MTUM vs. IETC ETF Comparison
Comparison of iShares MSCI USA Momentum Factor ETF (MTUM) to iShares Evolved U.S. Technology ETF (IETC)
MTUM
iShares MSCI USA Momentum Factor ETF
MTUM Description
The investment seeks to track the performance of an index that measures the performance of U.S. large- and mid-capitalization stocks exhibiting relatively higher momentum characteristics, before fees and expenses. The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The MSCI USA Momentum Index (the "underlying index") consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization stocks.
Grade (RS Rating)
Last Trade
$200.54
Average Daily Volume
685,770
Number of Holdings
*
123
* may have additional holdings in another (foreign) market
IETC
iShares Evolved U.S. Technology ETF
IETC Description
The investment seeks to provide access to U.S. companies with technology exposure, as classified using a proprietary classification system. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in U.S. listed common stock of large-, mid- and small-capitalization technology companies. It will hold common stock of those companies that fall into the Technology Evolved Sector which have economic characteristics that have been historically correlated with companies traditionally defined as technology companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$77.81
Average Daily Volume
17,491
Number of Holdings
*
124
* may have additional holdings in another (foreign) market
Performance
| Period | MTUM | IETC |
|---|---|---|
| 30 Days | -0.25% | 0.16% |
| 60 Days | 2.77% | 2.40% |
| 90 Days | -0.28% | 0.64% |
| 12 Months | 37.37% | 38.31% |
27 Overlapping Holdings
| Symbol | Grade | Weight in MTUM | Weight in IETC | Overlap | |
|---|---|---|---|---|---|
| AMZN | C | 1.0% | 1.0% | 1.0% | |
| ANET | B | 1.0% | 1.0% | 1.0% | |
| AVGO | C | 1.0% | 1.0% | 1.0% | |
| CL | C | 1.0% | 1.0% | 1.0% | |
| COIN | F | 1.0% | 1.0% | 1.0% | |
| DELL | D | 1.0% | 1.0% | 1.0% | |
| GDDY | C | 1.0% | 1.0% | 1.0% | |
| HOOD | C | 1.0% | 1.0% | 1.0% | |
| ICE | B | 1.0% | 1.0% | 1.0% | |
| IRM | B | 1.0% | 1.0% | 1.0% | |
| KLAC | D | 1.0% | 1.0% | 1.0% | |
| LMT | C | 1.0% | 1.0% | 1.0% | |
| META | A | 1.0% | 1.0% | 1.0% | |
| MPWR | C | 1.0% | 1.0% | 1.0% | |
| MSI | C | 1.0% | 1.0% | 1.0% | |
| MSTR | D | 1.0% | 1.0% | 1.0% | |
| MU | F | 1.0% | 1.0% | 1.0% | |
| NDAQ | B | 1.0% | 1.0% | 1.0% | |
| NTAP | D | 1.0% | 1.0% | 1.0% | |
| NVDA | D | 1.0% | 1.0% | 1.0% | |
| PH | B | 1.0% | 1.0% | 1.0% | |
| PLTR | B | 1.0% | 1.0% | 1.0% | |
| QCOM | D | 1.0% | 1.0% | 1.0% | |
| SMCI | F | 1.0% | 1.0% | 1.0% | |
| TOST | B | 1.0% | 1.0% | 1.0% | |
| TYL | C | 1.0% | 1.0% | 1.0% | |
| VRT | C | 1.0% | 1.0% | 1.0% |
MTUM Overweight 96 Positions Relative to IETC
| Symbol | Grade | Weight | |
|---|---|---|---|
| ALLY | F | 1.0% | |
| CG | C | 1.0% | |
| FNF | A | 1.0% | |
| DVA | B | 1.0% | |
| DKS | D | 1.0% | |
| OC | C | 1.0% | |
| L | B | 1.0% | |
| HEI | B | 1.0% | |
| HUBB | B | 1.0% | |
| IP | B | 1.0% | |
| UHS | B | 1.0% | |
| UTHR | C | 1.0% | |
| PSTG | F | 1.0% | |
| HEI | B | 1.0% | |
| PKG | B | 1.0% | |
| SYF | C | 1.0% | |
| STX | D | 1.0% | |
| WDC | D | 1.0% | |
| TW | A | 1.0% | |
| ERIE | A | 1.0% | |
| SW | B | 1.0% | |
| TPL | C | 1.0% | |
| AXON | B | 1.0% | |
| DOV | B | 1.0% | |
| CSL | C | 1.0% | |
| WTW | B | 1.0% | |
| FITB | B | 1.0% | |
| VMC | D | 1.0% | |
| LDOS | C | 1.0% | |
| NVR | B | 1.0% | |
| ARES | B | 1.0% | |
| LII | B | 1.0% | |
| NRG | C | 1.0% | |
| WSM | C | 1.0% | |
| BRO | C | 1.0% | |
| EBAY | B | 1.0% | |
| MLM | D | 1.0% | |
| APP | B | 1.0% | |
| DECK | C | 1.0% | |
| DFS | C | 1.0% | |
| WAB | A | 1.0% | |
| LEN | B | 1.0% | |
| EME | B | 1.0% | |
| CBRE | A | 1.0% | |
| FERG | C | 1.0% | |
| VLTO | C | 1.0% | |
| PHM | B | 1.0% | |
| PWR | B | 1.0% | |
| RSG | D | 1.0% | |
| IR | C | 1.0% | |
| GRMN | D | 1.0% | |
| HLT | B | 1.0% | |
| ALL | A | 1.0% | |
| APO | C | 1.0% | |
| URI | B | 1.0% | |
| BK | A | 1.0% | |
| DHI | B | 1.0% | |
| WMB | B | 1.0% | |
| AEP | B | 1.0% | |
| HIG | A | 1.0% | |
| TRGP | B | 1.0% | |
| VST | C | 1.0% | |
| PEG | B | 1.0% | |
| FICO | A | 1.0% | |
| EMR | D | 1.0% | |
| GD | B | 1.0% | |
| AJG | C | 1.0% | |
| HWM | B | 1.0% | |
| WELL | B | 1.0% | |
| TDG | B | 1.0% | |
| FI | A | 1.0% | |
| MCK | F | 1.0% | |
| CTAS | C | 1.0% | |
| APH | D | 1.0% | |
| C | D | 1.0% | |
| CB | B | 1.0% | |
| MMM | B | 1.0% | |
| VRTX | D | 1.0% | |
| TT | B | 1.0% | |
| CEG | C | 1.0% | |
| KKR | B | 1.0% | |
| TJX | C | 1.0% | |
| ISRG | C | 1.0% | |
| BSX | B | 1.0% | |
| AMAT | D | 1.0% | |
| AXP | B | 1.0% | |
| PM | C | 1.0% | |
| GS | D | 1.0% | |
| RTX | C | 1.0% | |
| ETN | C | 1.0% | |
| PGR | A | 1.0% | |
| GE | B | 1.0% | |
| WMT | B | 1.0% | |
| COST | C | 1.0% | |
| JPM | D | 1.0% | |
| LLY | C | 1.0% |
MTUM Underweight 97 Positions Relative to IETC
| Symbol | Grade | Weight | |
|---|---|---|---|
| GRAL | F | -1.0% | |
| ALGN | D | -1.0% | |
| FTV | C | -1.0% | |
| RIVN | F | -1.0% | |
| SMAR | B | -1.0% | |
| ZI | D | -1.0% | |
| XYL | D | -1.0% | |
| BILL | D | -1.0% | |
| GLW | B | -1.0% | |
| APPN | D | -1.0% | |
| ENPH | C | -1.0% | |
| LPLA | D | -1.0% | |
| DXC | C | -1.0% | |
| ILMN | C | -1.0% | |
| DOCN | B | -1.0% | |
| TDY | C | -1.0% | |
| MMS | D | -1.0% | |
| CPNG | B | -1.0% | |
| SNAP | F | -1.0% | |
| SAIC | C | -1.0% | |
| INTU | D | -1.0% | |
| CFLT | F | -1.0% | |
| SLAB | D | -1.0% | |
| ADP | B | -1.0% | |
| JNPR | A | -1.0% | |
| BBY | B | -1.0% | |
| ROK | D | -1.0% | |
| FBIN | B | -1.0% | |
| CBOE | C | -1.0% | |
| SLB | F | -1.0% | |
| QRVO | F | -1.0% | |
| HUBS | D | -1.0% | |
| AON | B | -1.0% | |
| EA | D | -1.0% | |
| VEEV | C | -1.0% | |
| IPG | C | -1.0% | |
| MSCI | C | -1.0% | |
| TER | D | -1.0% | |
| NSIT | C | -1.0% | |
| DDOG | D | -1.0% | |
| PINS | F | -1.0% | |
| QLYS | F | -1.0% | |
| JKHY | B | -1.0% | |
| CACI | B | -1.0% | |
| OMC | A | -1.0% | |
| IQV | C | -1.0% | |
| AKAM | D | -1.0% | |
| DASH | C | -1.0% | |
| LRCX | F | -1.0% | |
| BSY | D | -1.0% | |
| SNPS | D | -1.0% | |
| TRU | B | -1.0% | |
| KEYS | C | -1.0% | |
| SQ | D | -1.0% | |
| FTNT | C | -1.0% | |
| MMC | C | -1.0% | |
| BAH | B | -1.0% | |
| UBER | C | -1.0% | |
| TTEK | C | -1.0% | |
| G | C | -1.0% | |
| CPAY | B | -1.0% | |
| TXN | C | -1.0% | |
| MCO | A | -1.0% | |
| ANSS | F | -1.0% | |
| SNOW | F | -1.0% | |
| CRWD | F | -1.0% | |
| CSGP | D | -1.0% | |
| ZM | C | -1.0% | |
| TTD | B | -1.0% | |
| TEAM | F | -1.0% | |
| FDS | C | -1.0% | |
| ABNB | D | -1.0% | |
| IT | B | -1.0% | |
| ADSK | B | -1.0% | |
| VRSK | D | -1.0% | |
| CDW | D | -1.0% | |
| SSNC | B | -1.0% | |
| EQIX | B | -1.0% | |
| AMD | F | -1.0% | |
| SPGI | B | -1.0% | |
| MA | B | -1.0% | |
| WDAY | D | -1.0% | |
| GPN | D | -1.0% | |
| VRSN | D | -1.0% | |
| MANH | B | -1.0% | |
| ADBE | D | -1.0% | |
| CDNS | D | -1.0% | |
| GOOG | D | -1.0% | |
| NOW | A | -1.0% | |
| GOOGL | D | -1.0% | |
| IBM | B | -1.0% | |
| CSCO | B | -1.0% | |
| AAPL | D | -1.0% | |
| ORCL | B | -1.0% | |
| CRM | D | -1.0% | |
| ACN | C | -1.0% | |
| MSFT | C | -1.0% |
MTUM: Top Represented Industries & Keywords
Industries:
Aerospace & Defense
Diversified Industrials
Asset Management
Data Storage
Insurance - Property & Casualty
Insurance Brokers
Residential Construction
Semiconductors
Software - Application
Software - Infrastructure
Specialty Industrial Machinery
Specialty Retail
Building Materials
Business Services
Credit Services
Packaging & Containers
Banks - Global
Biotechnology
Capital Markets
Computer Systems
IETC: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Software - Infrastructure
Information Technology Services
Semiconductors
Internet Content & Information
Capital Markets
Semiconductor Equipment & Materials
Communication Equipment
Diagnostics & Research
Diversified Industrials
Financial Data & Stock Exchanges
Scientific & Technical Instruments
Advertising Agencies
Computer Systems
Insurance Brokers
Internet Content & Information
Specialty Retail
Aerospace & Defense
Auto Manufacturers
Keywords:
S&P 500
Nasdaq 100
Computing
Cloud Computing
Work From Home
Semiconductor
Mobile Devices
Software
Cloud Infrastructure
Operating System
Software As A Service
Electronics
IBD 50
Information Technology Management
Integrated Circuits
Telecommunications
CRM
Financial Management
Smartphones
Software Platform
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