MTUM vs. IYG ETF Comparison
Comparison of iShares MSCI USA Momentum Factor ETF (MTUM) to iShares U.S. Financial Services ETF (IYG)
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
$200.38
Average Daily Volume
690,222
123
IYG
iShares U.S. Financial Services ETF
IYG Description
The investment seeks to track the investment results of an index composed of U.S. equities in the financial services sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Financial Services Index (the "underlying index"), which measures the performance of the financial services sector of the U.S. equity market. It is a subset of the Dow Jones U.S. Financials Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$71.67
Average Daily Volume
39,642
103
Performance
Period | MTUM | IYG |
---|---|---|
30 Days | 1.88% | 3.99% |
60 Days | 4.77% | 4.92% |
90 Days | 2.54% | 10.23% |
12 Months | 41.47% | 35.31% |
18 Overlapping Holdings
Symbol | Grade | Weight in MTUM | Weight in IYG | Overlap | |
---|---|---|---|---|---|
ALLY | F | 1.0% | 1.0% | 1.0% | |
APO | C | 1.0% | 1.0% | 1.0% | |
ARES | B | 1.0% | 1.0% | 1.0% | |
AXP | B | 1.0% | 1.0% | 1.0% | |
BK | B | 1.0% | 1.0% | 1.0% | |
C | C | 1.0% | 1.0% | 1.0% | |
CG | D | 1.0% | 1.0% | 1.0% | |
COIN | F | 1.0% | 1.0% | 1.0% | |
DFS | B | 1.0% | 1.0% | 1.0% | |
FITB | B | 1.0% | 1.0% | 1.0% | |
GS | C | 1.0% | 1.0% | 1.0% | |
HOOD | C | 1.0% | 1.0% | 1.0% | |
ICE | C | 1.0% | 1.0% | 1.0% | |
JPM | D | 1.0% | 1.0% | 1.0% | |
KKR | B | 1.0% | 1.0% | 1.0% | |
NDAQ | A | 1.0% | 1.0% | 1.0% | |
SYF | C | 1.0% | 1.0% | 1.0% | |
TW | B | 1.0% | 1.0% | 1.0% |
MTUM Overweight 105 Positions Relative to IYG
Symbol | Grade | Weight | |
---|---|---|---|
FNF | B | 1.0% | |
DVA | B | 1.0% | |
TOST | C | 1.0% | |
DKS | D | 1.0% | |
OC | D | 1.0% | |
L | C | 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% | |
STX | C | 1.0% | |
WDC | D | 1.0% | |
ERIE | B | 1.0% | |
SW | B | 1.0% | |
TPL | B | 1.0% | |
AXON | B | 1.0% | |
DOV | B | 1.0% | |
CSL | B | 1.0% | |
TYL | C | 1.0% | |
WTW | C | 1.0% | |
VMC | D | 1.0% | |
LDOS | B | 1.0% | |
NVR | B | 1.0% | |
LII | B | 1.0% | |
NRG | C | 1.0% | |
WSM | D | 1.0% | |
BRO | C | 1.0% | |
EBAY | B | 1.0% | |
MLM | D | 1.0% | |
APP | C | 1.0% | |
DECK | C | 1.0% | |
GDDY | C | 1.0% | |
WAB | B | 1.0% | |
LEN | B | 1.0% | |
NTAP | D | 1.0% | |
EME | B | 1.0% | |
CBRE | A | 1.0% | |
FERG | D | 1.0% | |
VLTO | C | 1.0% | |
SMCI | F | 1.0% | |
PHM | B | 1.0% | |
MSTR | D | 1.0% | |
PWR | B | 1.0% | |
RSG | D | 1.0% | |
IR | C | 1.0% | |
MPWR | C | 1.0% | |
GRMN | D | 1.0% | |
HLT | B | 1.0% | |
ALL | B | 1.0% | |
URI | B | 1.0% | |
DELL | D | 1.0% | |
DHI | B | 1.0% | |
WMB | B | 1.0% | |
AEP | C | 1.0% | |
HIG | B | 1.0% | |
VRT | C | 1.0% | |
TRGP | B | 1.0% | |
VST | C | 1.0% | |
PEG | B | 1.0% | |
FICO | B | 1.0% | |
IRM | C | 1.0% | |
EMR | D | 1.0% | |
PLTR | B | 1.0% | |
GD | B | 1.0% | |
AJG | D | 1.0% | |
HWM | B | 1.0% | |
WELL | C | 1.0% | |
MSI | B | 1.0% | |
PH | B | 1.0% | |
TDG | B | 1.0% | |
FI | A | 1.0% | |
CL | D | 1.0% | |
MCK | F | 1.0% | |
CTAS | B | 1.0% | |
APH | D | 1.0% | |
MU | F | 1.0% | |
CB | B | 1.0% | |
MMM | B | 1.0% | |
KLAC | D | 1.0% | |
VRTX | D | 1.0% | |
LMT | C | 1.0% | |
TT | B | 1.0% | |
CEG | C | 1.0% | |
TJX | B | 1.0% | |
ANET | B | 1.0% | |
ISRG | B | 1.0% | |
BSX | B | 1.0% | |
AMAT | D | 1.0% | |
QCOM | D | 1.0% | |
PM | C | 1.0% | |
RTX | C | 1.0% | |
ETN | C | 1.0% | |
PGR | B | 1.0% | |
GE | B | 1.0% | |
WMT | C | 1.0% | |
COST | B | 1.0% | |
NVDA | D | 1.0% | |
AMZN | C | 1.0% | |
LLY | C | 1.0% | |
AVGO | C | 1.0% | |
META | B | 1.0% |
MTUM Underweight 85 Positions Relative to IYG
Symbol | Grade | Weight | |
---|---|---|---|
TFSL | C | -1.0% | |
UWMC | D | -1.0% | |
NATL | D | -1.0% | |
CACC | F | -1.0% | |
RKT | C | -1.0% | |
FHI | A | -1.0% | |
NYCB | D | -1.0% | |
BOKF | B | -1.0% | |
VIRT | C | -1.0% | |
VLY | C | -1.0% | |
OZK | D | -1.0% | |
FCFS | C | -1.0% | |
FFIN | B | -1.0% | |
TPG | B | -1.0% | |
UMBF | B | -1.0% | |
SLM | D | -1.0% | |
GBCI | B | -1.0% | |
JHG | B | -1.0% | |
UBSI | B | -1.0% | |
HOMB | B | -1.0% | |
FNB | C | -1.0% | |
LAZ | B | -1.0% | |
AMG | C | -1.0% | |
RDN | C | -1.0% | |
OMF | D | -1.0% | |
BEN | F | -1.0% | |
SNV | C | -1.0% | |
ZION | D | -1.0% | |
SEIC | C | -1.0% | |
WTFC | B | -1.0% | |
CFR | C | -1.0% | |
MTG | B | -1.0% | |
PB | B | -1.0% | |
ESNT | B | -1.0% | |
SSB | B | -1.0% | |
IVZ | B | -1.0% | |
PNFP | B | -1.0% | |
CBSH | C | -1.0% | |
BPOP | C | -1.0% | |
WBS | D | -1.0% | |
CMA | B | -1.0% | |
OWL | C | -1.0% | |
VOYA | B | -1.0% | |
SOFI | C | -1.0% | |
HLI | B | -1.0% | |
MORN | C | -1.0% | |
WAL | B | -1.0% | |
FHN | D | -1.0% | |
SF | A | -1.0% | |
MKTX | C | -1.0% | |
JEF | B | -1.0% | |
EWBC | D | -1.0% | |
EQH | C | -1.0% | |
IBKR | B | -1.0% | |
KEY | B | -1.0% | |
LPLA | D | -1.0% | |
FDS | C | -1.0% | |
NTRS | A | -1.0% | |
CFG | C | -1.0% | |
RF | B | -1.0% | |
HBAN | B | -1.0% | |
FCNCA | D | -1.0% | |
RJF | C | -1.0% | |
CBOE | C | -1.0% | |
TROW | D | -1.0% | |
STT | A | -1.0% | |
MTB | B | -1.0% | |
AMP | A | -1.0% | |
MSCI | C | -1.0% | |
COF | B | -1.0% | |
TFC | C | -1.0% | |
USB | B | -1.0% | |
PNC | B | -1.0% | |
MCO | B | -1.0% | |
CME | C | -1.0% | |
SCHW | D | -1.0% | |
BX | B | -1.0% | |
MS | D | -1.0% | |
BLK | B | -1.0% | |
SPGI | B | -1.0% | |
WFC | D | -1.0% | |
BAC | D | -1.0% | |
MA | B | -1.0% | |
V | C | -1.0% | |
BRK.A | C | -1.0% |
MTUM: Top Represented Industries & Keywords
IYG: Top Represented Industries & Keywords