iShares MSCI USA Momentum Factor ETF (MTUM)
If The Stock Market Bottomed Last Week: These 3 Stocks Could Triple From Today's Prices
Are momentum stocks on the verge of a major recovery? Consider this: the iShares MSCI USA Momentum Factor ETF (CBOE:MTUM) fell from $345.22 on June 22 to $302.09 on Friday, July 17, and has rebounded since.
MTUM Investors: Watch Micron's Weight at the November Reconstitution
The iShares MSCI USA Momentum Factor ETF (NYSEARCA:MTUM) has run hard this year, climbing 30% year to date and 38% over the past 12 months to roughly $326.
MTUM: Uneven Track Record Makes The Fund A Bit Of A Wild Card Amid A Mixed Outlook For Momentum ETFs
The iShares MSCI USA Momentum Factor ETF offers concentrated exposure to large-cap momentum stocks, heavily overweighting technology and industrials. MTUM trades at a 7.1% P/E premium to the S&P 500, justified by superior historical earnings (18.5% vs. 10.1%) and sales growth. Performance is uneven year-to-year, with above-market volatility (3-year beta 1.26) and returns that are not tightly correlated with broad equity indexes.
MTUM: Momentum Investing Is Poised To Thrive In 2026
iShares MSCI USA Momentum Factor ETF delivered a 12% YTD return, outperforming the S&P 500 by nearly 8%, and maintains a Buy rating. MTUM's strategy targets 120–130 stocks with high 6–12 month risk-adjusted momentum, rebalancing quarterly to manage risk and capture uptrends. The ETF is heavily weighted in technology (notably semiconductors and AI), industrials (especially aerospace & defense), and large diversified banks.
MTUM Turns Volatile, Tech Stocks Turning (Rating Downgrade)
I downgrade iShares MSCI USA Momentum Factor ETF to hold as momentum underperforms and technicals deteriorate. MTUM's tech-heavy portfolio, with over 40% in US tech, faces headwinds amid sector underperformance and broadening market leadership. Elevated P/E above 25x and soft February–March seasonality reduce near-term appeal despite strong long-term earnings growth.
MTUM: $20B Momentum ETF Not The Best Choice In Its Category
MTUM is a popular $20B large-cap momentum ETF that's comprised of 125 companies with strong short- and long-term risk-adjusted price momentum characteristics. Its expense ratio is 0.15%. MTUM was the second-best-performing momentum fund over the last decade, but several newer funds have surpassed it over the last five. This article compares its fundamentals against four others. One surprising find was that MTUM's short-term momentum statistics don't stand out, a finding possibly caused by the Index's 30% quarterly turnover constraint.
Momentum ETF (MTUM) Hits New 52-Week High
MTUM hits a new 52-week high, up 42% from its low, as bullish market trends lift momentum-focused strategies.
MTUM: Capturing U.S. Momentum
The iShares MSCI USA Momentum Factor ETF offers diversified exposure to US large- and mid-cap stocks with strong risk-adjusted momentum, but carries higher volatility. The ETF's high P/E ratio (33x) signals elevated valuations, especially in tech and financials, increasing the risk of sharp corrections if growth expectations falter. Recent performance has lagged peers using pure momentum metrics, partly due to risk-adjusted selection and portfolio turnover limits, despite similar expense ratios.
Momentum ETFs Regaining Mojo
Markets may be fretting over Federal Reserve policy and economic soft landings, but a handful of momentum ETFs have quietly been stealing the show. Across the array of factor funds, momentum has performed best this year.
Court Ruling Lifts Markets: High Beta, Momentum ETFs in Focus
Court ruling halts Trump-era tariffs, boosting stocks and spotlighting high-beta, momentum ETFs like SPHB, MTUM, XMMO, SPMO and XSMO.
Momentum ETF (MTUM) Hits New 52-Week High
For investors seeking momentum, iShares MSCI USA Momentum Factor ETF MTUM is probably on the radar. The fund just hit a 52-week high and is up about 37% from its 52-week low price of $168.49/share.
MTUM: Peeking Into The May Rebalance With Shares At Highs (Rating Upgrade)
I'm upgrading MTUM to a buy as momentum outperforms and bullish seasonality supports further gains ahead of the semi-annual rebalance. MTUM's sector allocation—underweight tech, overweight industrials and financials—has driven alpha in 2025, with more upside likely post-rebalance. Technical indicators, including a new all-time high and strong RSI, suggest continued bullish momentum, with a potential price target of $290.
MTUM: Current Portfolio Offers Blistering Growth Ahead
I rate MTUM a buy due to its robust portfolio of high-momentum, financially strong companies, offering strong upside potential. MTUM has outperformed the S&P 500 year-to-date, driven by leading positions in technology and financials. Top holdings like Broadcom, Netflix, Meta, Walmart, and JPMorgan have delivered impressive earnings growth, supporting continued price momentum for the ETF.
High-Beta & Momentum ETFs to Play on Hints of Easing Trade Tensions?
Trump signals steep China tariffs may drop, boosting hopes for trade de-escalation.
Buy High Beta & High Momentum ETFs for Near-Term Gains
In a surprising development in the tariff saga, Trump announced a temporary drop in tariff rates for most countries to 10% for 90 days, triggering a historic stock market surge.
MTUM Needs To Be Part Of Your Strategy To Beat The Market
I recommend the iShares MSCI USA Momentum Factor ETF for its strong performance and risk management, outperforming the S&P 500 by 140 basis points annually. MTUM uses a robust methodology, including z-scores and market cap weighting, with quarterly rebalancing and a 0.15% expense ratio. Combining MTUM with Invesco's S&P 500 Quality ETF offers superior large-cap allocation, outperforming the S&P 500 in all market conditions.
MTUM Is A Mix Of SPMO And XMMO Factor-Based ETFs, But Less Efficient
MTUM, a momentum strategy-based ETF from BlackRock, invests in the top 125 large and mid-cap U.S. stocks with quarterly adjustments and additional filters. MTUM selects stocks from both large caps and mid caps, making it a more comprehensive solution compared to the traditional SPMO and XMMO. However, compared to SPMO and XMMO, MTUM has lower performance and a risk level that isn't significantly lower, making it less efficient.
ETFs to Play on Gaza Truce, Easing Inflation & Solid Bank Earnings
High beta and high momentum ETFs should win amid the Gaza truce, cooling inflation and solid bank earnings.
High Beta & Momentum ETFs to Tap the Santa Claus Rally
High-beta and high-momentum products are expected to outperform as investors are bracing for a Santa Claus rally.
MTUM: Right Strategy, Wrong Fund
Momentum strategies have excelled in 2024, driven by mega-cap stock rallies and unusual market conditions, though 2025 may see narrower outperformance. The iShares MSCI USA Momentum Factor ETF underperformed despite favorable conditions due to its methodology and stock selection criteria. MTUM's methodology includes mid-caps and uses a risk-adjusted momentum score, contrasting with the more concentrated and S&P 500-focused Invesco S&P 500 Momentum ETF.