ETF Analysis
iShares MSCI USA Momentum Factor ETF (MTUM) ETF Analysis
iShares MSCI USA Momentum Factor ETF (MTUM) ETF analysis covering performance, holdings context, risk, drawdowns, volatility, momentum, dividends, valuation exposure, and the current AlgovestIQ assessment.
iShares MSCI USA Momentum Factor ETF (MTUM) currently has an AIQ Score of 52/100, indicating a neutral setup. Value is the strongest factor at 72/100. Momentum is the weakest current factor at 23/100. Performance, momentum, risk, distribution, and exposure evidence should be read together at the latest market-close snapshot.
MTUM at a Glance
Crawlable current metrics from the latest market-close ETF snapshot.
| Metric | Current |
|---|---|
| Price | $63.76 |
| AIQ Score | 52/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Strong Sell |
| Fund Size | $24.55B |
| Expense Ratio | 0.15% |
| Holdings Count | 128 |
| NAV | $62.58 |
| Asset Class | Equity |
| Primary Exposure | Information Technology (51.59%) |
| Issuer | IShares |
| Domicile | US |
| Inception Date | Apr 16, 2013 |
| Distribution Yield | 1.81% |
| Beta | 1.24 |
| Average Volume | 1.47M |
| 52-week range | $57.36-$86.40 |
| RSI 14 | 28.34 |
| 50-Day SMA | $75.69 |
| 200-Day SMA | $72.58 |
| Risk Score | 42/100 |
| Momentum Score | 23/100 |
| Value Exposure Score | 72/100 |
MTUM Long-Horizon ETF Performance
Trailing returns, growth of $10,000, drawdown history, and calendar-year returns from available daily closes.
| Period | Total return | Annualized | Max drawdown | Start date |
|---|---|---|---|---|
| 1Y | 3.28% | 3.29% | -27.47% | Nov 6, 2025 |
| 3Y | 76.50% | 20.84% | -27.47% | Nov 6, 2023 |
| 5Y | 31.94% | 5.71% | -32.62% | Nov 8, 2021 |
| 10Y | 31.94% | 5.71% | -32.62% | Nov 8, 2021 |
Growth of $10,000
Indexed to the first available close in this history window.
Drawdown History
Peak-to-trough decline from each prior high over the available window.
Calendar-Year Returns
Full-year returns where available, with the current calendar year shown as YTD.
MTUMiShares MSCI USA Momentum Factor ETF
Financial Services / Asset Management - Global
Low Priority
In Line With Peers
Latest quote
- Momentum23
- Value72
- Quality61
- Risk resilience42
- Sentiment—
MTUM ETF Analysis Summary
iShares MSCI USA Momentum Factor ETF (MTUM) currently has an AIQ Score of 52/100, indicating a neutral setup. Value is the strongest factor at 72/100. Momentum is the weakest current factor at 23/100. Performance, exposure, distribution, momentum, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, MTUM has AIQ Score of 52/100 with Value base of 72/100 and fading Momentum at 23/100. Wait for component alignment before adding exposure.
Value (72/100) leads while Momentum (23/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · 1.85% ETF move · MTUM classified in Asset Management - Global.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is MTUM Bullish or Bearish Right Now?
MTUM currently has a neutral overall setup. Value is the strongest factor at 72/100, while Momentum is weakest at 23/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Quality is supportive at 61/100.
- - Momentum is weak at 23/100.
- - Risk Resilience is weak at 42/100.
- - Price is -12.15% below its 200-day SMA.
- - Technical consensus has more sell votes than buy votes (37 vs 7).
Current Consensus
MTUM's Technical Analysis Consensus is currently Strong Sell, with 7 buy, 1 neutral, and 37 sell votes. MTUM's 14-day RSI is 28.34, which places the ETF in an oversold momentum range. MTUM's beta is 1.24, indicating greater market sensitivity than the broad market.
What Changed in MTUM?
The largest recent change in MTUM is Risk Resilience moving down by 14.0 points over the available 7-day comparison window. Value remains the strongest visible factor.
What Would Change the MTUM Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, risk resilience improves, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, distribution or liquidity context deteriorates, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive market-context evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
MTUM Decision Framework
Public evidence layers, setup checks, and risk context for iShares MSCI USA Momentum Factor ETF.
iShares MSCI USA Momentum Factor ETF (MTUM) ETF Analysis
iShares MSCI USA Momentum Factor ETF has an AIQ Score of 52/100 in a Neutral regime. Value is strongest at 72/100. Beta is 1.24, above market sensitivity. Review the supporting etf factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | MTUM is in a Neutral AIQ regime with score 52/100. |
| Signal Conflict | The primary conflict is that value leads at 72/100 while momentum lags at 23/100. |
| Factor Evidence | Momentum 23/100 · Value 72/100 · Quality 61/100 · Risk 42/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Value is the strongest factor at 72/100.
Momentum is 23/100 and RSI (14) is 28.3.
MTUM is in a Neutral regime at 52/100.
Risk factor is 42/100 with beta 1.24 and annual volatility 29.07%.
Current conflict: value leads at 72/100 while momentum lags at 23/100.
MTUM Research Cluster
ETF-specific paths for performance, risk, distributions, market context, data, comparisons, and news.
MTUM ETF Analytics
MTUM holdings context, yield, risk, valuation exposure, momentum, and AIQ evidence.
MTUM Technical Analysis
MTUM technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
MTUM ETF Market Context
Track MTUM market context, news pressure, trend changes, income events, and current allocation evidence.
MTUM Distribution Analysis
MTUM distribution yield, annualized distributions, payment history, and income context.
MTUM ETF Data
MTUM available fund data, market metrics, technical readings, risk measures, and AIQ evidence.
MTUM Risk Analysis
MTUM volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
MTUM ETF News
MTUM ETF news, market tone, recent headlines, and catalyst context.
MTUM vs Factor / Style / Smart Beta Peers
Current peer cohort: MTUM · QMOM · QUAL · QVAL · SCHG. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| MTUM Current ETF | 52/100 | 72/100 | 23/100 | 42/100 | 0.12 | 29.07% | Current |
| QMOM Alpha Architect U.S. Quantitative Momentum ETF | 37/100 | 41/100 | 24/100 | 57/100 | 0.01 | 26.85% | MTUM vs QMOM |
| QUAL iShares MSCI USA Quality Factor ETF | 61/100 | 72/100 | 37/100 | 78/100 | 0.76 | 12.55% | MTUM vs QUAL |
| QVAL Alpha Architect U.S. Quantitative Value ETF | 57/100 | 62/100 | 63/100 | 68/100 | 1.93 | 14.46% | MTUM vs QVAL |
| SCHG Schwab U.S. Large-Cap Growth ETF | 48/100 | 36/100 | 26/100 | 63/100 | -0.01 | 17.69% | MTUM vs SCHG |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Nov 6, 2026.
About the AIQ Score
Methodology for the current ETF evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of ETF evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Valuation exposure across the fund's holdings.
Quality context inferred from fund exposure and available evidence.
Trend, momentum, volume, and timing confirmation.
Resilience, volatility, beta, drawdown, and tail risk.
News and event pressure around the setup.
Open the return calculator with ETF context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalystsNo quarterly financial rows in this snapshot.
Checked Nov 7, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
ETF Analytics Snapshot
Current ETF evidence uses fund profile, cost, size, distribution, momentum, and risk fields.
ETF pages use fund-native profile fields for cost, size, liquidity, holdings breadth, NAV, issuer, and launch date.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching MTUM
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for MTUM
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
MTUM ETF FAQ
What is MTUM ETF price today?
MTUM is currently shown at $63.76. Use the live quote with the 52-week range and AIQ context before comparing funds.
What is MTUM's 52-week high and low?
MTUM's 52-week range is $57.36 to $86.40 based on the latest completed market-close snapshot from Nov 6, 2026. A price near either extreme should be evaluated with volatility and trend evidence.
Does MTUM pay a dividend?
MTUM's current distribution yield is 1.81% based on the latest completed market-close snapshot from Nov 6, 2026. For ETFs, dividend yield should be compared with expense ratio, holdings, and risk.
What should investors compare before buying MTUM?
Compare MTUM's price trend, expense profile, yield, holdings exposure, volatility, and AIQ signal. ETF decisions should focus on portfolio fit as much as current momentum.