tiprankstipranks
Advertisement

MTUM - ETF AI Analysis

Compare

Top Page

MTUM

iShares MSCI USA Momentum Factor ETF (MTUM)

Rating:74Outperform
Price Target:
MTUM’s rating suggests it is a solid-quality ETF, largely driven by strong momentum in major technology and AI-focused names like Alphabet and Micron, which benefit from robust financial performance and strategic positions in fast-growing AI and data center markets. Additional support comes from diversified leaders such as Broadcom, Lam Research, Johnson & Johnson, and Exxon Mobil, though some holdings like Intel face profitability and cash flow challenges that slightly weigh on the fund. A key risk is the fund’s heavy tilt toward AI and semiconductor-related companies, which can increase volatility if growth or valuations in that sector come under pressure.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the past month, three months, and year-to-date, indicating solid recent momentum.
Leading Growth-Oriented Holdings
Several of the largest positions, especially in technology and related industries, have delivered strong year-to-date performance, helping drive the fund’s returns.
Reasonable Expense Ratio for a Factor Strategy
The fund’s expense ratio is relatively low for an actively constructed factor ETF, allowing investors to keep more of their returns.
Negative Factors
Heavy Tilt Toward Technology
With a large share of assets in the technology sector, the fund is more exposed to swings in tech stocks than a more balanced market fund.
Single-Country Concentration
Almost all of the ETF’s holdings are in U.S. companies, offering little geographic diversification if the U.S. market weakens.
Dependence on a Few Big Winners
A meaningful portion of the portfolio is concentrated in a small number of high-momentum stocks, so a downturn in these names could hurt overall performance.

MTUM vs. SPDR S&P 500 ETF (SPY)

MTUM Summary

MTUM is the iShares MSCI USA Momentum Factor ETF, which follows the MSCI USA Momentum Index. It focuses on U.S. stocks that have been rising in price more than others, especially in technology and industrials. Well-known holdings include Nvidia, Broadcom, Johnson & Johnson, Exxon Mobil, and JPMorgan Chase. Investors might consider MTUM if they want growth potential by tilting toward recent winners while still holding a mix of large U.S. companies. A key risk is that momentum stocks can fall quickly when trends reverse, so the ETF’s price can go up and down more than the overall market.
How much will it cost me?The iShares MSCI USA Momentum Factor ETF (MTUM) has an expense ratio of 0.15%, which means you’ll pay $1.50 per year for every $1,000 invested. This is lower than average for actively managed funds, as MTUM is passively managed to track the MSCI USA Momentum Index, keeping costs down.
What would affect this ETF?The MTUM ETF, which focuses on U.S. stocks with strong price momentum, could benefit from continued growth in the technology sector, as it holds major companies like Broadcom, Nvidia, and Microsoft. However, it may face challenges if interest rates rise, potentially impacting high-growth sectors like tech and communication services, or if economic conditions weaken, affecting consumer spending and financial stocks. Regulatory changes in key sectors, such as technology or financials, could also influence the ETF's performance.

MTUM Top 10 Holdings

MTUM is riding a powerful semiconductor wave, with Micron, AMD, Intel, and Lam Research all climbing and doing much of the heavy lifting for the fund. Nvidia and Broadcom are still important anchors, but their more mixed recent moves mean they’re no longer the only engines pulling the train. Outside chips, Alphabet and Caterpillar are steadily adding support, while Johnson & Johnson looks a bit sleepy by comparison. With a heavy tilt toward U.S. tech and AI-related names, this is very much a domestically focused momentum play.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Micron7.73%$2.02B$846.93B704.33%
79
Outperform
Broadcom5.08%$1.33B$1.96T81.07%
76
Outperform
Nvidia4.81%$1.26B$5.21T64.01%
76
Outperform
Advanced Micro Devices4.78%$1.25B$762.32B323.81%
73
Outperform
Intel4.58%$1.20B$602.32B497.70%
64
Neutral
Lam Research3.80%$991.40M$381.86B276.70%
77
Outperform
Johnson & Johnson3.43%$896.44M$564.11B53.22%
78
Outperform
Exxon Mobil3.14%$819.71M$642.14B50.36%
74
Outperform
Caterpillar3.08%$803.93M$405.31B156.24%
76
Outperform
Alphabet Class A2.78%$724.62M$4.62T127.32%
85
Outperform

MTUM Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
270.90
Positive
100DMA
262.09
Positive
200DMA
255.63
Positive
Market Momentum
MACD
8.45
Positive
RSI
64.76
Neutral
STOCH
69.99
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MTUM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 294.35, equal to the 50-day MA of 270.90, and equal to the 200-day MA of 255.63, indicating a bullish trend. The MACD of 8.45 indicates Positive momentum. The RSI at 64.76 is Neutral, neither overbought nor oversold. The STOCH value of 69.99 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MTUM.

MTUM Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$26.51B0.15%
74
Outperform
$646.60B0.03%
72
Outperform
$106.95B0.04%
72
Outperform
$91.49B0.03%
73
Outperform
$51.46B0.15%
75
Outperform
$45.52B0.17%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MTUM
iShares MSCI USA Momentum Factor ETF
303.60
74.86
32.73%
VTI
Vanguard Total Stock Market ETF
VIG
Vanguard Dividend Appreciation ETF
ITOT
iShares Core S&P Total U.S. Stock Market ETF
QUAL
iShares MSCI USA Quality Factor ETF
DFAC
Dimensional U.S. Core Equity 2 ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents
Advertisement