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Why we gave this rating

Indices in this category are merely adequate to weak, scoring passably or weakly in categories judged to be critical by The Index Standard. This index ETF selects stocks with the best momentum and is akin to the old saying, "The trend is your friend." Momentum indices are aggressive in style, capitalizing on stocks’ strong performance in the hope that they will continue to perform well in the future. There is significant research validating the 12 month momentum point in equites but less so at the 6 month horizon. This index has a higher beta than market benchmarks and could be appealing to readers who are willing to trade higher risks for higher returns. Note that this index is concentrated with the top 10 stocks accounting for approximately 35%, with a particularly high exposure to the financials sector.

iShares Edge MSCI USA Momentum Factor ETF

Inception Date: 1 Jan 2013



Total Assets

15 Billion


15 bps

  • Ticker


  • Index Type


  • Index Bloomberg Ticker

    MTUM US Equity

  • Style Information


  • Weighting Scheme

    Total Return

  • Asset Class


  • Replication Process


  • Underlying Region


  • Region Distributed

    United States

The information pertains exclusively to the index described. It does not address the historical performance or forecast or a product or products that use the index and it does not consider any floors, caps, participation rates or fees.



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