As of September 10, 2026, iShares MSCI USA Momentum Factor ETF (MTUM) trades at $303.15. RSI at 56 is in neutral territory, and the price is below its 50-day average of $308.86.
iShares MSCI USA Momentum Factor ETF (MTUM)
iShares MSCI USA Momentum Factor ETF CBOE
MTUM Price Analysis
Market Metrics
MTUM Fund Facts
iShares MSCI USA Momentum Factor ETF is an exchange-traded fund that seeks to track an index of U.S. large- and mid-cap stocks with relatively high price momentum. The fund is designed to provide diversified exposure to companies whose shares have shown strong recent performance, using a rules-based momentum approach rather than active stock picking. It primarily invests in U.S.
Sector weights
Trailing returns vs category
| Period | MTUM | Category |
|---|---|---|
| YTD | 20.23% | 5.14% |
| 1 month | 0.22% | 9.43% |
| 3 months | -4.83% | 3.42% |
| 1 year | 24.07% | 27.72% |
| 3 years | 27.87% | 19.34% |
| 5 years | 11.76% | 11.20% |
| 10 years | 15.88% | 13.77% |
Fund reference data as of Sep 10, 2026. Expense ratio and net assets are reported by the fund; returns are total returns and can differ from price change.
MTUM Analysis
- Consider MTUM for exposure to U.S. large and mid-cap stocks with strong price momentum.
- Monitor sector concentration, particularly in Technology, for potential risks.
- Be aware of the fund's momentum-based strategy, which may underperform during market regime shifts.
Market Correlations
How this etf moves relative to other assets
Based on 1 year of daily price data. Correlations may vary over different time periods.
Key Statistics
| Yield | 0.5994% |
|---|---|
| Day High | $306.67 |
| Day Low | $303.13 |
| 52 Week High | 345.59 |
| 52 Week Low | 229.42 |
Earnings & Growth Analysis
Key Risks
Technical Indicators
| RSI (14) | 55.53 |
|---|---|
| MACD | -1.36 |
| SMA 50 | 308.86 |
| SMA 200 | 279.59 |
MTUM Trade Plans
Specific entry, exit, and risk management levels
🟢 LONG ENTRY (click to switch)
Risk Management
Profit Targets (Based on Conservative Entry)
Growth of $10,000
A $10,000 investment in MTUM in September 2016 would be worth about $40,298 today, compared with about $35,241 for the same investment in the S&P 500 benchmark.
Compare with Another Ticker
Monte Carlo Projection (10yr)
CleaRank's 10-year Monte Carlo simulation projects that a $10,000 investment in MTUM today could grow to about $28,102 by 2036 in the base case, with a bull case near $68,238 and a bear case around $11,573. Projections are statistical simulations, not guarantees.
MTUM ETF Price Prediction: 2030
CleaRank's simulation projects a price near $458 for MTUM by 2030 in the base case, from $303 today (1.5x over 4 years). The downside path ends near $262. These are outcomes of a Monte Carlo simulation run on MTUM's historical return distribution, not price targets, and they assume no dividends are reinvested.
| Year | Downside (10th pct) | Base case | Upside (90th pct) |
|---|---|---|---|
| 2027 | $254 | $336 | $445 |
| 2028 | $251 | $373 | $554 |
| 2029 | $254 | $413 | $672 |
| 2030 | $262 | $458 | $803 |
| 2031 | $271 | $508 | $952 |
| 2032 | $283 | $564 | $1,120 |
| 2033 | $297 | $625 | $1,313 |
| 2034 | $313 | $693 | $1,532 |
| 2035 | $331 | $768 | $1,783 |
| 2036 | $351 | $852 | $2,069 |
Method: 10,000 simulated price paths using MTUM's historical volatility and drift, re-run daily. The base case is the median path; the two outer columns are the 10th and 90th percentile outcomes, which widen with time because uncertainty compounds. Simulations are not guarantees, and past volatility does not predict future returns. This is analysis, not investment advice.