ETF·CBOE
iShares MSCI USA Momentum Factor ETF (MTUM)
- Net assets
- $20.43B
- Expense ratio
- 0.15%
- Yield
- 0.58%
- 52-week range
- $229.42 $345.59
MTUM ETF forecast today
Where MTUM stands today, and what CleaRank Financial AI makes of it.
MTUM at a glance
iShares MSCI USA Momentum Factor ETF (MTUM): Hold, 51/100 on CleaRank's AI score.
- Trend Mixed: the price is above its 200-day but below its 50-day moving average ($289.29 and $307.63).
- Fund Expense ratio 0.15%, $20.4B in net assets, price up 15.3% over 1 year.
Figures as of October 26, 2026.
CleaRank Financial AI
MTUM earns a CleaRank rating of Hold and a model score of 51/100.
The biggest lift to that score comes from one-year performance, as the price rose 15.29% over the past year. Momentum pulls the score down the most: the 14-day RSI is 38.9, inside the bearish zone, and the MACD line is negative. On trend, the picture is mixed, with MTUM priced 4.25% below its 50-day average of $307.63 yet 1.82% above its 200-day average of $289.29.
Only on CleaRank
Figures we compute ourselves from MTUM's own price history. Tap one to see it in context.
MTUM ETF price and trading
The chart, today's range and how far the price has moved over each period.
Trend checks
3/4Price above its 50-day average ›
The price of $294.56 is 4.2% below the 50-day simple moving average of $307.63.Price above its 200-day average ›
The price is 1.8% above the 200-day simple moving average of $289.29.50-day average above the 200-day ›
The 50-day average ($307.63) is 6.3% above the 200-day average ($289.29), the arrangement of a rising longer-term trend.In the upper half of its 52-week range ›
The price sits at 56% of its 52-week range, between $229.42 and $345.59.
MTUM share price
Pick a period: each tab shows how far MTUM has moved over it, to the last close.
Today's trading
Where MTUM sits inside today's range and its 52-week range.
MTUM fund facts and valuation
What the fund holds, what it costs and how it is valued.
Fund checks
4/5Expense ratio at or below 0.20% ›
The fund charges 0.15% a year, $15.00 on a $10,000 holding.Over $1B in net assets ›
Net assets total $20.4B.No sector above 35% of the fund ›
The largest sector, Technology, makes up 54.9% of the fund.Pays a distribution ›
The distribution yield is 0.58%.Price up over one year ›
The price rose 15.29% over the past year.
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.
Sector weights
Total returns, as the fund family reports them
| Period | MTUM |
|---|---|
| YTD | 27.18% |
| 1 month | 5.79% |
| 3 months | -7.44% |
| 1 year | 24.39% |
| 3 years | 32.44% |
| 5 years | 13.84% |
| 10 years | 16.48% |
As of Oct 27, 2026, MTUM has an expense ratio of 0.15%, $20.43B in net assets and a distribution yield of 0.58%.
Fund reference data as of Oct 27, 2026. Expense ratio and net assets are reported by the fund. The trailing returns are the fund family's own month-end total returns, with distributions included, so they can differ from the price changes elsewhere on this page.
Key statistics
The headline figures for MTUM.
What the numbers say
CleaRank Financial AI's reading of MTUM's holdings, performance and risks.
iShares MSCI USA Momentum Factor ETF (MTUM) is led by Technology, which makes up 54.9% of the fund, followed by Industrials at 10.1% and Healthcare at 9.4%. With more than half in one sector, MTUM moves with that sector more than a broadly spread fund would. MTUM is a Large Blend fund from iShares, launched on April 16, 2013.
Each year the expense ratio of 0.15% costs $15.00 on a $10,000 holding. The fund's net assets come to $20.4B. Its distribution yield is 0.58%, and portfolio turnover is 116%.
MTUM's price typically moves about 1.37% in a day, based on the 30-day standard deviation of its daily returns. The fund is concentrated, though. Technology is 54.9% of its holdings, so trouble in that sector would hit the fund as a whole.
MTUM AI analysis and technical indicators
CleaRank's score and reasoning, the indicators behind it, and what the price moves with.
Momentum checks
1/3RSI not overbought or oversold ›
The 14-day RSI is 38.9, showing bearish momentum without being oversold.RSI above 50 ›
An RSI of 38.9 is below the 50 midpoint, so sellers have had the upper hand over the last 14 days.MACD line above zero ›
The MACD line is negative, so the 12-day average is below the 26-day average.
CleaRank Financial AI analysis of MTUM
The score, the reasoning behind it, and what could move the price next.
MTUM is trading between its two moving averages. At $294.56, the fund sits 1.82% above its 200-day average of $289.29 but 4.25% below its 50-day average of $307.63. That 50-day average is 6.34% above the 200-day average, and the gap would shrink if the price keeps trading under the shorter average. Within its 52-week range, running from $229.42 up to $345.59, the price stands at 56%.
A recent pullback sits inside a stronger longer record: the price fell 7.52% over the past month, fell 2.57% over the past three months and rose 15.29% over the past year. On momentum, the 14-day RSI reads 38.9, in the bearish zone, above the oversold line, with the MACD line negative.
- Keep an eye on the two closest levels: the 20-day EMA at $303.56 sits above the price, and the 200-day SMA at $289.29 sits below it.
- The 14-day RSI reads 38.9, in the bearish zone, with the MACD line negative; readings above 70 or below 30 mark stretched momentum.
- Costs compound: at 0.15% a year, MTUM charges $15.00 on every $10,000 invested.
The trend is mixed: MTUM is above its 200-day average at $289.29 but below its 50-day average at $307.63. A close above the 50-day would turn both signals up, and a close below the 200-day would turn both down. In the meantime the price sits between the 200-day SMA ($289.29) underneath and the 20-day EMA ($303.56) overhead.
With the RSI in the bearish zone, momentum is working against a quick rebound.
Technical indicators
Momentum and trend for MTUM, from its daily closes.
As of October 26, 2026, with MTUM at $294.56, its 14-day RSI is 38.9 (showing bearish momentum without being oversold), its 50-day simple moving average is $307.63 and its 200-day is $289.29.
Calculated by CleaRank on daily closes as of October 26, 2026: Wilder's 14-day RSI, 50- and 200-day simple moving averages, MACD line (12, 26). How we calculate these
What MTUM moves with
Correlation of daily returns over one year: +1 moves in step, 0 has no link, -1 moves the opposite way.
As of October 26, 2026, MTUM's 1-year correlation of daily returns is +0.82 with S&P 500 (SPY), +0.89 with Nasdaq 100 (QQQ), +0.35 with Bitcoin (BTC) and +0.21 with gold (XAU).
MTUM trade plan: entry, stop loss and targets
Entry, stop and target levels from the moving averages and recent volatility. Educational, not advice.
MTUM trade plan
Entry, stop and target levels, sized to your account. Change the bias or the risk and every level updates.
Entry Strategies pick an entry style
Risk management
Profit targets (Based on Conservative Entry)
These levels come from MTUM's moving averages and recent volatility, not from a forecast. Educational levels, not financial advice; the full disclaimer is at the foot of the page.
Risk profile
How much MTUM tends to move, against the market and on its own.
MTUM price history and drawdowns
MTUM's worst falls and recoveries, what $10,000 became, and which months have been kind to it.
Track record checks
4/4Average daily move under 2% ›
The price has moved 1.37% on an average day (30-day standard deviation of daily returns).Recovered from its worst fall ›
The worst fall was 30.1%, from November 2021 to September 2022, regained by March 2024.Most 1-year holds ended higher ›
83% of 1-year holding periods in the last 10 years ended with a gain.Beat the S&P 500 since the chart begins ›
$10,000 invested in October 2016 is now worth $43,764, against $42,015 in the S&P 500 (SPY).
MTUM Drawdowns & Recovery
As of October 26, 2026, MTUM's worst peak-to-trough fall over the last 10 years with dividends reinvested was -30.1% (November 2021 to September 2022); it regained that peak by March 2024, 18 months after the low, and 83% of 1-year holding periods ended with a gain.
From weekly closing values with dividends reinvested. A drawdown is the fall from the highest value reached so far to a later low.
Growth of $10,000
What $10,000 put into MTUM in October 2016 is worth now, against the same amount in the S&P 500.
Against the market: MTUM beat the S&P 500 over this period: $43,764 against $42,015.
A $10,000 investment in MTUM in October 2016 would be worth about $43,764 today with dividends reinvested, compared with about $42,015 for the same investment in the S&P 500 benchmark (also with dividends reinvested).
Seasonal patterns
Which calendar months have been kind to MTUM, and which have not.
Strongest month, April: an average of +4.02%, up in 8 of 10 years.
Weakest month, March: an average of -3.10%, up in 4 of 10 years.
This month, October: has averaged +0.44%, up in 5 of 9 years. Past seasonality does not repeat on schedule.
Over the last 10 years, MTUM's strongest calendar month has been April (average +4.02%, up in 8 of 10 years) and its weakest March (average -3.10%, up in 4 of 10 years).
Average return for each calendar month over the last 10 years, from weekly closing prices with dividends included.
MTUM price prediction 2030
Thousands of simulated paths from the price history. A range of outcomes, not a forecast.
Monte Carlo projection
Thousands of simulated paths for $10,000 in MTUM, from its own past volatility. The shaded area holds 80% of them.
CleaRank's 4-year Monte Carlo simulation, based on 10 years of price history, projects that a $10,000 investment in MTUM today could grow to about $14,188 by 2030 in the base case, with a 90th-percentile outcome near $24,945 and a 10th-percentile outcome around $8,070. The simulation models price only; at today's 0.58% yield, dividends would add to these figures. Projections are statistical simulations, not guarantees.
MTUM 2030 Scenarios (Monte Carlo)
The same simulation in prices, year by year.
CleaRank's simulation projects a price near $418 for MTUM by 2030 in the base case, from $295 today (1.4x over 4 years). The 10th-percentile path ends near $238. 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 | 10th percentile | Base case | 90th percentile | range base today |
|---|---|---|---|---|
| 2027 | $242 | $321 | $426 | |
| 2028 | $235 | $351 | $523 | |
| 2029 | $235 | $383 | $624 | |
| 2030 | $238 | $418 | $735 |
Method: a lognormal simulation of MTUM's own volatility and capped historical trend, re-run daily; base case is the median path, the outer columns the 10th and 90th percentiles. How the simulation works
MTUM ETF forecast: questions people ask
Answered from the figures on this page, as of October 26, 2026.