MTUMvsLGDXETF Comparison
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iShares MSCI USA Momentum Factor ETF (MTUM) belongs to the US Multi-Factor segment. Intech S&P Large Cap Diversified Alpha ETF (LGDX) is part of the US Large Cap segment. MTUM's top 3 sector exposures are Technology, Industrials and Energy. In contrast, LGDX's top sector exposures are Technology, Finance and Healthcare. MTUM is less expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.25% for LGDX. MTUM is up 21.02% year-to-date (YTD) with +$260M in YTD flows. LGDX performs worse with 7.82% YTD performance, and -$2M in YTD flows. Run a side-by-side ETF comparison of MTUM and LGDX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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MTUM vs LGDX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MTUM LGDX | -10.09%+0.44% | +7.81%+3.68% | +21.02%+7.82% | +26.37%+14.22% | +113.48%n/a | +84.12%n/a |
| Flows | MTUM LGDX | -$328M-$26K | -$571M-$2M | +$260M-$2M | +$2.21B+$26M | +$5.52B- | +$1.92B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MTUM LGDX | +37.16%+12.43% | +24.79%+13.06% | +22.39%n/a | +21.77%n/a |
| Max drawdown | MTUM LGDX | -12.63%-4.52% | -12.63%-8.94% | -20.97%n/a | -32.26%n/a |
| Max drawdown duration | MTUM LGDX | 35d57d | 35d76d | 85dn/a | 849dn/a |
Trading data
MTUM | LGDX | |
Last sale 7/29/2026 at 2:20 PM | $288.98 | $24.75 |
| Previous close 07/27/2026 | $292.32 | $24.70 |
| Consolidated volume 07/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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LGDX
is actively managed and doesn’t replicate an indexMTUM | LGDX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/29/2026 at 2:20 PM
Live
Closed
MTUM | LGDX | |
|---|---|---|
| Last price | $288.98 | $24.75 |
| 1D performance | -1.14% | +0.22% |
| AuM | $25.15 B | $140.27 M |
| E/R | 0.15% | 0.25% |
Characteristics
MTUM | LGDX | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | Intech Investment Management |
| Benchmark | MSCI USA Momentum SR Variant Index | - |
| N° of holdings | 125 | 273 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 16, 2013 | February 27, 2025 |
| ESG | No | No |
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Exposure
Countries
MTUM
USA
98.6%
Other
1.4%
LGDX
USA
98.22%
Other
1.78%
Sectors
MTUM
Technology
54.98%
Industrials
15.43%
Energy
9.1%
Other
20.49%
LGDX
Technology
44.69%
Finance
13.87%
Healthcare
9.12%
Consumer Non-Cycl.
7.22%
Industrials
7.19%
Other
17.91%
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Diversification
MTUM
Total weight of top 15 holdings out of 15
54.64%
LGDX
Total weight of top 15 holdings out of 15
44.74%
Top 15 holdings
Data as of June 30, 2026
MTUM
Micron Technology, Inc.
7.19%
Intel Corp.
5.49%
Advanced Micro Devices, Inc.
5.44%
Caterpillar, Inc.
4.17%
Broadcom Inc.
4.00%
Lam Research Corp.
4.00%
Applied Materials, Inc.
3.86%
GE Vernova, Inc.
3.18%
Johnson & Johnson
3.06%
Exxon Mobil Corp.
2.89%
Walmart, Inc.
2.35%
Western Digital Corp.
2.28%
Alphabet, Inc.
2.26%
Cisco Systems, Inc.
2.25%
KLA Corp.
2.20%
LGDX
NVIDIA Corp.
8.41%
Apple, Inc.
5.10%
Microsoft Corp.
4.90%
Alphabet, Inc.
4.21%
Broadcom Inc.
3.51%
Alphabet, Inc.
3.36%
Amazon.com, Inc.
2.94%
Meta Platforms, Inc.
2.51%
Tesla, Inc.
1.63%
Cisco Systems, Inc.
1.49%
Micron Technology, Inc.
1.48%
Eli Lilly & Co.
1.47%
Advanced Micro Devices, Inc.
1.38%
Citigroup, Inc.
1.21%
Johnson & Johnson
1.14%
Frequently asked questions about MTUM and LGDX
How have the MTUM and LGDX ETFs performed in 2026?
As of July 27, 2026, MTUM is up 21.02% year-to-date (YTD), while LGDX has returned 7.82%. That puts MTUM better performer ahead so far this year.
Which ETF is attracting more investor money: MTUM or LGDX?
Year-to-date, the MTUM ETF saw +$260M in flows, compared to -$2M for LGDX.
Which ETF is more volatile: MTUM or LGDX?
Over the past year, MTUM had a volatility of 24.79%, while LGDX experienced 13.06%.
Which ETF is bigger: MTUM or LGDX?
As of July 27, 2026, MTUM holds $25.15 B in assets under management (AUM), while LGDX manages $140.27 M.
What sectors do the MTUM and LGDX ETFs invest in?
MTUM leans toward sectors like Technology, Industrials and Energy. Meanwhile, LGDX focuses on Technology, Finance and Healthcare.
What are the top holdings of the MTUM ETF and LGDX ETF?
MTUM top holdings include Micron Technology, Inc., Intel Corp. and Advanced Micro Devices, Inc.. LGDX holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: MTUM or LGDX?
MTUM holds 127 securities with 54.64% of its assets in the top 15. LGDX has 274 securities and a top 15 weight of 44.74%.
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