MTUMvsUDIVETF Comparison
iShares MSCI USA Momentum Factor ETF (MTUM) belongs to the US Multi-Factor segment. Franklin U.S. Core Dividend Tilt Index ETF (UDIV) is part of the US High Dividend segment. MTUM's top 3 sector exposures are Information Technology, Industrials and Financials. In contrast, UDIV's top sector exposures are Information Technology, Communication Services and Financials. MTUM is more expensive with a Total Expense Ratio (TER) of 0.15%, versus 0.06% for UDIV. MTUM is up 29.79% year-to-date (YTD) with +$263M in YTD flows. UDIV performs worse with 13.44% YTD performance, and -$4M in YTD flows. Run a side-by-side ETF comparison of MTUM and UDIV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
MTUM vs UDIV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MTUM UDIV | +6.99%+1.68% | +33.16%+14.28% | +29.79%+13.44% | +40.79%+29.40% | +137.90%+87.80% | +101.69%+90.08% |
| Flows | MTUM UDIV | -$910M-$9M | -$386M-$3M | +$263M-$4M | +$2.45B+$28M | +$5.15B+$47M | +$1.90B+$46M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MTUM UDIV | +29.65%+15.29% | +21.05%+12.45% | +21.03%+15.02% | +21.05%+15.48% |
| Max drawdown | MTUM UDIV | -7.47%-5.06% | -11.58%-8.29% | -20.97%-19.04% | -32.26%-23.39% |
| Max drawdown duration | MTUM UDIV | 9d21d | 69d63d | 85d126d | 849d694d |
MTUM | UDIV | |
Last sale 6/12/2026 at 1:30 PM | $324.40 | $59.97 |
| Previous close 06/11/2026 | $319.01 | $59.62 |
| Consolidated volume 06/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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MTUM | UDIV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
MTUM | UDIV | |
|---|---|---|
| Last price | $324.40 | $59.97 |
| 1D performance | +1.69% | +0.58% |
| AuM | $27.03 B | $119.94 M |
| E/R | 0.15% | 0.06% |
MTUM | UDIV | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | Franklin Templeton |
| Benchmark | MSCI USA Momentum SR Variant Index | Morningstar US Dividend Enhanced Select Index |
| N° of holdings | 114 | 273 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 16, 2013 | June 1, 2016 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
