Momentum Factor

Stocks selected for recent price-momentum. Higher turnover than other factor funds, which moderately erodes tax efficiency.

3 funds in the catalog. Scored using methodology v0.5.2.

Top score

MTUM 84 / 100

iShares MSCI USA Momentum Factor ETF

Cheapest

SPMO 0.13%

Invesco S&P 500 Momentum ETF

Largest by AUM

SPMO $21.36B

Invesco S&P 500 Momentum ETF

All Momentum Factor funds

Score	Ticker	Name	Expense	AUM	Yield
84	MTUM	iShares MSCI USA Momentum Factor ETF	0.15%	$17.75B	0.69%
83	SPMO	Invesco S&P 500 Momentum ETF	0.13%	$21.36B	0.85%
76	IMTM	iShares MSCI Intl Momentum Factor ETF	0.30%	$4.17B	4.65%

Compare within Momentum Factor

The closest-held pairs in this category, by holdings overlap. Each side-by-side breaks down shared positions, cost difference, and the full score breakdown.

MTUM vs SPMO 58.4% overlap
IMTM vs MTUM 0.0% overlap
IMTM vs SPMO 0.0% overlap

Every other pairing is on the compare hub.

Methodology v0.5.2. See /methodology/ for every threshold and weight used to score these funds.