MTUM ETF Analysis: USA Momentum Factor | BATS
Large Blend | BATS, USA | Market Cap: 25.364m USD | 12M Return: 26.4% | US46432F3964 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 281M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 11.7 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The iShares MSCI USA Momentum Factor ETF (MTUM) is a passively managed fund that seeks to track the performance of US large-cap stocks exhibiting relatively higher momentum characteristics than the broader MSCI USA Index. Under its investment policy, the fund commits at least 80% of its assets to the component securities of its underlying index and to investments with substantially identical economic characteristics.
MTUM employs a momentum factor strategy, an investment approach that selects securities based on their recent price performance, favoring stocks that have shown positive trends over the trailing period. Launched in 2013 and managed by BlackRock under the iShares brand, the fund offers investors targeted exposure to the momentum factor within the US large-cap equity universe.
- Momentum factor outperformance fueled by mega-cap tech rally
- Rising rates pressure high-momentum growth stock multiples
- Asset flows rotate between momentum and value factor ETFs
As of September 27, 2026, the stock is trading at USD 318.50 with a total of 1,056,412 shares traded. Over the past week, the price has changed by +2.87%, over one month by +5.54%, over three months by -5.94% and over the past year by +26.44%.
Current recommended Stop Loss: 303.40 (which is 4.7% or 2.6 ATR below the current price).
USA Momentum Factor has no consensus analysts rating.