EWZ vs MTUM
iShares MSCI Brazil ETF vs iShares MSCI USA Momentum Factor ETF
- • MTUM has the lower expense ratio at 0.15% vs 0.59% for EWZ.
- • EWZ pays a higher dividend yield (4.24%).
Side-by-side metrics
| Metric | EWZ | MTUM |
|---|---|---|
Expense ratio Annual fee. Lower is better. | 0.59% | 0.15% |
Dividend yield Trailing 12-month yield. | 4.24% | 0.54% |
AUM Assets under management — bigger funds are typically more liquid. | $9.07B | $29.05B |
YTD return | 9.34% | 26.03% |
1-year return | — | — |
3-year return Annualized. | — | — |
5-year return Annualized. | — | — |
10-year return Annualized. | — | — |
Beta (3Y) Volatility relative to the market. Closer to 1 = market-like. | 0.92 | 1.24 |
P/E ratio | 11.19 | 33.08 |
Last price | $34.96 | $321.20 |
Inception | — | — |
Issuer | iShares | iShares |
EWZ top holdings
| VALE3.SA | Vale SA | 10.66% |
| NU | Nu Holdings Ltd Ordinary Shares Class A | 9.12% |
| ITUB4 | Itau Unibanco Holding SA Participating Preferred | 8.61% |
| PETR4 | Petroleo Brasileiro SA Petrobras Participating Preferred | 6.19% |
| PETR3.SA | Petroleo Brasileiro SA Petrobras | 5.83% |
| BBDC4 | Bank Bradesco SA Participating Preferred | 3.76% |
| AXIA3.SA | Axia Energia | 3.47% |
| WEGE3.SA | Weg SA | 3.25% |
| ABEV3.SA | Ambev SA | 3.20% |
| B3SA3.SA | B3 SA - Brasil Bolsa Balcao | 3.16% |
MTUM top holdings
| MU | Micron Technology Inc | 7.19% |
| INTC | Intel Corp | 5.49% |
| AMD | Advanced Micro Devices Inc | 5.44% |
| CAT | Caterpillar Inc | 4.17% |
| AVGO | Broadcom Inc | 4.00% |
| LRCX | Lam Research Corp | 4.00% |
| AMAT | Applied Materials Inc | 3.86% |
| GEV | GE Vernova Inc | 3.18% |
| JNJ | Johnson & Johnson | 3.06% |
| XOM | Exxon Mobil Corp | 2.89% |
About EWZ
EWZ (iShares MSCI Brazil ETF) is Brazilian large- and mid-cap equities. Managed by iShares, the fund carries $9.1B in assets under management, an expense ratio of 0.59%, a dividend yield of 4.24%. Its largest holding is Vale SA (VALE3.SA), which represents 10.7% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 1.5%.
About MTUM
MTUM (iShares MSCI USA Momentum Factor ETF) is US large-caps with momentum tilt. Managed by iShares, the fund carries $29.0B in assets under management, an expense ratio of 0.15%, a dividend yield of 0.54%. Its largest holding is Micron Technology Inc (MU), which represents 7.2% of the portfolio. Real Estate is the fund's largest sector exposure at 1.2%.