INDA vs MTUM

iShares MSCI India ETF vs iShares MSCI USA Momentum Factor ETF

Quick take
  • MTUM has the lower expense ratio at 0.15% vs 0.61% for INDA.
  • MTUM pays a higher dividend yield (0.54%).

Side-by-side metrics

MetricINDAMTUM
Expense ratio
Annual fee. Lower is better.
0.61%0.15%
Dividend yield
Trailing 12-month yield.
0.00%0.54%
AUM
Assets under management — bigger funds are typically more liquid.
$6.87B$29.05B
YTD return
-9.99%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.
0.561.24
P/E ratio
22.1533.39
Last price
$49.10$324.21
Inception
Issuer
iSharesiShares

INDA top holdings

Top holdings · INDA
HDFCBANK.NSHDFC Bank Ltd6.53%
RELIANCE.NSReliance Industries Ltd6.09%
ICICIBANK.NSICICI Bank Ltd5.64%
BHARTIARTL.NSBharti Airtel Ltd3.87%
XTSLABlackRock Cash Funds Treasury SL Agency2.74%
INFY.NSInfosys Ltd2.42%
AXISBANK.BOAxis Bank Ltd2.33%
LT.NSLarsen & Toubro Ltd2.15%
M&M.NSMahindra & Mahindra Ltd2.08%
500034Bajaj Finance Ltd1.87%
Sector breakdown · INDA
Real Estate1.3%
Consumer Cyclical12.2%
Basic Materials8.5%
Consumer Defensive5.6%
Technology7.2%
Communication Services5.0%
Financial Services30.3%
Utilities4.2%
Industrials10.5%
Energy8.8%
Healthcare6.4%

MTUM top holdings

Top holdings · MTUM
MUMicron Technology Inc7.19%
INTCIntel Corp5.49%
AMDAdvanced Micro Devices Inc5.44%
CATCaterpillar Inc4.17%
AVGOBroadcom Inc4.00%
LRCXLam Research Corp4.00%
AMATApplied Materials Inc3.86%
GEVGE Vernova Inc3.18%
JNJJohnson & Johnson3.06%
XOMExxon Mobil Corp2.89%
Sector breakdown · MTUM
Real Estate1.2%
Consumer Cyclical2.6%
Basic Materials1.9%
Consumer Defensive3.4%
Technology53.2%
Communication Services4.4%
Financial Services4.7%
Utilities0.6%
Industrials15.4%
Energy9.1%
Healthcare3.6%

About INDA

INDA (iShares MSCI India ETF) is Indian large- and mid-cap equities. Managed by iShares, the fund carries $6.9B in assets under management, an expense ratio of 0.61%. Its largest holding is HDFC Bank Ltd (HDFCBANK.NS), which represents 6.5% of the portfolio. Real Estate is the fund's largest sector exposure at 1.3%.

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%.