MTUM vs NOBL

iShares MSCI USA Momentum Factor ETF vs ProShares S&P 500 Dividend Aristocrats ETF

Quick take
  • MTUM has the lower expense ratio at 0.15% vs 0.35% for NOBL.
  • NOBL pays a higher dividend yield (2.07%).

Side-by-side metrics

MetricMTUMNOBL
Expense ratio
Annual fee. Lower is better.
0.15%0.35%
Dividend yield
Trailing 12-month yield.
0.54%2.07%
AUM
Assets under management — bigger funds are typically more liquid.
$29.05B$11.53B
YTD return
26.03%9.90%
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.
1.240.60
P/E ratio
33.3923.65
Last price
$324.21$56.46
Inception
Issuer
iSharesProShares

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%

NOBL top holdings

Top holdings · NOBL
CATCaterpillar Inc1.86%
WSTWest Pharmaceutical Services Inc1.83%
SWKStanley Black & Decker Inc1.72%
ABBVAbbVie Inc1.71%
BENFranklin Resources Inc1.71%
SJMJM Smucker Co1.64%
HRLHormel Foods Corp1.63%
GWWW.W. Grainger Inc1.62%
CAHCardinal Health Inc1.62%
ESSEssex Property Trust Inc1.61%
Sector breakdown · NOBL
Real Estate4.5%
Consumer Cyclical5.4%
Basic Materials9.7%
Consumer Defensive23.3%
Technology4.4%
Financial Services13.0%
Utilities5.6%
Industrials20.7%
Energy2.5%
Healthcare10.8%

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%.

About NOBL

NOBL (ProShares S&P 500 Dividend Aristocrats ETF) is S&P 500 names with 25+ years of dividend growth. Managed by ProShares, the fund carries $11.5B in assets under management, an expense ratio of 0.35%, a dividend yield of 2.07%. Its largest holding is Caterpillar Inc (CAT), which represents 1.9% of the portfolio. Real Estate is the fund's largest sector exposure at 4.5%.