MTUM vs QQQM

iShares MSCI USA Momentum Factor ETF vs Invesco Nasdaq 100 ETF

Quick take
  • MTUM pays a higher dividend yield (0.69%).

Side-by-side metrics

MetricMTUMQQQM
Expense ratio
Annual fee. Lower is better.
0.15%0.15%
Dividend yield
Trailing 12-month yield.
0.69%0.46%
AUM
Assets under management — bigger funds are typically more liquid.
$24.18B$82.92B
YTD return
19.63%13.39%
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.
1.261.18
P/E ratio
32.2033.90
Last price
$293.91$286.12
Inception
Issuer
iSharesInvesco

MTUM top holdings

Top holdings · MTUM
MUMicron Technology Inc5.56%
AVGOBroadcom Inc5.40%
NVDANVIDIA Corp4.64%
AMDAdvanced Micro Devices Inc4.03%
INTCIntel Corp3.83%
JNJJohnson & Johnson3.76%
LRCXLam Research Corp3.61%
XOMExxon Mobil Corp3.43%
CATCaterpillar Inc3.21%
GOOGLAlphabet Inc Class A2.94%
Sector breakdown · MTUM
Real Estate1.8%
Consumer Cyclical3.6%
Basic Materials1.7%
Consumer Defensive3.3%
Technology44.4%
Communication Services7.3%
Financial Services10.4%
Utilities1.6%
Industrials15.6%
Energy3.5%
Healthcare6.9%

QQQM top holdings

Top holdings · QQQM
NVDANVIDIA Corp8.52%
AAPLApple Inc7.00%
MSFTMicrosoft Corp5.32%
AMZNAmazon.com Inc5.00%
GOOGLAlphabet Inc Class A3.94%
GOOGAlphabet Inc Class C3.65%
AVGOBroadcom Inc3.48%
TSLATesla Inc3.35%
METAMeta Platforms Inc Class A3.17%
WMTWalmart Inc3.13%
Sector breakdown · QQQM
Real Estate0.1%
Consumer Cyclical12.3%
Basic Materials1.1%
Consumer Defensive7.7%
Technology53.8%
Communication Services15.8%
Financial Services0.2%
Utilities1.4%
Industrials2.8%
Energy0.6%
Healthcare4.2%

About MTUM

MTUM (iShares MSCI USA Momentum Factor ETF) is US large-caps with momentum tilt. Managed by iShares, the fund carries $24.2B in assets under management, an expense ratio of 0.15%, a dividend yield of 0.69%. Its largest holding is Micron Technology Inc (MU), which represents 5.6% of the portfolio. Real Estate is the fund's largest sector exposure at 1.8%.

About QQQM

QQQM (Invesco Nasdaq 100 ETF) is Retail-sized version of QQQ tracking the Nasdaq-100. Managed by Invesco, the fund carries $82.9B in assets under management, an expense ratio of 0.15%, a dividend yield of 0.46%. Its largest holding is NVIDIA Corp (NVDA), which represents 8.5% of the portfolio. Real Estate is the fund's largest sector exposure at 0.1%.