MTUM vs SMH

iShares MSCI USA Momentum Factor ETF vs VanEck Semiconductor ETF

Quick take
  • MTUM has the lower expense ratio at 0.15% vs 0.35% for SMH.
  • MTUM pays a higher dividend yield (0.69%).

Side-by-side metrics

MetricMTUMSMH
Expense ratio
Annual fee. Lower is better.
0.15%0.35%
Dividend yield
Trailing 12-month yield.
0.69%0.22%
AUM
Assets under management — bigger funds are typically more liquid.
$24.18B$58.79B
YTD return
19.63%52.66%
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.
1.261.82
P/E ratio
32.2044.45
Last price
$293.91$540.10
Inception
Issuer
iSharesVanEck

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%

SMH top holdings

Top holdings · SMH
NVDANVIDIA Corp18.09%
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR10.59%
AVGOBroadcom Inc7.83%
INTCIntel Corp7.14%
AMDAdvanced Micro Devices Inc5.95%
MUMicron Technology Inc4.98%
TXNTexas Instruments Inc4.90%
KLACKLA Corp4.49%
ADIAnalog Devices Inc4.41%
LRCXLam Research Corp4.11%
Sector breakdown · SMH
Technology100.0%

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 SMH

SMH (VanEck Semiconductor ETF) is 25 largest semiconductor companies. Managed by VanEck, the fund carries $58.8B in assets under management, an expense ratio of 0.35%, a dividend yield of 0.22%. Its largest holding is NVIDIA Corp (NVDA), which represents 18.1% of the portfolio. Technology is the fund's largest sector exposure at 100.0%.