MTUM
iShares MSCI USA Momentum Factor ETF
Price Chart
iShares MSCI USA Momentum Factor ETF (MTUM) is an exchange-traded fund that provides investors with exposure to factor-based investment strategies. It carries an expense ratio of 0.15%. The fund offers a dividend yield of approximately 0.89%. The portfolio holds 124 securities.
Category
Factor Investing
Dividend Yield
0.89%
Expense Ratio
0.15%
Holdings
124
Dividend History
Top Holdings
Key Features
- •Momentum factor
- •Trend following
- •Semi-annual rebalancing
- •Growth stock concentration
Advantages
- •Captures upward trends
- •Strong momentum
- •Potential for excess returns
- •Emerging market
Risks
- •Trend reversal risk
- •High volatility
- •Frequent turnover
- •Overvaluation risk
Rebalancing Strategy
Factor investing strategy; effective during market upswings
MTUM Investment Analysis
MTUM (iShares MSCI USA Momentum Factor ETF) is a Factor Investing ETF comprising 124 holdings. It has an expense ratio of 0.15% and a dividend yield of 0.89%. It has a reasonable expense ratio.
This ETF focuses on capital growth rather than dividend income.
MTUM can play an important role in your portfolio. It holds a sufficient number of stocks for adequate diversification.
US ETF Investment Notes
A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.
Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.
Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.