MTUM vs USMV — stock comparison tool

MTUM currently yields 0.63% TTM versus USMV at 1.38%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

MTUMUSMV
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
MTUM
USMV

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

MTUM Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

Loading returns…

USMV Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

Loading returns…

Best Total Return

—

No data

Highest Dividend Income

—

No data

Best Avg Annual Return

—

No data

DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
MTUM$295.84
—

iShares MSCI USA Momentum Factor ETF

USMV$102.32
—

iShares MSCI USA Min Vol Factor ETF

Dividend Information

Dividend Yield
0.63%
1.38%
Annual Dividend
$1.85
$1.41
Dividend Growth (5yr)
-
-
Years of Growth
1
0
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

MTUM

125 holdings
Technology51.40%
Information Technology51.04%
Industrials10.31%
Healthcare10.16%
Health Care10.08%
Energy9.91%
Financial Services6.04%
Financials5.45%
Communication5.07%
Communication Services4.96%
Consumer Staples3.12%
Other10.69%

Top 10 holdings

NameWeight
AMDADVANCED MICRO DEVICES5.90%
MUMICRON TECHNOLOGY4.94%
AVGOBROADCOM INC4.47%
INTCINTEL CORPORATION3.90%
CSCOCISCO SYSTEMS INC3.53%
JNJJOHNSON & JOHNSON3.30%
XOMEXXONMOBIL HOLDINGS CORP2.97%
GOOGLALPHABET CLASS A2.85%
AMATAPPLIED MATERIAL INC2.68%
SNDKSANDISK2.57%
Top 1037.10%

USMV

174 holdings
Technology32.82%
Information Technology32.69%
Health Care14.28%
Healthcare14.08%
Financial Services13.19%
Financials13.07%
Consumer Staples9.80%
Consumer Defensive9.28%
Utilities6.47%
Industrials6.19%
Consumer Cyclical5.37%
Other23.87%

Top 10 holdings

NameWeight
MSFTMICROSOFT1.65%
XOMEXXONMOBIL HOLDINGS CORP1.56%
APHAMPHENOL CORP CLASS A1.54%
CBCHUBB1.53%
MCKMCKESSON CORP1.52%
BRK-BBERKSHIRE HATHAWAY INC CLASS B1.49%
NVDANVIDIA1.49%
WELLWELLTOWER1.48%
0VQD.LCHUBB1.46%
MSIMOTOROLA SOLUTIONS INC1.43%
Top 1015.14%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

722872
MTUMSharedUSMV

Overlap by weight

22%

Share of portfolio weight that appears in both funds.

# overlapping holdings

28

MTUM: 28% also in USMVUSMV: 28% also in MTUM

MTUM: showing top 100 holdings by weight (of 125) · USMV: showing top 100 holdings by weight (of 174). Overlap counts use this top slice, not the full fund book.

Sector drift (MTUM vs USMV)

Left = heavier in MTUM. Right = heavier in USMV.

MTUM overweight (left)USMV overweight (right)
28 shown

Overlapping tickers

XOM		3.0%1.6%1.6%
MRK		1.9%1.4%1.4%
JNJ		3.3%1.4%1.4%
KO		2.1%1.3%1.3%
CSCO		3.5%1.3%1.3%
WELL		1.0%1.5%1.0%
AVGO		4.5%0.9%0.9%
FTNT		1.0%0.8%0.8%
APH		0.8%1.5%0.8%
AMD		5.9%0.8%0.8%

Want to track these stocks?

Add them to your portfolio for real-time dividend tracking, alerts, and performance insights.

Create Portfolio
MTUM vs USMV Dividend Comparison | DRIP Tool | Dividend Wealth