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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

FTEC vs MTUM: how they differ

FTEC and MTUM hold 30% of their weight in the same names, and FTEC returned more over the year.

Fidelity MSCI Information Technology Index ETF and iShares MSCI USA Momentum Factor ETF.

What they hold in common

By the books each fund has filed, FTEC and MTUM hold 30% of their money in the same securities at the same weight.

Positions FTEC and MTUM both hold, largest shared weight first
HoldingFTECMTUM
Broadcom Inc5.01%5.41%
NVIDIA Corp18.00%4.65%
Micron Technology Inc2.64%5.57%
Advanced Micro Devices Inc2.60%4.04%
Intel Corp1.99%3.84%
Lam Research Corp1.49%3.62%
Applied Materials Inc1.45%2.36%
Palantir Technologies Inc1.40%1.52%
KLA Corp1.09%1.61%
International Business Machines Corp0.99%1.20%
Analog Devices Inc0.95%1.02%
Amphenol Corp0.86%1.55%
Largest positions each one holds and the other does not
Only in FTECOnly in MTUM
Apple Inc 14.38%JOHNSON & JOHNSON 3.76%
Microsoft Corp 9.54%EXXON MOBIL CORPORATION 3.44%
Cisco Systems Inc 1.66%CATERPILLAR INC. 3.21%
Oracle Corp 1.22%ALPHABET INC. 2.95%
Texas Instruments Inc 1.20%JPMORGAN CHASE & CO. 2.87%
QUALCOMM Inc 0.92%WALMART INC. 2.76%
Sandisk Corp/DE 0.80%GE VERNOVA INC. 2.54%
Salesforce Inc 0.77%ALPHABET INC. 2.39%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026.

FTEC and MTUM on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
FTEC
Fidelity MSCI Information Technology Index ETF
MTUM
iShares MSCI USA Momentum Factor ETF
Where it sitsCore index fundCore index fund
IssuerFidelityiShares
What it isMSCI Information TechnologyMSCI USA Momentum Factor
Total return, 1 year+35.7%+21.8%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+18.2 pts+4.3 pts
Expense ratio0.08%0.15%
Already in the S&P 50086.2%98.2%
Holdings282125

FTEC in plain words

FTEC is an index equity fund tracking the MSCI Information Technology. Over the year to Sep 11, 2026 it returned +35.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% a year. By its holdings filed for Apr 30, 2026, 86% of the fund by weight is stocks the S&P 500 also holds, across 282 positions, with the top ten at 58.8%. It sat 3.7% below its high of Jun 2, 2026 on Sep 11, 2026.

MTUM in plain words

MTUM is an index equity fund tracking the MSCI USA Momentum Factor. Over the year to Sep 11, 2026 it returned +21.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Apr 30, 2026, 98% of the fund by weight is stocks the S&P 500 also holds, across 125 positions, with the top ten at 40.5%. It sat 11.1% below its high of Jun 22, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, FTEC or MTUM?
In the year to Sep 12, 2026, with distributions reinvested, FTEC returned +35.7% and MTUM returned +21.8%, so FTEC returned more. One year is one year; the longer windows are in the table.
Which is cheaper, FTEC or MTUM?
FTEC charges 0.08% a year and MTUM charges 0.15%, so FTEC is cheaper. Fees come from each fund's prospectus.
How much do FTEC and MTUM overlap with the S&P 500?
By their latest filed holdings, 86% of FTEC and 98% of MTUM by weight is stocks the S&P 500 already holds. Between the two funds, 30% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

FTEC against MTUM, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, FTEC against MTUM, data as of Sep 12, 2026. https://etfiq.com/compare/any/FTEC-MTUM Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources