Which returned more over the last year, IGSB or MTUM?

In the year to Sep 12, 2026, with distributions reinvested, IGSB returned +1.7% and MTUM returned +21.8%, so MTUM returned more. One year is one year; the longer windows are in the table.

Which is cheaper, IGSB or MTUM?

IGSB charges 0.04% a year and MTUM charges 0.15%, so IGSB is cheaper. Fees come from each fund's prospectus.

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

ETFIQetfiq.com · independent ETF data

IGSB vs MTUM: how they differ

IGSB and MTUM hold 0% of their weight in the same names, and MTUM returned more over the year.

iShares 1-5 Year Investment Grade Corporate Bond ETF and iShares MSCI USA Momentum Factor ETF.

What they hold in common

By the books each fund has filed, IGSB and MTUM hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in IGSB	Only in MTUM
EAGLE FUNDING LUXCO SARL 0.31%	MICRON TECHNOLOGY, INC. 5.57%
T-MOBILE USA INC 0.18%	BROADCOM INC. 5.41%
BANK OF AMERICA CORP 0.16%	NVIDIA CORPORATION 4.65%
ABBVIE INC 0.14%	ADVANCED MICRO DEVICES, INC. 4.04%
AMAZON.COM INC 0.13%	INTEL CORPORATION 3.84%
CVS HEALTH CORP 0.13%	JOHNSON & JOHNSON 3.76%
BOEING CO 0.12%	LAM RESEARCH CORPORATION 3.62%
MARS INC 0.12%	EXXON MOBIL CORPORATION 3.44%

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 and May 31, 2026.

IGSB and MTUM on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	MTUM iShares MSCI USA Momentum Factor ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	iShares
What it is	1-5 Year Investment Grade Corporate Bond	MSCI USA Momentum Factor
Total return, 1 year	+1.7%	+21.8%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−15.8 pts	+4.3 pts
Expense ratio	0.04%	0.15%
Holdings	4606	125

IGSB in plain words

IGSB is a bond fund tracking the 1-5 Year Investment Grade Corporate Bond. Over the year to Sep 11, 2026 it returned +1.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year.

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, IGSB or MTUM?: In the year to Sep 12, 2026, with distributions reinvested, IGSB returned +1.7% and MTUM returned +21.8%, so MTUM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IGSB or MTUM?: IGSB charges 0.04% a year and MTUM charges 0.15%, so IGSB is cheaper. Fees come from each fund's prospectus.

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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.

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

A comparison is not a recommendation. Standards and sources