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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

INDA vs MTUM: how they differ

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

iShares MSCI India ETF and iShares MSCI USA Momentum Factor ETF.

What they hold in common

By the books each fund has filed, INDA 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 INDAOnly in MTUM
RELIANCE INDUSTRIES LIMITED 6.23%MICRON TECHNOLOGY, INC. 5.57%
HDFC BANK LIMITED 6.15%BROADCOM INC. 5.41%
ICICI BANK LIMITED 4.68%NVIDIA CORPORATION 4.65%
BHARTI AIRTEL LIMITED 3.63%ADVANCED MICRO DEVICES, INC. 4.04%
INFOSYS LIMITED 2.92%INTEL CORPORATION 3.84%
AXIS BANK LIMITED 2.23%JOHNSON & JOHNSON 3.76%
MAHINDRA AND MAHINDRA LIMITED 2.20%LAM RESEARCH CORPORATION 3.62%
LARSEN AND TOUBRO LIMITED 2.13%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.

INDA and MTUM on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
INDA
iShares MSCI India ETF
MTUM
iShares MSCI USA Momentum Factor ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isMSCI IndiaMSCI USA Momentum Factor
Total return, 1 year−8.8%+21.8%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−26.3 pts+4.3 pts
Expense ratio0.61%0.15%
Already in the S&P 5000.0%98.2%
Holdings169125

INDA in plain words

INDA is an index equity fund tracking the MSCI India. Over the year to Sep 11, 2026 it returned −8.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.61% a year. By its holdings filed for May 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 169 positions, with the top ten at 33.7%. It sat 17.4% below its high of Sep 26, 2024 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, INDA or MTUM?
In the year to Sep 12, 2026, with distributions reinvested, INDA returned −8.8% and MTUM returned +21.8%, so MTUM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, INDA or MTUM?
INDA charges 0.61% a year and MTUM charges 0.15%, so MTUM is cheaper. Fees come from each fund's prospectus.
How much do INDA and MTUM overlap with the S&P 500?
By their latest filed holdings, 0% of INDA and 98% of MTUM by weight is stocks the S&P 500 already holds. Between the two funds, 0% 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.

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

A comparison is not a recommendation. Standards and sources