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

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

Which is cheaper, MTUM or SHY?

MTUM charges 0.15% a year and SHY charges 0.15%, so MTUM 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

MTUM vs SHY: how they differ

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

iShares MSCI USA Momentum Factor ETF and iShares 1-3 Year Treasury Bond ETF.

What they hold in common

By the books each fund has filed, MTUM and SHY 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 MTUM	Only in SHY
MICRON TECHNOLOGY, INC. 5.57%	United States of America 1.97%
BROADCOM INC. 5.41%	United States of America 1.86%
NVIDIA CORPORATION 4.65%	United States of America 1.72%
ADVANCED MICRO DEVICES, INC. 4.04%	United States of America 1.62%
INTEL CORPORATION 3.84%	United States of America 1.61%
JOHNSON & JOHNSON 3.76%	United States of America 1.53%
LAM RESEARCH CORPORATION 3.62%	United States of America 1.49%
EXXON MOBIL CORPORATION 3.44%	United States of America 1.47%

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.

MTUM and SHY on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	MTUM iShares MSCI USA Momentum Factor ETF	SHY iShares 1-3 Year Treasury Bond ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	iShares
What it is	MSCI USA Momentum Factor	1-3 Year Treasury Bond
Total return, 1 year	+21.8%	+1.7%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	+4.3 pts	−15.8 pts
Expense ratio	0.15%	0.15%
Holdings	125	89

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.

SHY in plain words

SHY is a bond fund tracking the 1-3 Year Treasury 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.

Questions people ask

Which returned more over the last year, MTUM or SHY?: In the year to Sep 12, 2026, with distributions reinvested, MTUM returned +21.8% and SHY returned +1.7%, so MTUM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, MTUM or SHY?: MTUM charges 0.15% a year and SHY charges 0.15%, so MTUM 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.

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

A comparison is not a recommendation. Standards and sources