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

In the year to Sep 12, 2026, with distributions reinvested, MTUM returned +21.8% and TIP returned −1.0%, so MTUM returned more. One year is one year; the longer windows are in the table.

Which is cheaper, MTUM or TIP?

MTUM charges 0.15% a year and TIP charges 0.18%, 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 TIP: how they differ

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

iShares MSCI USA Momentum Factor ETF and iShares TIPS Bond ETF.

What they hold in common

By the books each fund has filed, MTUM and TIP 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 TIP
MICRON TECHNOLOGY, INC. 5.57%	United States of America 4.10%
BROADCOM INC. 5.41%	United States of America 4.04%
NVIDIA CORPORATION 4.65%	United States of America 3.63%
ADVANCED MICRO DEVICES, INC. 4.04%	United States of America 3.44%
INTEL CORPORATION 3.84%	United States of America 3.41%
JOHNSON & JOHNSON 3.76%	United States of America 3.39%
LAM RESEARCH CORPORATION 3.62%	United States of America 3.37%
EXXON MOBIL CORPORATION 3.44%	United States of America 3.36%

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.

MTUM and TIP on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	MTUM iShares MSCI USA Momentum Factor ETF	TIP iShares TIPS Bond ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	iShares
What it is	MSCI USA Momentum Factor	TIPS Bond
Total return, 1 year	+21.8%	−1.0%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	+4.3 pts	−18.5 pts
Expense ratio	0.15%	0.18%
Holdings	125	48

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.

TIP in plain words

TIP is a bond fund tracking the TIPS Bond. Over the year to Sep 11, 2026 it returned −1.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.18% a year.

Questions people ask

Which returned more over the last year, MTUM or TIP?: In the year to Sep 12, 2026, with distributions reinvested, MTUM returned +21.8% and TIP returned −1.0%, so MTUM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, MTUM or TIP?: MTUM charges 0.15% a year and TIP charges 0.18%, 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 TIP, 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 TIP, data as of Sep 12, 2026. https://etfiq.com/compare/any/MTUM-TIP Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources