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

In the year to Oct 9, 2026, with distributions reinvested, EUSA returned +12.7% and MTUM +25.8%.

Which is cheaper, EUSA or MTUM?

EUSA is cheaper, by 0.06 percentage points a year. That is about $6 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do EUSA and MTUM overlap with the S&P 500?

By their latest filed holdings, 84% of EUSA and 93% of MTUM by weight is stocks the S&P 500 already holds.

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EUSA vs MTUM: Differences, Returns & Fees

EUSA and MTUM hold 23% of their weight in the same names, and MTUM returned +25.8% over the year. Net assets on Oct 9, 2026: $1.9bn for iShares MSCI USA Equal Weighted ETF and $20.3bn for iShares MSCI USA Momentum Factor ETF.

EUSA costs 0.06 points a year less; their one-year returns differ by 13.1 points; MTUM is 10.8 times larger.

	EUSA	MTUM
Expense ratio	0.09%	0.15%
Net assets	$1.9bn	$20.3bn
Total return, 1 year	+12.7%	+25.8%
What it tracks	MSCI USA Equal Weighted Index	MSCI USA Momentum SR Variant Index
Holdings in common	23%
Top ten holdings, share of the fund	2.8%	36.3%
Below its high	4.2%, high on Aug 13, 2026	7.1%, high on Jun 22, 2026

Holdings in common uses holdings dated Oct 8, 2026.

+12.7%

EUSA total return, 1 year

+25.8%

MTUM total return, 1 year

0.09%

EUSA expense ratio

0.15%

MTUM expense ratio

What they hold in common

By the books each fund has filed, EUSA and MTUM hold 23% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 8, 2026.

50%

half

23% in common

Positions both hold, largest shared weight first

Holding EUSA MTUM

ADVANCED MICRO DEVICES 0.27% 6.33%

BLOOM ENERGY CLASS A 0.27% 0.47%

CROWDSTRIKE HOLDINGS CLASS A 0.27% 1.69%

DELL TECHNOLOGIES INC CLASS C 0.27% 2.04%

HEWLETT PACKARD ENTERPRISE 0.27% 1.00%

LUMENTUM HOLDINGS 0.26% 0.82%

MARATHON PETROLEUM 0.26% 1.25%

VALERO ENERGY CORP 0.26% 1.20%

ASTERA LABS 0.25% 0.44%

FORTINET 0.25% 1.01%

CLOUDFLARE CLASS A 0.24% 0.53%

DATADOG INC CLASS A 0.24% 0.67%

Only in EUSA

STRATEGY INC CLASS A 0.30%

EVERPURE INC CLASS A 0.27%

META PLATFORMS CLASS A 0.27%

PTC 0.26%

NATERA 0.25%

SYNOPSYS 0.25%

ATLASSIAN CORP CLASS A 0.24%

ROBLOX CLASS A 0.24%

Only in MTUM

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On the same fields

EUSA

iShares MSCI USA Equal Weighted ETF

MTUM

iShares MSCI USA Momentum Factor ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index Tracks the MSCI USA Momentum Factor

Total return, 1 year +12.7% +25.8%

S&P 500 over the same days +17.3% +17.3%

Gap to the S&P 500 −4.6 pts +8.6 pts

Expense ratio 0.09% 0.15%

Already in the S&P 500 84.2% 93.2%

Holdings 517 126

Net assets $1.9bn $20.3bn

EUSA and MTUM on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

EUSA in plain words

EUSA tracks an index. Over the year to Oct 9, 2026 it returned +12.7% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.09% a year. By its holdings published by its issuer for Oct 8, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 517 positions, with the top ten at 2.8%. It sat 4.2% below its high of Aug 13, 2026 on Oct 9, 2026.

MTUM in plain words

MTUM tracks the MSCI USA Momentum Factor. Over the year to Oct 9, 2026 it returned +25.8% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 8, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 126 positions, with the top ten at 36.3%. It sat 7.1% below its high of Jun 22, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, EUSA or MTUM?: In the year to Oct 9, 2026, with distributions reinvested, EUSA returned +12.7% and MTUM +25.8%.
Which is cheaper, EUSA or MTUM?: EUSA is cheaper, by 0.06 percentage points a year. That is about $6 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do EUSA and MTUM overlap with the S&P 500?: By their latest filed holdings, 84% of EUSA and 93% of MTUM by weight is stocks the S&P 500 already holds.

Other comparisons

EUSA vs IWV EUSA vs OEF EUSA vs SPHQ EUSA vs SPMO GUSA vs MTUM GSUS vs MTUM MTUM vs USCA LRGF vs MTUM

EUSA on its own →MTUM on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

EUSA filings on SEC EDGAR ↗EUSA prospectus with the expense ratio (SEC) ↗iShares page for EUSA ↗MTUM filings on SEC EDGAR ↗MTUM prospectus with the expense ratio (SEC) ↗iShares page for MTUM ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, EUSA against MTUM, data as of Oct 9, 2026. https://etfiq.com/compare/any/eusa-vs-mtum

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.