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Data as of Sep 21, 2026.

ETFIQetfiq.com · independent ETF data

FBTC vs MTUM: how they differ

FBTC is a spot crypto ETP and MTUM an equity index fund, and over the year MTUM returned more, +22.4% against −31.0%.

Fidelity Wise Origin Bitcoin Fund and iShares MSCI USA Momentum Factor ETF.

FBTC and MTUM on the fields both publish, as of Sep 21, 2026. Source: ETFIQ.
FBTC
Fidelity Wise Origin Bitcoin Fund
MTUM
iShares MSCI USA Momentum Factor ETF
Where it sitsCore fundCore fund
IssuerFidelityiShares
What it isHolds bitcoinTracks the MSCI USA Momentum Factor
Total return, 1 year−31.0%+22.4%
S&P 500 over the same days+16.6%+16.6%
Gap to the S&P 500−47.6 pts+5.8 pts
Expense ratio0.25%0.15%
Holdingsnot filed129
Net assets$13.9bn$24.8bn

FBTC in plain words

FBTC holds bitcoin. Over the year to Sep 18, 2026 it returned −31.0% with distributions reinvested, against +16.6% for the S&P 500 and +21.8% for the Nasdaq-100. The prospectus expense ratio is 0.25% a year. It sat 35.4% below its high of Oct 6, 2025 on Sep 18, 2026.

MTUM in plain words

MTUM tracks the MSCI USA Momentum Factor. Over the year to Sep 18, 2026 it returned +22.4% with distributions reinvested, against +16.6% for the S&P 500 and +21.8% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Sep 18, 2026, 98% of the fund by weight is stocks the S&P 500 also holds, across 129 positions, with the top ten at 36.2%. It sat 10.1% below its high of Jun 22, 2026 on Sep 18, 2026.

Questions people ask

Which returned more over the last year, FBTC or MTUM?
In the year to Sep 21, 2026, with distributions reinvested, FBTC returned −31.0% and MTUM returned +22.4%, so MTUM returned more.
Which is cheaper, FBTC or MTUM?
FBTC charges 0.25% a year and MTUM 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.

FBTC against MTUM, ETFIQ, data as of Sep 21, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, FBTC against MTUM, data as of Sep 21, 2026. https://etfiq.com/compare/any/fbtc-vs-mtum Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources