Data as of Oct 28, 2026.
IGM vs MTUM: Differences, Returns & Fees
Over the year to Oct 28, 2026, IGM returned +21.7% to MTUM's +18.4%; 37% of their weight is in the same names.
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Net assets on Oct 27, 2026: $11.0bn for iShares Expanded Tech Sector ETF and $18.7bn for iShares MSCI USA Momentum Factor ETF.
Pair scorecard
MTUM costs 0.22 points a year less; their one-year returns differ by 3.3 points; MTUM is 1.7 times larger.
| Measure | IGM | MTUM |
|---|---|---|
| Return | ||
| Total return, 1 year | +21.7% | +18.4% |
| Drawdown | ||
| Below its high | 6.2%, high on Oct 6, 2026 | 11.9%, high on Jun 22, 2026 |
| Benchmark | ||
| What it tracks | S&P North American Expanded Technology Sector Index | MSCI USA Momentum SR Variant Index |
| Cost and size | ||
| Expense ratio | 0.37% | 0.15% |
| Net assets, as of Oct 27, 2026 | $11.0bn | $18.7bn |
| Holdings | ||
| Holdings in common | 37% | |
| Top ten holdings, share of the fund | 56.8% | 35.5% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Apr 26, 2013 to Oct 23, 2026 · 704 weekly returnsIGM returned more: +1,322.8% to +554.7%. MTUM swung slightly less: 19.0% to 21.0%. MTUM fell less at its worst: −31.9% to −40.1%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | IGM | MTUM | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +1,322.8% | +554.7% | IGM | Price change plus distributions, reinvested. |
| Annualized | +21.7% | +14.9% | IGM | Total return as a yearly rate. |
| Price return | +1,223.2% | +459.1% | IGM | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 21.0% | 19.0% | MTUM (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 13.8% | 13.0% | MTUM (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −40.1% | −31.9% | MTUM | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.95 | 0.73 | IGM | Return above Treasury bills per unit of volatility. |
| Sortino | 1.44 | 1.07 | IGM | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.54 | 0.47 | IGM | Annualized return divided by the max drawdown. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 704 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IGM and MTUM hold 37% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
37% in common
Only in one fund ↓
Side by side
IGM and MTUM on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IGM and MTUM do different jobs. What does each one do in a portfolio?
- What each follows. IGM follows S&P North American Expanded Technology Sector Index and MTUM follows MSCI USA Momentum SR Variant Index.
- Holdings in common. 37% of the weight is in the same securities (holdings dated Oct 27, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 IGM returned +21.7% and MTUM +18.4% with distributions reinvested, a gap of 3.3 points.
Data as of Oct 28, 2026.
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IGM
IGM tracks an index of Expanded Tech Sector. Over the year to Oct 28, 2026 it returned +21.7% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 295 positions, with the top ten at 56.8%. It sat 6.2% below its high of Oct 6, 2026 on Oct 28, 2026.
MTUM
MTUM tracks the MSCI USA Momentum Factor. Over the year to Oct 28, 2026 it returned +18.4% with distributions reinvested, against +13.6% for its benchmark, the MSCI USA Index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 27, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 126 positions, with the top ten at 35.5%. It sat 11.9% below its high of Jun 22, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, IGM or MTUM?
- In the year to Oct 28, 2026, with distributions reinvested, IGM returned +21.7% and MTUM +18.4%.
- Which is cheaper, IGM or MTUM?
- MTUM is cheaper, by 0.22 percentage points a year. That is about $22 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. 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.
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ETFIQ, IGM against MTUM, data as of Oct 28, 2026. https://etfiq.com/compare/any/igm-vs-mtum
ETFIQ. (Oct 28, 2026). IGM against MTUM. Retrieved from https://etfiq.com/compare/any/igm-vs-mtum
[IGM against MTUM (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/igm-vs-mtum)
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