Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
IJH vs MTUM: how they differ
IJH and MTUM hold 2% of their weight in the same names, and MTUM returned more over the year.
iShares Core S&P Mid-Cap ETF and iShares MSCI USA Momentum Factor ETF.
What they hold in common
By the books each fund has filed, IJH and MTUM hold 2% of their money in the same securities at the same weight.
| Holding | IJH | MTUM |
|---|---|---|
| ATI | 0.78% | 0.20% |
| ROIVANT SCIENCES LTD | 0.53% | 0.20% |
| TWILIO CLASS A | 1.00% | 0.20% |
| ILLUMINA INC | 0.87% | 0.17% |
| OKTA CLASS A | 0.82% | 0.17% |
| TECHNIPFMC PLC | 0.86% | 0.17% |
| NVENT ELECTRIC PLC | 0.72% | 0.16% |
| CARPENTER TECHNOLOGY | 0.64% | 0.15% |
| RELIANCE STEEL & ALUMINUM | 0.57% | 0.10% |
| XPO | 0.61% | 0.10% |
| BLK CSH FND TREASURY SL AGENCY | 0.16% | 0.09% |
| UNITED THERAPEUTICS | 0.61% | 0.09% |
| Only in IJH | Only in MTUM |
|---|---|
| EVERPURE INC CLASS A 0.85% | ADVANCED MICRO DEVICES 5.39% |
| TENET HEALTHCARE CORP 0.65% | MICRON TECHNOLOGY 5.20% |
| US FOODS HOLDING 0.60% | INTEL CORPORATION 4.14% |
| COEUR MINING 0.60% | CISCO SYSTEMS INC 3.48% |
| ENTEGRIS INC 0.60% | JOHNSON & JOHNSON 3.38% |
| ROYAL GOLD 0.59% | SANDISK 3.10% |
| ROKU CLASS A 0.58% | APPLIED MATERIAL INC 2.87% |
| WOODWARD 0.57% | ALPHABET CLASS A 2.69% |
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 Sep 10, 2026.
| IJH iShares Core S&P Mid-Cap ETF | MTUM iShares MSCI USA Momentum Factor ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | iShares | iShares |
| What it is | S&P MidCap 400 | MSCI USA Momentum Factor |
| Total return, 1 year | +13.4% | +21.8% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −4.1 pts | +4.3 pts |
| Expense ratio | 0.05% | 0.15% |
| Already in the S&P 500 | 0.0% | 98.2% |
| Holdings | 405 | 128 |
IJH in plain words
IJH is an index equity fund tracking the S&P MidCap 400. Over the year to Sep 11, 2026 it returned +13.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings filed for Sep 10, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 405 positions, with the top ten at 7.8%. It sat 5.4% below its high of Aug 14, 2026 on Sep 11, 2026.
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 Sep 10, 2026, 98% of the fund by weight is stocks the S&P 500 also holds, across 128 positions, with the top ten at 35.3%. It sat 11.1% below its high of Jun 22, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, IJH or MTUM?
- In the year to Sep 13, 2026, with distributions reinvested, IJH returned +13.4% and MTUM returned +21.8%, so MTUM returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IJH or MTUM?
- IJH charges 0.05% a year and MTUM charges 0.15%, so IJH is cheaper. Fees come from each fund's prospectus.
- How much do IJH and MTUM overlap with the S&P 500?
- By their latest filed holdings, 0% of IJH and 98% of MTUM by weight is stocks the S&P 500 already holds. Between the two funds, 2% of their books are the same securities at the same weight.
Other comparisons
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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.
Cite this page. ETFIQ, IJH against MTUM, data as of Sep 13, 2026. https://etfiq.com/compare/any/ijh-vs-mtum Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources