Data as of Oct 28, 2026.
IJR vs MTUM: Differences, Returns & Fees
Over the year to Oct 28, 2026, IJR returned +17.5% to MTUM's +18.4%; 0% of their weight is in the same names.
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Net assets on Oct 27, 2026: $104.6bn for iShares Core S&P Small-Cap ETF and $18.7bn for iShares MSCI USA Momentum Factor ETF.
Pair scorecard
IJR costs 0.09 points a year less; their one-year returns differ by 0.9 points; IJR is 5.6 times larger.
| Measure | IJR | MTUM |
|---|---|---|
| Return | ||
| Total return, 1 year | +17.5% | +18.4% |
| Drawdown | ||
| Below its high | 6.8%, high on Aug 14, 2026 | 11.9%, high on Jun 22, 2026 |
| Benchmark | ||
| What it tracks | S&P SmallCap 600 | MSCI USA Momentum SR Variant Index |
| Cost and size | ||
| Expense ratio | 0.06% | 0.15% |
| Net assets, as of Oct 27, 2026 | $104.6bn | $18.7bn |
| Holdings | ||
| Holdings in common | 0% | |
| Top ten holdings, share of the fund | 5.3% | 35.5% |
Holdings in common uses holdings dated Oct 27, 2026. Method
What they share
By the books each fund has filed, IJR and MTUM hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
0% in common
Only in one fund ↓
Side by side
IJR and MTUM on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IJR
IJR tracks the S&P SmallCap 600. Over the year to Oct 28, 2026 it returned +17.5% with distributions reinvested, against +17.6% for its benchmark, the S&P SmallCap 600. The prospectus expense ratio is 0.06% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 642 positions, with the top ten at 5.3%. It sat 6.8% below its high of Aug 14, 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, IJR or MTUM?
- In the year to Oct 28, 2026, with distributions reinvested, IJR returned +17.5% and MTUM +18.4%.
- Which is cheaper, IJR or MTUM?
- IJR is cheaper, by 0.09 percentage points a year. That is about $9 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.
Cite this pageCitation, APA and Markdown
ETFIQ, IJR against MTUM, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijr-vs-mtum
ETFIQ. (Oct 28, 2026). IJR against MTUM. Retrieved from https://etfiq.com/compare/any/ijr-vs-mtum
[IJR against MTUM (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/ijr-vs-mtum)
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