Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.
IJT vs MTUM: how they differ
IJT and MTUM hold 0% of their weight in the same names, and MTUM returned more over the year.
iShares S&P Small-Cap 600 Growth ETF and iShares MSCI USA Momentum Factor ETF.
What they hold in common
By the books each fund has filed, IJT and MTUM hold 0% of their money in the same securities at the same weight.
| Holding | IJT | MTUM |
|---|---|---|
| BLK CSH FND TREASURY SL AGENCY | 0.76% | 0.09% |
| USD CASH | 0.02% | 0.07% |
| Only in IJT | Only in MTUM |
|---|---|
| CORCEPT THERAPEUTICS 1.29% | ADVANCED MICRO DEVICES 5.39% |
| VIASAT INC 1.19% | MICRON TECHNOLOGY 5.20% |
| BRINKER INTERNATIONAL INC 1.09% | INTEL CORPORATION 4.14% |
| PROTAGONIST THERAPEUTICS 1.03% | CISCO SYSTEMS INC 3.48% |
| FORMFACTOR INC 1.03% | JOHNSON & JOHNSON 3.38% |
| RYMAN HOSPITALITY PROPERTIES REIT 0.98% | SANDISK 3.10% |
| ALKERMES 0.91% | APPLIED MATERIAL INC 2.87% |
| STONEX GROUP INC 0.87% | 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.
| IJT iShares S&P Small-Cap 600 Growth 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 Small-Cap 600 Growth | MSCI USA Momentum Factor |
| Total return, 1 year | +17.6% | +21.8% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | +0.1 pts | +4.3 pts |
| Expense ratio | 0.18% | 0.15% |
| Already in the S&P 500 | 0.0% | 98.2% |
| Holdings | 355 | 128 |
IJT in plain words
IJT is an index equity fund tracking the S&P Small-Cap 600 Growth. Over the year to Sep 11, 2026 it returned +17.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.18% 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 355 positions, with the top ten at 10.1%. It sat 7.0% below its high of Aug 4, 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, IJT or MTUM?
- In the year to Sep 13, 2026, with distributions reinvested, IJT returned +17.6% and MTUM returned +21.8%, so MTUM returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, IJT or MTUM?
- IJT charges 0.18% a year and MTUM charges 0.15%, so MTUM is cheaper. Fees come from each fund's prospectus.
- How much do IJT and MTUM overlap with the S&P 500?
- By their latest filed holdings, 0% of IJT and 98% of MTUM by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.
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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, IJT against MTUM, data as of Sep 13, 2026. https://etfiq.com/compare/any/ijt-vs-mtum Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources