Which returned more over the last year, IUSB or MTUM?

In the year to Sep 13, 2026, with distributions reinvested, IUSB returned −0.3% and MTUM returned +21.8%, so MTUM returned more. One year is one year; the longer windows are in the table.

Which is cheaper, IUSB or MTUM?

IUSB charges 0.06% a year and MTUM charges 0.15%, so IUSB is cheaper. Fees come from each fund's prospectus.

Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IUSB vs MTUM: how they differ

IUSB and MTUM hold 0% of their weight in the same names, and MTUM returned more over the year.

iShares Core Universal USD Bond ETF and iShares MSCI USA Momentum Factor ETF.

What they hold in common

By the books each fund has filed, IUSB and MTUM hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in IUSB	Only in MTUM
United States of America 0.38%	ADVANCED MICRO DEVICES 5.39%
United States of America 0.37%	MICRON TECHNOLOGY 5.20%
United States of America 0.37%	INTEL CORPORATION 4.14%
United States of America 0.37%	CISCO SYSTEMS INC 3.48%
United States of America 0.36%	JOHNSON & JOHNSON 3.38%
United States of America 0.36%	SANDISK 3.10%
United States of America 0.36%	APPLIED MATERIAL INC 2.87%
United States of America 0.35%	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 Apr 30, 2026 and Sep 10, 2026.

IUSB and MTUM on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
	IUSB iShares Core Universal USD Bond ETF	MTUM iShares MSCI USA Momentum Factor ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	iShares
What it is	Core Universal USD Bond	MSCI USA Momentum Factor
Total return, 1 year	−0.3%	+21.8%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−17.8 pts	+4.3 pts
Expense ratio	0.06%	0.15%
Holdings	17819	128

IUSB in plain words

IUSB is a bond fund tracking the Core Universal USD Bond. Over the year to Sep 11, 2026 it returned −0.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year.

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, IUSB or MTUM?: In the year to Sep 13, 2026, with distributions reinvested, IUSB returned −0.3% and MTUM returned +21.8%, so MTUM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IUSB or MTUM?: IUSB charges 0.06% a year and MTUM charges 0.15%, so IUSB 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.

IUSB against MTUM, ETFIQ, data as of Sep 13, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IUSB against MTUM, data as of Sep 13, 2026. https://etfiq.com/compare/any/iusb-vs-mtum Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources