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

In the year to Oct 28, 2026, with distributions reinvested, IUSB returned −1.2% and MTUM +18.4%.

Which is cheaper, IUSB or MTUM?

IUSB 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.

Data as of Oct 28, 2026.

Across categories

IUSB vs MTUM: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IUSB returned −1.2% to MTUM's +18.4%; 0% of their weight is in the same names.

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Net assets on Oct 27, 2026: $49.8bn for iShares Core Universal USD Bond ETF and $18.7bn for iShares MSCI USA Momentum Factor ETF.

IUSB on its own →MTUM on its own →

At a glance

−1.2%

IUSB total return, 1 year

+18.4%

MTUM total return, 1 year

0.06%

IUSB expense ratio

0.15%

MTUM expense ratio

Pair scorecard

IUSB costs 0.09 points a year less; their one-year returns differ by 19.6 points; IUSB is 2.7 times larger.

IUSB vs MTUM: Differences, Returns & Fees
Measure	IUSB	MTUM
Return
Measure	IUSB	MTUM
Total return, 1 year	−1.2%	+18.4%
Drawdown
Measure	IUSB	MTUM
Below its high		11.9%, high on Jun 22, 2026
Benchmark
Measure	IUSB	MTUM
What it tracks	Bloomberg U.S. Universal Index	MSCI USA Momentum SR Variant Index
Cost and size
Measure	IUSB	MTUM
Expense ratio	0.06%	0.15%
Net assets, as of Oct 27, 2026	$49.8bn	$18.7bn
Holdings
Measure	IUSB	MTUM
Holdings in common	0%
In the S&P 500, by weight		93%
Top ten holdings, share of the fund		35.5%

Holdings in common uses holdings dated Oct 27, 2026. Method

What they share

By the books each fund has filed, IUSB and MTUM hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first IUSB MTUM

Only in one fund ↓

Only in IUSB

BLK Liquidity Temp Cash Inst #21 4.75%

TREASURY NOTE 0.49%

TREASURY NOTE 0.42%

TREASURY NOTE 0.41%

TREASURY NOTE 0.38%

TREASURY NOTE 0.37%

TREASURY NOTE (2OLD) 0.36%

UMBS 15YR TBA(REG B) 0.35%

Only in MTUM

ADVANCED MICRO DEVICES 6.06%

MICRON TECHNOLOGY 5.00%

INTEL CORPORATION 3.92%

CISCO SYSTEMS INC 3.64%

JOHNSON & JOHNSON 3.45%

EXXONMOBIL HOLDINGS CORP 2.96%

PALO ALTO NETWORKS 2.88%

ALPHABET CLASS A 2.62%

Check overlap with more funds →

Side by side

IUSB iShares Core Universal USD Bond ETF MTUM iShares MSCI USA Momentum Factor ETF

Where it sits Bond ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index of Universal USD Bond Tracks the MSCI USA Momentum Factor

Total return, 1 year −1.2% +18.4%

Its benchmark over the same days not measured +13.6% (MLRG)

Gap to its benchmark not measured +4.8 pts vs MLRG

Expense ratio 0.06% 0.15%

Holdings 18338 126

Net assets, as of Oct 27, 2026 $49.8bn $18.7bn

IUSB and MTUM on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Alert

About each fund

IUSB

IUSB tracks an index of Universal USD Bond. Over the year to Oct 28, 2026 it returned −1.2% with distributions reinvested. The prospectus expense ratio is 0.06% a year.

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, IUSB or MTUM?: In the year to Oct 28, 2026, with distributions reinvested, IUSB returned −1.2% and MTUM +18.4%.
Which is cheaper, IUSB or MTUM?: IUSB 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.

Other comparisons

IUSB vs SPHQ IUSB vs SPMO AVUS vs IUSB IUSB vs USMV BOND vs MTUM MTUM vs SGOV MTUM vs TIP MTUM vs VBIL

Where to next

IUSB on its own →MTUM on its own →Hold both: look the portfolio through →Rankings →IUSB dividend history →IUSB holdings →MTUM dividend history →MTUM holdings →Standards and sources →

Sources and dates

IUSB and MTUM filings on SEC EDGAR ↗

IUSB prospectus with the expense ratio (SEC) ↗

iShares page for IUSB ↗

MTUM prospectus with the expense ratio (SEC) ↗

iShares page for MTUM ↗

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, IUSB against MTUM, data as of Oct 28, 2026. https://etfiq.com/compare/any/iusb-vs-mtum

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.