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

ETFIQetfiq.com · independent ETF data

IXUS vs MTUM: how they differ

IXUS and MTUM hold 0% of their weight in the same names.

iShares Core MSCI Total International Stock ETF and iShares MSCI USA Momentum Factor ETF.

What they hold in common

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

Positions IXUS and MTUM both hold, largest shared weight first
HoldingIXUSMTUM
BLK CSH FND TREASURY SL AGENCY0.09%0.09%
ARISTOCRAT LEISURE0.05%0.42%
MERCK0.04%1.83%
ADMIRAL GROUP PLC0.03%0.18%
CASH COLLATERAL USD SGAFT0.01%0.01%
Largest positions each one holds and the other does not
Only in IXUSOnly in MTUM
TAIWAN SEMICONDUCTOR MANUFACTURING 4.49%ADVANCED MICRO DEVICES 5.39%
SAMSUNG ELECTRONICS LTD 2.21%MICRON TECHNOLOGY 5.20%
SK HYNIX 1.79%INTEL CORPORATION 4.14%
ASML HOLDING 1.55%CISCO SYSTEMS INC 3.48%
HSBC HOLDINGS PLC 0.84%JOHNSON & JOHNSON 3.38%
TENCENT HOLDINGS 0.78%SANDISK 3.10%
ROCHE PS PAR AG 0.70%APPLIED MATERIAL INC 2.87%
ROYAL BANK OF CANADA 0.68%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.

IXUS and MTUM on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
IXUS
iShares Core MSCI Total International Stock ETF
MTUM
iShares MSCI USA Momentum Factor ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isCore MSCI Total International StockMSCI USA Momentum Factor
Total return, 1 year+22.2%+21.8%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+4.7 pts+4.3 pts
Expense ratio0.07%0.15%
Already in the S&P 5000.0%98.2%
Holdings2540128

IXUS in plain words

IXUS is an index equity fund tracking the Core MSCI Total International Stock. Over the year to Sep 11, 2026 it returned +22.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.07% 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 2540 positions, with the top ten at 14.3%.

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, IXUS or MTUM?
In the year to Sep 13, 2026, with distributions reinvested, IXUS returned +22.2% and MTUM returned +21.8%, so IXUS returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IXUS or MTUM?
IXUS charges 0.07% a year and MTUM charges 0.15%, so IXUS is cheaper. Fees come from each fund's prospectus.
How much do IXUS and MTUM overlap with the S&P 500?
By their latest filed holdings, 0% of IXUS 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.

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

A comparison is not a recommendation. Standards and sources