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

In the year to Oct 28, 2026, with distributions reinvested, MDY returned +12.8% and MTUM +18.4%.

Which is cheaper, MDY or MTUM?

MTUM is cheaper, by 0.08 percentage points a year. That is about $8 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do MDY and MTUM overlap with the S&P 500?

By their latest filed holdings, 0% of MDY and 93% of MTUM by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

MDY vs MTUM: Differences, Returns & Fees

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Over the year to Oct 28, 2026, MDY returned +12.8% to MTUM's +18.4%; 1% of their weight is in the same names.

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Net assets on Oct 27, 2026: $25.9bn for SPDR S&P MidCap 400 ETF Trust and $18.7bn for iShares MSCI USA Momentum Factor ETF.

MDY on its own →MTUM on its own →

At a glance

+12.8%

MDY total return, 1 year

+18.4%

MTUM total return, 1 year

0.23%

MDY expense ratio

0.15%

MTUM expense ratio

Pair scorecard

MTUM costs 0.08 points a year less; their one-year returns differ by 5.6 points; MDY is 1.4 times larger.

MDY vs MTUM: Differences, Returns & Fees
Measure	MDY	MTUM
Return
Measure	MDY	MTUM
Total return, 1 year	+12.8%	+18.4%
Drawdown
Measure	MDY	MTUM
Below its high	6.5%, high on Aug 14, 2026	11.9%, high on Jun 22, 2026
Benchmark
Measure	MDY	MTUM
What it tracks	S&P MidCap 400 Index	MSCI USA Momentum SR Variant Index
Cost and size
Measure	MDY	MTUM
Expense ratio	0.23%	0.15%
Net assets, as of Oct 27, 2026	$25.9bn	$18.7bn
Holdings
Measure	MDY	MTUM
Holdings in common	1%
Top ten holdings, share of the fund	7.5%	35.5%

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

What they share

By the books each fund has filed, MDY and MTUM hold 1% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

1% in common

Positions both hold · largest shared weight first MDY MTUM

Okta Inc. Class A 1.09% 0.22%

Roivant Sciences Ltd. 0.57% 0.18%

ATI Inc 0.66% 0.17%

TechnipFMC plc 0.81% 0.16%

nVent Electric plc 0.63% 0.14%

Reliance Inc. 0.64% 0.12%

Carpenter Technology Corporation 0.41% 0.10%

United Therapeutics Corporation 0.73% 0.10%

XPO Inc. 0.64% 0.10%

SharkNinja Inc. 0.48% 0.09%

Curtiss-Wright Corporation 0.51% 0.07%

Only in one fund ↓

Only in MDY

U.S. Dollar 0.96%

Entegris Inc. 0.66%

US Foods Holding Corp. 0.64%

Permian Resources Corporation Class A 0.62%

Tenet Healthcare Corporation 0.61%

Roku Inc. Class A 0.60%

TD SYNNEX Corporation 0.59%

Royal Gold Inc. 0.59%

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

MDY SPDR S&P MidCap 400 ETF Trust MTUM iShares MSCI USA Momentum Factor ETF

Where it sits Stock ETF Stock ETF

Issuer State Street iShares

What it is Tracks the S&P MidCap 400 Tracks the MSCI USA Momentum Factor

Total return, 1 year +12.8% +18.4%

Its benchmark over the same days +13.2% (IJH) +13.6% (MLRG)

Gap to its benchmark −0.4 pts vs IJH +4.8 pts vs MLRG

Expense ratio 0.23% 0.15%

Already in the S&P 500 0.0% 93.2%

Holdings 401 126

Net assets, as of Oct 27, 2026 $25.9bn $18.7bn

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

Alert

About each fund

MDY

MDY tracks the S&P MidCap 400. Over the year to Oct 28, 2026 it returned +12.8% with distributions reinvested, against +13.2% for its benchmark, the S&P MidCap 400 Index. The prospectus expense ratio is 0.23% 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 401 positions, with the top ten at 7.5%. It sat 6.5% 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, MDY or MTUM?: In the year to Oct 28, 2026, with distributions reinvested, MDY returned +12.8% and MTUM +18.4%.
Which is cheaper, MDY or MTUM?: MTUM is cheaper, by 0.08 percentage points a year. That is about $8 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do MDY and MTUM overlap with the S&P 500?: By their latest filed holdings, 0% of MDY and 93% of MTUM by weight is stocks the S&P 500 already holds.

Other comparisons

MDY vs SPHQ MDY vs SPMO MDY vs USMV MDY vs RDVY MTUM vs VFMO FTGS vs MTUM MTUM vs VXF MOAT vs MTUM

Where to next

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

Sources and dates

MDY filings on SEC EDGAR ↗

State Street website ↗

MTUM filings on SEC EDGAR ↗

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

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