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

In the year to Oct 28, 2026, with distributions reinvested, MTUM returned +18.4% and PFF −4.2%.

Which is cheaper, MTUM or PFF?

MTUM is cheaper, by 0.30 percentage points a year. That is about $30 on $10,000 held for a year. Fees come from each fund's prospectus.

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

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

Data as of Oct 28, 2026.

Across categories

MTUM vs PFF: Differences, Returns & Fees

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Over the year to Oct 28, 2026, MTUM returned +18.4% to PFF's −4.2%; 8% of their weight is in the same names.

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Net assets on Oct 27, 2026: $18.7bn for iShares MSCI USA Momentum Factor ETF and $11.8bn for iShares Preferred and Income Securities ETF.

MTUM on its own →PFF on its own →

At a glance

+18.4%

MTUM total return, 1 year

−4.2%

PFF total return, 1 year

0.15%

MTUM expense ratio

0.45%

PFF expense ratio

Pair scorecard

MTUM costs 0.30 points a year less; their one-year returns differ by 22.6 points; MTUM is 1.6 times larger.

MTUM vs PFF: Differences, Returns & Fees
Measure	MTUM	PFF
Return
Measure	MTUM	PFF
Total return, 1 year	+18.4%	−4.2%
Drawdown
Measure	MTUM	PFF
Below its high	11.9%, high on Jun 22, 2026	7.1%, high on May 8, 2026
Benchmark
Measure	MTUM	PFF
What it tracks	MSCI USA Momentum SR Variant Index	ICE Exchange-Listed Preferred & Hybrid Securities Index
Cost and size
Measure	MTUM	PFF
Expense ratio	0.15%	0.45%
Net assets, as of Oct 27, 2026	$18.7bn	$11.8bn
Holdings
Measure	MTUM	PFF
Holdings in common	8%
Top ten holdings, share of the fund	35.5%	22.7%

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

What they share

By the books each fund has filed, MTUM and PFF hold 8% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

8% in common

Positions both hold · largest shared weight first MTUM PFF

ALPHABET CLASS A 2.62% 2.31%

ALPHABET CLASS C 2.07% 2.26%

HEWLETT PACKARD ENTERPRISE 0.91% 2.36%

CITIGROUP 0.85% 1.22%

GOLDMAN SACHS GROUP 1.00% 0.50%

MORGAN STANLEY 0.96% 0.48%

ALLSTATE CORP 0.43% 0.43%

BANK OF NEW YORK MELLON CORP 0.73% 0.25%

STATE STREET 0.38% 0.20%

ENTERGY CORP 0.20% 0.15%

NORTHERN TRUST 0.16% 0.15%

CITIZENS FINANCIAL GROUP INC 0.11% 0.20%

Only in one fund ↓

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%

APPLIED MATERIAL INC 2.53%

Only in PFF

STRATEGY INC 3.53%

BOEING CO 3.11%

SUPER MICRO COMPUTER INC 2.27%

WELLS FARGO & COMPANY SERIES L 2.14%

ORACLE CORPORATION 2.06%

BANK OF AMERICA CORP 1.43%

KKR & CO INC 1.08%

NEXTERA ENERGY INC 1.06%

Check overlap with more funds →

Side by side

MTUM iShares MSCI USA Momentum Factor ETF PFF iShares Preferred and Income Securities ETF

Where it sits Stock ETF Bond ETF

Issuer iShares iShares

What it is Tracks the MSCI USA Momentum Factor Tracks an index of Preferred and Income Securities

Total return, 1 year +18.4% −4.2%

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

Gap to its benchmark +4.8 pts vs MLRG −17.8 pts vs MLRG

Expense ratio 0.15% 0.45%

Already in the S&P 500 93.2% 0.0%

Holdings 126 453

Net assets, as of Oct 27, 2026 $18.7bn $11.8bn

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

Alert

About each fund

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.

PFF

PFF tracks an index of Preferred and Income Securities. Over the year to Oct 28, 2026 it returned −4.2% with distributions reinvested, against +13.6% for its benchmark, the MSCI USA Index. The prospectus expense ratio is 0.45% 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 453 positions, with the top ten at 22.7%. It sat 7.1% below its high of May 8, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, MTUM or PFF?: In the year to Oct 28, 2026, with distributions reinvested, MTUM returned +18.4% and PFF −4.2%.
Which is cheaper, MTUM or PFF?: MTUM is cheaper, by 0.30 percentage points a year. That is about $30 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do MTUM and PFF overlap with the S&P 500?: By their latest filed holdings, 93% of MTUM and 0% of PFF by weight is stocks the S&P 500 already holds.

Other comparisons

MTUM vs SPSB MTUM vs VGLT MTUM vs VBIL EMB vs MTUM PFF vs SPHQ PFF vs SPMO AVUS vs PFF PFF vs USMV

Where to next

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

Sources and dates

MTUM and PFF filings on SEC EDGAR ↗

MTUM prospectus with the expense ratio (SEC) ↗

iShares page for MTUM ↗

PFF prospectus with the expense ratio (SEC) ↗

iShares page for PFF ↗

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

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