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

In the year to Nov 4, 2026, with distributions reinvested, MTUM returned +10.2% and SECT +13.1%.

Which is cheaper, MTUM or SECT?

MTUM is cheaper, by 0.54 percentage points a year. That is about $54 on $10,000 held for a year. Fees come from each fund's prospectus.

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

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

Data as of Nov 4, 2026.

Across categories

MTUM vs SECT: Differences, Returns & Fees

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Over the year to Nov 4, 2026, MTUM returned +10.2% to SECT's +13.1%; 0% of their weight is in the same names.

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Net assets: $17.0bn on Nov 4, 2026 for iShares MSCI USA Momentum Factor ETF, and $2.8bn on Jul 31, 2026 for Main Sector Rotation ETF.

MTUM on its own →SECT on its own →

At a glance

+10.2%

MTUM total return, 1 year

+13.1%

SECT total return, 1 year

0.15%

MTUM expense ratio

0.69%

SECT expense ratio

Pair scorecard

MTUM costs 0.54 points a year less; their one-year returns differ by 2.9 points.

MTUM vs SECT: Differences, Returns & Fees
Measure	MTUM	SECT
Return
Measure	MTUM	SECT
Total return, 1 year	+10.2%	+13.1%
Drawdown
Measure	MTUM	SECT
Below its high	20.8%, high on Jun 22, 2026	3.0%, high on Aug 13, 2026
Benchmark
Measure	MTUM	SECT
What it tracks	MSCI USA Momentum SR Variant Index	No index, actively managed
Cost and size
Measure	MTUM	SECT
Expense ratio	0.15%	0.69%
Net assets, MTUM as of Nov 4, 2026 and SECT as of Jul 31, 2026	$17.0bn	$2.8bn
Holdings
Measure	MTUM	SECT
Holdings in common	0%
Top ten holdings, share of the fund	33.9%	99.6%

Method

What they share

By the books each fund has filed, MTUM and SECT hold 0% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Nov 3, 2026.

50%

0 half 100%

half

0% in common

Positions both hold · largest shared weight first MTUM SECT

Only in one fund ↓

Only in MTUM

ADVANCED MICRO DEVICES 5.63%

MICRON TECHNOLOGY 4.95%

JOHNSON & JOHNSON 3.67%

CISCO SYSTEMS INC 3.62%

EXXONMOBIL HOLDINGS CORP 3.14%

INTEL CORPORATION 2.72%

PALO ALTO NETWORKS 2.70%

APPLIED MATERIAL INC 2.63%

Only in SECT

SELECT SECTOR SPDR TRUST (THE) 38.39%

SELECT SECTOR SPDR TRUST (THE) 19.67%

SELECT SECTOR SPDR TRUST (THE) 12.44%

SELECT SECTOR SPDR TRUST (THE) 9.03%

INVESCO EXCHANGE-TRADED FUND TRUST II 6.08%

SELECT SECTOR SPDR TRUST (THE) 6.02%

SELECT SECTOR SPDR TRUST (THE) 4.01%

SELECT SECTOR SPDR TRUST (THE) 3.91%

Check overlap with more funds →

Side by side

MTUM iShares MSCI USA Momentum Factor ETF SECT Main Sector Rotation ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Main

What it is Tracks the MSCI USA Momentum Factor Actively managed

Total return, 1 year +10.2% +13.1%

Its benchmark over the same days +14.5% (MLRG) +14.8% (VOO)

Gap to its benchmark −4.3 pts vs MLRG −1.7 pts vs VOO

Expense ratio 0.15% 0.69%

Already in the S&P 500 93.2% 0.0%

Holdings 126 8

Net assets, MTUM as of Nov 4, 2026 and SECT as of Jul 31, 2026 $17.0bn $2.8bn

MTUM and SECT on the fields both publish, as of Nov 4, 2026. Source: ETFIQ.

Client brief:

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About each fund

MTUM

MTUM tracks the MSCI USA Momentum Factor. Over the year to Nov 4, 2026 it returned +10.2% with distributions reinvested, against +14.5% for its benchmark, the MSCI USA Index. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Nov 3, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 126 positions, with the top ten at 33.9%. It sat 20.8% below its high of Jun 22, 2026 on Nov 4, 2026.

SECT

SECT is actively managed and tracks no index. Over the year to Nov 4, 2026 it returned +13.1% with distributions reinvested, against +14.8% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.69% a year. By its holdings filed for Jul 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 8 positions, with the top ten at 99.6%. It sat 3.0% below its high of Aug 13, 2026 on Nov 4, 2026.

Questions people ask

Which returned more over the last year, MTUM or SECT?: In the year to Nov 4, 2026, with distributions reinvested, MTUM returned +10.2% and SECT +13.1%.
Which is cheaper, MTUM or SECT?: MTUM is cheaper, by 0.54 percentage points a year. That is about $54 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do MTUM and SECT overlap with the S&P 500?: By their latest filed holdings, 93% of MTUM and 0% of SECT by weight is stocks the S&P 500 already holds.

Other comparisons

MTUM vs SPYX MTUM vs USCL MTUM vs QLC MTUM vs SPHB CGDV vs SECT DGRW vs SECT ESGU vs SECT SECT vs SPHQ

Where to next

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

Sources and dates

MTUM filings on SEC EDGAR ↗

MTUM prospectus with the expense ratio (SEC) ↗

iShares page for MTUM ↗

SECT filings on SEC EDGAR ↗

SECT prospectus with the expense ratio (SEC) ↗

Main website ↗

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.

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ETFIQ, MTUM against SECT, data as of Nov 4, 2026. https://etfiq.com/compare/any/mtum-vs-sect

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