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

In the year to Sep 13, 2026, with distributions reinvested, MTUM returned +21.8% and SHY returned +1.7%, so MTUM returned more. One year is one year; the longer windows are in the table.

Which is cheaper, MTUM or SHY?

MTUM charges 0.15% a year and SHY charges 0.15%, so MTUM is cheaper. Fees come from each fund's prospectus.

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

ETFIQetfiq.com · independent ETF data

MTUM vs SHY: how they differ

MTUM and SHY hold 0% of their weight in the same names, and MTUM returned more over the year.

iShares MSCI USA Momentum Factor ETF and iShares 1-3 Year Treasury Bond ETF.

What they hold in common

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

Largest positions each one holds and the other does not
Only in MTUM	Only in SHY
ADVANCED MICRO DEVICES 5.39%	USD CASH 0.88%
MICRON TECHNOLOGY 5.20%	TREASURY NOTE (2OLD) 0.80%
INTEL CORPORATION 4.14%	TREASURY NOTE (OLD) 0.76%
CISCO SYSTEMS INC 3.48%	TREASURY NOTE (OTR) 0.58%
JOHNSON & JOHNSON 3.38%	BLK CSH FND TREASURY SL AGENCY 0.26%
SANDISK 3.10%	TREASURY NOTE 0.06%
APPLIED MATERIAL INC 2.87%
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.

MTUM and SHY on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
	MTUM iShares MSCI USA Momentum Factor ETF	SHY iShares 1-3 Year Treasury Bond ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	iShares
What it is	MSCI USA Momentum Factor	1-3 Year Treasury Bond
Total return, 1 year	+21.8%	+1.7%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	+4.3 pts	−15.8 pts
Expense ratio	0.15%	0.15%
Holdings	128	93

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.

SHY in plain words

SHY is a bond fund tracking the 1-3 Year Treasury Bond. Over the year to Sep 11, 2026 it returned +1.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100.

Questions people ask

Which returned more over the last year, MTUM or SHY?: In the year to Sep 13, 2026, with distributions reinvested, MTUM returned +21.8% and SHY returned +1.7%, so MTUM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, MTUM or SHY?: MTUM charges 0.15% a year and SHY charges 0.15%, so MTUM is cheaper. Fees come from each fund's prospectus.

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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.

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

A comparison is not a recommendation. Standards and sources