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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

MTUM vs SIVR: how they differ

MTUM is an equity index fund and SIVR a commodity fund, and over the year SIVR returned more, +54.2% against +21.8%.

iShares MSCI USA Momentum Factor ETF and abrdn Physical Silver Shares ETF.

MTUM and SIVR on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
MTUM
iShares MSCI USA Momentum Factor ETF
SIVR
abrdn Physical Silver Shares ETF
Where it sitsCore index fundCore index fund
IssueriSharesabrdn
What it isMSCI USA Momentum FactorPhysical Silver
Total return, 1 year+21.8%+54.2%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+4.3 pts+36.7 pts
Expense ratio0.15%0.45%
Holdings128not filed

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.

SIVR in plain words

SIVR is a commodity fund tracking the Physical Silver. Over the year to Sep 11, 2026 it returned +54.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.45% a year. It sat 44.9% below its high of Jan 28, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, MTUM or SIVR?
In the year to Sep 13, 2026, with distributions reinvested, MTUM returned +21.8% and SIVR returned +54.2%, so SIVR returned more. One year is one year; the longer windows are in the table.
Which is cheaper, MTUM or SIVR?
MTUM charges 0.15% a year and SIVR charges 0.45%, 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 SIVR, 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 SIVR, data as of Sep 13, 2026. https://etfiq.com/compare/any/mtum-vs-sivr Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources