MTUM vs SUSL: Differences, Returns & Fees
MTUM and SUSL hold 27% of their weight in the same names, and MTUM returned +25.8% over the year. Net assets on Oct 9, 2026: $20.3bn for iShares MSCI USA Momentum Factor ETF and $1.2bn for iShares ESG MSCI USA Leaders ETF.
SUSL costs 0.05 points a year less; their one-year returns differ by 6.9 points; MTUM is 16.3 times larger.
| MTUM | SUSL | |
|---|---|---|
| Expense ratio | 0.15% | 0.10% |
| Net assets | $20.3bn | $1.2bn |
| Total return, 1 year | +25.8% | +18.9% |
| What it tracks | MSCI USA Momentum SR Variant Index | MSCI USA Extended ESG Leaders Index |
| Holdings in common | 27% | |
| Top ten holdings, share of the fund | 36.1% | 49.6% |
| Below its high | 7.1%, high on Jun 22, 2026 | |
Holdings in common uses holdings dated Oct 9, 2026.
What they hold in common
By the books each fund has filed, MTUM and SUSL hold 27% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 9, 2026.
half
27% in common
On the same fields
MTUM and SUSL on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.
About MTUM
MTUM tracks the MSCI USA Momentum Factor. Over the year to Oct 9, 2026 it returned +25.8% with distributions reinvested. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 9, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 126 positions, with the top ten at 36.1%. It sat 7.1% below its high of Jun 22, 2026 on Oct 9, 2026.
About SUSL
SUSL tracks an index. Over the year to Oct 9, 2026 it returned +18.9% with distributions reinvested. The prospectus expense ratio is 0.10% a year. By its holdings published by its issuer for Oct 9, 2026, 98% of the fund by weight is stocks the S&P 500 also holds, across 251 positions, with the top ten at 49.6%.
Questions people ask
- Which returned more over the last year, MTUM or SUSL?
- In the year to Oct 9, 2026, with distributions reinvested, MTUM returned +25.8% and SUSL +18.9%.
- Which is cheaper, MTUM or SUSL?
- SUSL is cheaper, by 0.05 percentage points a year. That is about $5 on $10,000 held for a year. Fees come from each fund's prospectus.
ETFIQ links to the documents behind every figure; a link is not an endorsement. 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 SUSL, data as of Oct 9, 2026. https://etfiq.com/compare/any/mtum-vs-susl
ETFIQ. (Oct 9, 2026). MTUM against SUSL. Retrieved from https://etfiq.com/compare/any/mtum-vs-susl
[MTUM against SUSL (ETFIQ, Oct 9, 2026)](https://etfiq.com/compare/any/mtum-vs-susl)
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