EUSA vs. MTUM ETF Comparison

Comparison of iShares MSCI USA Index Fund (EUSA) to iShares MSCI USA Momentum Factor ETF (MTUM)
EUSA

iShares MSCI USA Index Fund

EUSA Description

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI USA Index (the "underlying index"). The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The underlying index is a market capitalization-weighted index designed to measure the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the United States. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$101.24

Average Daily Volume

45,044

Number of Holdings *

591

* may have additional holdings in another (foreign) market
MTUM

iShares MSCI USA Momentum Factor ETF

MTUM Description The investment seeks to track the performance of an index that measures the performance of U.S. large- and mid-capitalization stocks exhibiting relatively higher momentum characteristics, before fees and expenses. The fund generally invests at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. The MSCI USA Momentum Index (the "underlying index") consists of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index, the MSCI USA Index, which includes U.S. large- and mid-capitalization stocks.

Grade (RS Rating)

Last Trade

$214.91

Average Daily Volume

840,198

Number of Holdings *

124

* may have additional holdings in another (foreign) market
Performance
Period EUSA MTUM
30 Days 5.56% 3.53%
60 Days 6.51% 6.25%
90 Days 8.86% 8.85%
12 Months 32.13% 43.02%
126 Overlapping Holdings
Symbol Grade Weight in EUSA Weight in MTUM Overlap
ACGL D 0.15% 0.35% 0.15%
AEP D 0.16% 0.4% 0.16%
AFL B 0.18% 0.78% 0.18%
AJG B 0.16% 0.59% 0.16%
ALL A 0.17% 0.41% 0.17%
ALLY C 0.14% 0.06% 0.06%
ALNY D 0.13% 0.3% 0.13%
AMCR D 0.14% 0.08% 0.08%
ANET C 0.17% 1.17% 0.17%
APH A 0.17% 0.97% 0.17%
APP B 0.58% 0.74% 0.58%
AVB B 0.17% 0.29% 0.17%
AVGO D 0.16% 4.72% 0.16%
AXON A 0.26% 0.32% 0.26%
AXP A 0.18% 1.53% 0.18%
BK A 0.19% 0.48% 0.19%
BRO B 0.17% 0.27% 0.17%
BSX B 0.18% 1.25% 0.18%
C A 0.18% 1.08% 0.18%
CB C 0.17% 0.9% 0.17%
CBRE B 0.19% 0.34% 0.19%
CEG D 0.19% 1.12% 0.19%
CFG B 0.18% 0.11% 0.11%
CHRW C 0.17% 0.06% 0.06%
CL D 0.14% 0.79% 0.14%
COST B 0.17% 3.63% 0.17%
CPT B 0.16% 0.07% 0.07%
CSL C 0.17% 0.23% 0.17%
CTAS B 0.17% 0.91% 0.17%
DELL C 0.19% 0.49% 0.19%
DFS B 0.2% 0.38% 0.2%
DGX A 0.17% 0.09% 0.09%
DHI D 0.14% 0.37% 0.14%
DKS C 0.14% 0.1% 0.1%
DOC D 0.16% 0.08% 0.08%
DOV A 0.17% 0.22% 0.17%
DUK C 0.16% 0.88% 0.16%
DVA B 0.17% 0.07% 0.07%
EBAY D 0.17% 0.25% 0.17%
EIX B 0.16% 0.26% 0.16%
EME C 0.22% 0.38% 0.22%
EQH B 0.15% 0.03% 0.03%
EQR B 0.16% 0.17% 0.16%
ERIE D 0.14% 0.13% 0.13%
ESS B 0.16% 0.15% 0.15%
FI A 0.22% 0.9% 0.22%
FICO B 0.2% 0.6% 0.2%
FITB A 0.18% 0.25% 0.18%
FNF B 0.17% 0.08% 0.08%
FOX A 0.06% 0.07% 0.06%
FOXA B 0.12% 0.07% 0.07%
GDDY A 0.18% 0.34% 0.18%
GE D 0.17% 2.96% 0.17%
GRMN B 0.19% 0.42% 0.19%
GS A 0.19% 2.0% 0.19%
HEI B 0.08% 0.16% 0.08%
HEI B 0.08% 0.12% 0.08%
HEI B 0.11% 0.16% 0.11%
HEI B 0.11% 0.12% 0.11%
HIG B 0.18% 0.46% 0.18%
HOOD B 0.28% 0.15% 0.15%
HWM A 0.19% 0.73% 0.19%
ICE C 0.16% 0.72% 0.16%
IFF D 0.14% 0.16% 0.14%
IP B 0.19% 0.15% 0.15%
IRM D 0.17% 0.48% 0.17%
ISRG A 0.18% 1.54% 0.18%
JPM A 0.18% 5.48% 0.18%
K A 0.16% 0.29% 0.16%
KDP D 0.14% 0.3% 0.14%
KKR A 0.2% 1.3% 0.2%
KLAC D 0.12% 0.8% 0.12%
KO D 0.14% 2.71% 0.14%
LDOS C 0.16% 0.24% 0.16%
LEN D 0.15% 0.28% 0.15%
LII A 0.17% 0.24% 0.17%
LLY F 0.12% 3.82% 0.12%
LMT D 0.15% 1.37% 0.15%
LNT A 0.17% 0.05% 0.05%
MAA B 0.16% 0.12% 0.12%
MCO B 0.15% 0.7% 0.15%
MMM D 0.16% 1.21% 0.16%
MO A 0.17% 1.19% 0.17%
MPWR F 0.1% 0.24% 0.1%
MSI B 0.18% 1.0% 0.18%
MSTR C 0.51% 0.89% 0.51%
NDAQ A 0.18% 0.28% 0.18%
NEE D 0.15% 2.24% 0.15%
NEM D 0.13% 0.79% 0.13%
NI A 0.18% 0.09% 0.09%
NRG B 0.18% 0.27% 0.18%
NTAP C 0.15% 0.31% 0.15%
NVDA C 0.18% 5.34% 0.18%
NVR D 0.16% 0.23% 0.16%
PEG A 0.18% 0.5% 0.18%
PGR A 0.17% 1.88% 0.17%
PHM D 0.16% 0.31% 0.16%
PKG A 0.19% 0.16% 0.16%
PLTR B 0.31% 1.02% 0.31%
PM B 0.17% 2.93% 0.17%
PWR A 0.2% 0.43% 0.2%
RMD C 0.17% 0.29% 0.17%
RSG A 0.16% 0.36% 0.16%
RTX C 0.16% 2.19% 0.16%
SO D 0.16% 1.15% 0.16%
SW A 0.19% 0.22% 0.19%
SYF B 0.22% 0.22% 0.22%
TDG D 0.15% 0.7% 0.15%
TJX A 0.17% 1.09% 0.17%
TPL A 0.27% 0.33% 0.27%
TRGP B 0.23% 0.61% 0.23%
TT A 0.19% 1.13% 0.19%
TXN C 0.15% 1.86% 0.15%
TYL B 0.16% 0.23% 0.16%
UDR B 0.17% 0.05% 0.05%
UHS D 0.14% 0.11% 0.11%
UTHR C 0.16% 0.15% 0.15%
VLTO D 0.15% 0.31% 0.15%
VRT B 0.29% 0.63% 0.29%
VRTX F 0.15% 0.95% 0.15%
VST B 0.31% 0.82% 0.31%
VTR C 0.17% 0.31% 0.17%
WAB B 0.19% 0.33% 0.19%
WELL A 0.19% 0.84% 0.19%
WMB A 0.21% 0.63% 0.21%
WMT A 0.18% 4.93% 0.18%
EUSA Overweight 467 Positions Relative to MTUM
Symbol Grade Weight
GEV B 0.29%
TOST B 0.28%
APO B 0.26%
DAL C 0.26%
CCL B 0.26%
COIN C 0.26%
TSLA B 0.25%
TEAM A 0.25%
TWLO A 0.25%
LPLA A 0.23%
SQ B 0.23%
RCL A 0.23%
Z A 0.22%
LYV A 0.22%
BX A 0.22%
DASH A 0.22%
DOCU A 0.22%
HUBS A 0.22%
RJF A 0.22%
PODD C 0.22%
HBAN A 0.21%
ZM B 0.21%
WFC A 0.21%
EXE B 0.21%
EQT B 0.21%
MTB A 0.21%
BKNG A 0.21%
CRWD B 0.21%
EXPE B 0.21%
MS A 0.21%
CPAY A 0.21%
ORCL B 0.21%
KMI A 0.21%
PAYC B 0.21%
DAY B 0.21%
CRM B 0.2%
PNR A 0.2%
DKNG B 0.2%
TRMB B 0.2%
DIS B 0.2%
V A 0.2%
MET A 0.2%
AIZ A 0.2%
DLR B 0.2%
NFLX A 0.2%
EMR A 0.2%
BKR B 0.2%
ALB C 0.2%
NTRS A 0.2%
CG A 0.2%
FLUT A 0.2%
IOT A 0.2%
ETR B 0.2%
AMP A 0.2%
RBLX C 0.2%
SNA A 0.2%
COF B 0.2%
MRVL B 0.2%
OKE A 0.2%
NET B 0.19%
CINF A 0.19%
PH A 0.19%
HLT A 0.19%
BLK C 0.19%
PNC B 0.19%
ROKU D 0.19%
JCI C 0.19%
TRV B 0.19%
PYPL B 0.19%
TTWO A 0.19%
BMY B 0.19%
ARES A 0.19%
JBL B 0.19%
SEIC B 0.19%
FTNT C 0.19%
WYNN D 0.19%
APD A 0.19%
CMI A 0.19%
LNG B 0.19%
GM B 0.19%
LVS C 0.19%
GWW B 0.19%
FAST B 0.19%
BAC A 0.19%
FFIV B 0.19%
PRU A 0.19%
ADSK A 0.19%
CNP B 0.19%
HUBB B 0.19%
NOW A 0.19%
LUV C 0.19%
WBD C 0.19%
OC A 0.19%
MA C 0.19%
LW C 0.19%
STLD B 0.19%
ETN A 0.19%
RF A 0.19%
MAR B 0.19%
SCHW B 0.19%
AEE A 0.18%
IEX B 0.18%
TDY B 0.18%
ZBRA B 0.18%
ABNB C 0.18%
KR B 0.18%
CAT B 0.18%
EA A 0.18%
FCNCA A 0.18%
CMG B 0.18%
DECK A 0.18%
KIM A 0.18%
SOLV C 0.18%
ATO A 0.18%
PAYX C 0.18%
ADP B 0.18%
AON A 0.18%
SYK C 0.18%
MCK B 0.18%
CSCO B 0.18%
WSO A 0.18%
TAP C 0.18%
HON B 0.18%
ACM A 0.18%
PCG A 0.18%
VTRS A 0.18%
BXP D 0.18%
EPAM C 0.18%
MDB C 0.18%
JKHY D 0.18%
VMC B 0.18%
IR B 0.18%
AMZN C 0.18%
AZPN A 0.18%
MNST C 0.18%
KEY B 0.18%
HPE B 0.18%
SPG B 0.18%
MKTX D 0.18%
CNH C 0.18%
DDOG A 0.18%
SRE A 0.18%
URI B 0.18%
FDS B 0.18%
INTC D 0.18%
GEN B 0.18%
XEL A 0.18%
LULU C 0.18%
TW A 0.18%
GLW B 0.18%
PCAR B 0.18%
GILD C 0.18%
USB A 0.18%
T A 0.18%
TMUS B 0.18%
TTD B 0.18%
FIS C 0.18%
AME A 0.18%
CRH A 0.18%
RPM A 0.18%
STT A 0.18%
ROK B 0.17%
REG B 0.17%
F C 0.17%
MANH D 0.17%
PANW C 0.17%
HST C 0.17%
MSCI C 0.17%
CMCSA B 0.17%
CDNS B 0.17%
EOG A 0.17%
HPQ B 0.17%
SBUX A 0.17%
KNX B 0.17%
WRB A 0.17%
NWSA B 0.17%
HES B 0.17%
ORLY B 0.17%
ODFL B 0.17%
OVV B 0.17%
AIG B 0.17%
LHX C 0.17%
META D 0.17%
DE A 0.17%
IT C 0.17%
WEC A 0.17%
BR A 0.17%
IBM C 0.17%
NSC B 0.17%
VEEV C 0.17%
HSIC B 0.17%
PFG D 0.17%
GPN B 0.17%
OTIS C 0.17%
H B 0.17%
LOW D 0.17%
CPRT A 0.17%
CARR D 0.17%
PPL B 0.17%
PTC A 0.17%
CAH B 0.17%
TGT F 0.17%
CHD B 0.17%
GGG B 0.17%
CTVA C 0.17%
BLDR D 0.17%
CVX A 0.17%
CME A 0.17%
MKL A 0.17%
TROW B 0.17%
INCY C 0.17%
CF B 0.17%
KVUE A 0.17%
ITW B 0.17%
MLM B 0.17%
KEYS A 0.17%
CTRA B 0.17%
CLX B 0.17%
HD A 0.17%
EQIX A 0.17%
L A 0.17%
WTW B 0.17%
SNAP C 0.17%
RS B 0.17%
WDAY B 0.17%
BRK.A B 0.17%
CHTR C 0.17%
EVRG A 0.17%
TFC A 0.17%
AFG A 0.17%
EG C 0.16%
STZ D 0.16%
GEHC F 0.16%
MDT D 0.16%
ROP B 0.16%
SSNC B 0.16%
SNOW C 0.16%
SBAC D 0.16%
CBOE B 0.16%
ZBH C 0.16%
AAPL C 0.16%
PSX C 0.16%
CTLT B 0.16%
ELS C 0.16%
UNH C 0.16%
MAS D 0.16%
ROL B 0.16%
WTRG B 0.16%
VRSN F 0.16%
DTE C 0.16%
HAL C 0.16%
WSM B 0.16%
PG A 0.16%
MCD D 0.16%
OMC C 0.16%
BIO D 0.16%
MMC B 0.16%
ECL D 0.16%
TSN B 0.16%
COP C 0.16%
SPGI C 0.16%
EW C 0.16%
CTSH B 0.16%
PSA D 0.16%
NUE C 0.16%
VLO C 0.16%
WDC D 0.16%
FDX B 0.16%
COR B 0.16%
WST C 0.16%
WY D 0.16%
WCN A 0.16%
CCK C 0.16%
VICI C 0.16%
CMS C 0.16%
ILMN D 0.16%
COO D 0.16%
BBY D 0.16%
D C 0.16%
FCX D 0.16%
XOM B 0.16%
WAT B 0.16%
DD D 0.16%
FWONK B 0.16%
DXCM D 0.16%
VZ C 0.16%
DT C 0.16%
EXC C 0.16%
CSX B 0.16%
NLY C 0.16%
DPZ C 0.16%
UPS C 0.16%
TSCO D 0.16%
LH C 0.16%
MRO B 0.16%
TRU D 0.16%
DRI B 0.16%
NDSN B 0.16%
BURL A 0.16%
ANSS B 0.16%
ALLE D 0.16%
JBHT C 0.16%
GLPI C 0.16%
EMN D 0.16%
ZS C 0.16%
POOL C 0.16%
VRSK A 0.16%
WM A 0.16%
FTV C 0.16%
SHW A 0.16%
ABT B 0.16%
ACN C 0.16%
SJM D 0.15%
PLD D 0.15%
MPC D 0.15%
BBWI D 0.15%
AVY D 0.15%
TXT D 0.15%
ADI D 0.15%
ES D 0.15%
BG F 0.15%
BALL D 0.15%
PINS D 0.15%
UNP C 0.15%
KMX B 0.15%
CVS D 0.15%
PARA C 0.15%
BSY D 0.15%
CCI D 0.15%
CI F 0.15%
O D 0.15%
KMB D 0.15%
MOS F 0.15%
UBER D 0.15%
ROST C 0.15%
ACI C 0.15%
BDX F 0.15%
SUI D 0.15%
GD F 0.15%
ZTS D 0.15%
STX D 0.15%
ALGN D 0.15%
QCOM F 0.15%
JNJ D 0.15%
MGM D 0.15%
FBIN D 0.15%
INVH D 0.15%
AZO C 0.15%
BEN C 0.15%
MKC D 0.15%
RPRX D 0.15%
CSGP D 0.15%
SNPS B 0.15%
MELI D 0.15%
FE C 0.15%
FANG D 0.15%
INTU C 0.15%
WPC D 0.15%
AMH D 0.15%
NOC D 0.15%
YUM B 0.15%
LIN D 0.15%
TEL B 0.15%
PPG F 0.15%
AWK D 0.15%
ED D 0.15%
HOLX D 0.15%
SYY B 0.15%
EXR D 0.15%
MSFT F 0.15%
FERG B 0.15%
SLB C 0.15%
EXPD D 0.15%
CHRD D 0.14%
CAG D 0.14%
DVN F 0.14%
KHC F 0.14%
PFE D 0.14%
NXPI D 0.14%
GPC D 0.14%
CPB D 0.14%
ON D 0.14%
NKE D 0.14%
AOS F 0.14%
GIS D 0.14%
PEP F 0.14%
DINO D 0.14%
ENTG D 0.14%
ADBE C 0.14%
WLK D 0.14%
IPG D 0.14%
SWK D 0.14%
J F 0.14%
AMD F 0.14%
OXY D 0.14%
ADM D 0.14%
BAX D 0.14%
HCA F 0.14%
A D 0.14%
MDLZ F 0.14%
TTC D 0.14%
AMT D 0.14%
ARE D 0.14%
BAH F 0.14%
JNPR F 0.14%
MU D 0.14%
UHAL D 0.14%
STE F 0.14%
TECH D 0.14%
RVTY F 0.14%
CRL C 0.14%
XYL D 0.14%
HRL D 0.14%
ULTA F 0.14%
LKQ D 0.14%
EXAS D 0.14%
NBIX C 0.13%
MTD D 0.13%
MCHP D 0.13%
MOH F 0.13%
PSTG D 0.13%
TFX F 0.13%
AMAT F 0.13%
EFX F 0.13%
MTCH D 0.13%
DOW F 0.13%
TMO F 0.13%
MRK F 0.13%
IDXX F 0.13%
FSLR F 0.13%
BA F 0.13%
DHR F 0.13%
AKAM D 0.13%
HSY F 0.13%
AMGN D 0.13%
ABBV D 0.13%
LYB F 0.13%
CNC D 0.12%
APTV D 0.12%
BIIB F 0.12%
OKTA C 0.12%
AVTR F 0.12%
RIVN F 0.12%
IQV D 0.12%
WBA F 0.12%
APA D 0.12%
TER D 0.12%
CDW F 0.12%
HUM C 0.12%
LRCX F 0.12%
AES F 0.12%
SWKS F 0.12%
CELH F 0.11%
HII D 0.11%
EL F 0.11%
ELV F 0.11%
REGN F 0.1%
DG F 0.1%
DLTR F 0.1%
BMRN D 0.1%
GOOGL C 0.09%
CE F 0.09%
QRVO F 0.09%
ENPH F 0.08%
GOOG C 0.08%
MRNA F 0.07%
SMCI F 0.07%
EUSA Underweight 0 Positions Relative to MTUM
Symbol Grade Weight
Compare ETFs