MTUM vs. AESR ETF Comparison
Comparison of iShares MSCI USA Momentum Factor ETF (MTUM) to Anfield U.S. Equity Sector Rotation ETF (AESR)
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
124
AESR
Anfield U.S. Equity Sector Rotation ETF
AESR Description
The investment seeks to outperform traditional large-cap equity indices and styles over full market cycles by investing in various sectors of the equity market. The fund is an actively managed exchange traded fund that normally invests at least 80% of its net assets, including any borrowings for investment purposes, in a diversified portfolio of ETFs that each invest at least 80% of their assets in U.S. equity securities. It may also invest in various types of derivatives, including exchange listed and over the counter futures, options, total return swaps, forwards and repurchase agreements.Grade (RS Rating)
Last Trade
$17.66
Average Daily Volume
20,850
16
Performance
| Period | MTUM | AESR |
|---|---|---|
| 30 Days | 3.53% | 3.34% |
| 60 Days | 6.25% | 4.81% |
| 90 Days | 8.85% | 5.56% |
| 12 Months | 43.02% | 35.18% |
10 Overlapping Holdings
MTUM Overweight 114 Positions Relative to AESR
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | 5.48% | |
| WMT | A | 4.93% | |
| AVGO | D | 4.72% | |
| GE | D | 2.96% | |
| PM | B | 2.93% | |
| KO | D | 2.71% | |
| NEE | D | 2.24% | |
| RTX | C | 2.19% | |
| GS | A | 2.0% | |
| PGR | A | 1.88% | |
| TXN | C | 1.86% | |
| AXP | A | 1.53% | |
| LMT | D | 1.37% | |
| KKR | A | 1.3% | |
| BSX | B | 1.25% | |
| MMM | D | 1.21% | |
| MO | A | 1.19% | |
| SO | D | 1.15% | |
| TT | A | 1.13% | |
| CEG | D | 1.12% | |
| TJX | A | 1.09% | |
| C | A | 1.08% | |
| PLTR | B | 1.02% | |
| MSI | B | 1.0% | |
| APH | A | 0.97% | |
| CTAS | B | 0.91% | |
| FI | A | 0.9% | |
| CB | C | 0.9% | |
| MSTR | C | 0.89% | |
| DUK | C | 0.88% | |
| WELL | A | 0.84% | |
| VST | B | 0.82% | |
| KLAC | D | 0.8% | |
| NEM | D | 0.79% | |
| CL | D | 0.79% | |
| AFL | B | 0.78% | |
| APP | B | 0.74% | |
| HWM | A | 0.73% | |
| ICE | C | 0.72% | |
| TDG | D | 0.7% | |
| MCO | B | 0.7% | |
| VRT | B | 0.63% | |
| WMB | A | 0.63% | |
| TRGP | B | 0.61% | |
| PEG | A | 0.5% | |
| DELL | C | 0.49% | |
| BK | A | 0.48% | |
| IRM | D | 0.48% | |
| HIG | B | 0.46% | |
| GRMN | B | 0.42% | |
| ALL | A | 0.41% | |
| AEP | D | 0.4% | |
| EME | C | 0.38% | |
| DFS | B | 0.38% | |
| DHI | D | 0.37% | |
| RSG | A | 0.36% | |
| ACGL | D | 0.35% | |
| CBRE | B | 0.34% | |
| GDDY | A | 0.34% | |
| TPL | A | 0.33% | |
| WAB | B | 0.33% | |
| AXON | A | 0.32% | |
| VTR | C | 0.31% | |
| NTAP | C | 0.31% | |
| VLTO | D | 0.31% | |
| PHM | D | 0.31% | |
| ALNY | D | 0.3% | |
| KDP | D | 0.3% | |
| AVB | B | 0.29% | |
| RMD | C | 0.29% | |
| K | A | 0.29% | |
| NDAQ | A | 0.28% | |
| LEN | D | 0.28% | |
| BRO | B | 0.27% | |
| EIX | B | 0.26% | |
| EBAY | D | 0.25% | |
| FITB | A | 0.25% | |
| LDOS | C | 0.24% | |
| MPWR | F | 0.24% | |
| LII | A | 0.24% | |
| TYL | B | 0.23% | |
| CSL | C | 0.23% | |
| NVR | D | 0.23% | |
| SW | A | 0.22% | |
| SYF | B | 0.22% | |
| DOV | A | 0.22% | |
| EQR | B | 0.17% | |
| PKG | A | 0.16% | |
| IFF | D | 0.16% | |
| HEI | B | 0.16% | |
| ESS | B | 0.15% | |
| IP | B | 0.15% | |
| HOOD | B | 0.15% | |
| UTHR | C | 0.15% | |
| ERIE | D | 0.13% | |
| HEI | B | 0.12% | |
| MAA | B | 0.12% | |
| UHS | D | 0.11% | |
| CFG | B | 0.11% | |
| DKS | C | 0.1% | |
| DGX | A | 0.09% | |
| NI | A | 0.09% | |
| FNF | B | 0.08% | |
| AMCR | D | 0.08% | |
| DOC | D | 0.08% | |
| FOXA | B | 0.07% | |
| CPT | B | 0.07% | |
| FOX | A | 0.07% | |
| DVA | B | 0.07% | |
| CHRW | C | 0.06% | |
| ALLY | C | 0.06% | |
| UDR | B | 0.05% | |
| LNT | A | 0.05% | |
| EQH | B | 0.03% |
MTUM: Top Represented Industries & Keywords
AESR: Top Represented Industries & Keywords
Compare ETFs
