MTUM vs. INCE ETF Comparison
Comparison of iShares MSCI USA Momentum Factor ETF (MTUM) to Franklin Income Equity Focus ETF (INCE)
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
INCE
Franklin Income Equity Focus ETF
INCE Description
Under normal marketing conditions, the fund will invest at least 80% of its net assets in equity securities, and in derivatives and other instruments that have economic characteristics and provide investment exposure similar to equity securities.Grade (RS Rating)
Last Trade
$58.80
Average Daily Volume
6,895
44
Performance
| Period | MTUM | INCE |
|---|---|---|
| 30 Days | 3.53% | 0.46% |
| 60 Days | 6.25% | 2.02% |
| 90 Days | 8.85% | 3.59% |
| 12 Months | 43.02% | 18.90% |
12 Overlapping Holdings
| Symbol | Grade | Weight in MTUM | Weight in INCE | Overlap | |
|---|---|---|---|---|---|
| AEP | D | 0.4% | 0.99% | 0.4% | |
| C | A | 1.08% | 0.0% | 0.0% | |
| DUK | C | 0.88% | 0.83% | 0.83% | |
| FITB | A | 0.25% | 0.58% | 0.25% | |
| JPM | A | 5.48% | 1.48% | 1.48% | |
| KO | D | 2.71% | 0.98% | 0.98% | |
| LMT | D | 1.37% | 2.21% | 1.37% | |
| NEM | D | 0.79% | 0.94% | 0.79% | |
| PM | B | 2.93% | 1.25% | 1.25% | |
| RTX | C | 2.19% | 1.43% | 1.43% | |
| SO | D | 1.15% | 3.1% | 1.15% | |
| TXN | C | 1.86% | 1.2% | 1.2% |
MTUM Overweight 112 Positions Relative to INCE
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 5.34% | |
| WMT | A | 4.93% | |
| AVGO | D | 4.72% | |
| LLY | F | 3.82% | |
| COST | B | 3.63% | |
| GE | D | 2.96% | |
| NEE | D | 2.24% | |
| GS | A | 2.0% | |
| PGR | A | 1.88% | |
| ISRG | A | 1.54% | |
| AXP | A | 1.53% | |
| KKR | A | 1.3% | |
| BSX | B | 1.25% | |
| MMM | D | 1.21% | |
| MO | A | 1.19% | |
| ANET | C | 1.17% | |
| TT | A | 1.13% | |
| CEG | D | 1.12% | |
| TJX | A | 1.09% | |
| PLTR | B | 1.02% | |
| MSI | B | 1.0% | |
| APH | A | 0.97% | |
| VRTX | F | 0.95% | |
| CTAS | B | 0.91% | |
| FI | A | 0.9% | |
| CB | C | 0.9% | |
| MSTR | C | 0.89% | |
| WELL | A | 0.84% | |
| VST | B | 0.82% | |
| KLAC | D | 0.8% | |
| 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% | |
| FICO | B | 0.6% | |
| AJG | B | 0.59% | |
| PEG | A | 0.5% | |
| DELL | C | 0.49% | |
| BK | A | 0.48% | |
| IRM | D | 0.48% | |
| HIG | B | 0.46% | |
| PWR | A | 0.43% | |
| GRMN | B | 0.42% | |
| ALL | A | 0.41% | |
| 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% | |
| NRG | B | 0.27% | |
| BRO | B | 0.27% | |
| EIX | B | 0.26% | |
| EBAY | D | 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 Underweight 32 Positions Relative to INCE
| Symbol | Grade | Weight | |
|---|---|---|---|
| VZ | C | -2.94% | |
| JNJ | D | -2.9% | |
| CVX | A | -2.85% | |
| PEP | F | -2.42% | |
| JCI | C | -2.14% | |
| APD | A | -2.05% | |
| PG | A | -1.98% | |
| RIO | D | -1.69% | |
| HD | A | -1.62% | |
| XOM | B | -1.58% | |
| SCHW | B | -1.48% | |
| MS | A | -1.46% | |
| UNP | C | -1.41% | |
| LOW | D | -1.33% | |
| ADI | D | -1.31% | |
| MET | A | -1.29% | |
| USB | A | -1.16% | |
| MCD | D | -1.14% | |
| TTE | F | -1.14% | |
| SBUX | A | -1.14% | |
| CSCO | B | -1.12% | |
| SRE | A | -1.11% | |
| HON | B | -1.09% | |
| BAC | A | -1.04% | |
| GM | B | -1.03% | |
| IBM | C | -0.95% | |
| UPS | C | -0.87% | |
| PNC | B | -0.59% | |
| MA | C | -0.53% | |
| ALB | C | -0.53% | |
| FCX | D | -0.52% | |
| BA | F | -0.23% |
MTUM: Top Represented Industries & Keywords
INCE: Top Represented Industries & Keywords
Compare ETFs
