TBLU vs. MTUM ETF Comparison
Comparison of Tortoise Global Water ESG Fund (TBLU) to iShares MSCI USA Momentum Factor ETF (MTUM)
TBLU
Tortoise Global Water ESG Fund
TBLU Description
The investment seeks investment results that correspond generally to the price and distribution rate (total return) performance of the Tortoise Global Water ESG Net Total Return IndexSM. The fund will normally invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the types of securities suggested by its name (i.e., Water Companies). The index is a proprietary rules-based, modified market capitalization weighted, float adjusted index designed to track the overall performance of equity securities of global Water Companies listed on developed country exchanges. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$42.95
Average Daily Volume
4,107
22
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
Performance
| Period | TBLU | MTUM |
|---|---|---|
| 30 Days | -1.99% | 3.53% |
| 60 Days | 4.49% | 6.25% |
| 90 Days | 16.24% | 8.85% |
| 12 Months | 43.02% |
TBLU Overweight 20 Positions Relative to MTUM
TBLU Underweight 122 Positions Relative to MTUM
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -5.48% | |
| NVDA | C | -5.34% | |
| WMT | A | -4.93% | |
| AVGO | D | -4.72% | |
| LLY | F | -3.82% | |
| COST | B | -3.63% | |
| 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% | |
| ISRG | A | -1.54% | |
| 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% | |
| VRTX | F | -0.95% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% |
TBLU: Top Represented Industries & Keywords
MTUM: Top Represented Industries & Keywords
Compare ETFs
