iShares Edge MSCI USA Momentum Factor ETF (MTUM)

137.36 -0.67%
11:13 am EDT; Powered by Koyfin
Pros
5-year return above the benchmark
Low expense ratio
Cons
3-year return below the benchmark

Pros

  1. MTUM 5-year return is 11.08%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  2. MTUM expense ratio is 0.15%, which is considered low. Nice job picking a low-cost fund.

Cons

  1. MTUM 3-year return is 5.09%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.