MTUM: Original vs. Halal-Filtered
Compare the performance and holdings of iShares MSCI USA Momentum Factor ETF with its Shariah-compliant counterpart
✅ Already Shariah-Compliant
This fund already contains 100% Shariah-compliant stocks.
Fund Details
| Fund Name | iShares MSCI USA Momentum Factor ETF | Fund Type | ETF |
|---|---|---|---|
| Inception Date | April 16, 2013 | Investment Segment | Total Market |
| Expense Ratio | 0.15% | Domicile | US |
| AUM | $9,944,028,000.00 | NAV | $194.85 |
About MTUM Fund
MTUM was created on 2013-04-16 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 10644.83m in AUM and 126 holdings. MTUM tracks an index of large- and mid-cap US equities, selected and weighted based on price appreciation over 6- and 12-month periods and low volatility over the past 3 years.
Original MTUM Holdings
124 holdings
Retrieved Nov 26, 2024
| Icon | Stock | Percent |
|---|---|---|
JPM  Non compliant | JPMorgan Chase | 5.1% |
WMT  Doubtful | Walmart | 5.0% |
NVDA  | NVIDIA | 4.5% |
AVGO  | Broadcom | 4.5% |
COST  Doubtful | Costco Wholesale | 3.7% |
1 - 5 of 124 holdings
Halal-Filtered MTUM Holdings
0 holdings
Includes just the 0 compliant holdings
| Icon | Stock | Percent |
|---|
1 - 0 of 0 compliant holdings
MTUM Performance Comparison
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