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 NameiShares MSCI USA Momentum Factor ETFFund TypeETF
Inception DateApril 16, 2013Investment SegmentTotal Market
Expense Ratio0.15%DomicileUS
AUM$9,944,028,000.00NAV$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

IconStockPercent
JPM
JPM logo
Non compliant
JPMorgan Chase
5.1%
WMT
WMT logo
Doubtful
Walmart
5.0%
NVDA
NVDA logo
NVIDIA
4.5%
AVGO
AVGO logo
Broadcom
4.5%
COST
COST logo
Doubtful
Costco Wholesale
3.7%
1 - 5 of 124 holdings

Halal-Filtered MTUM Holdings

0 holdings

Includes just the 0 compliant holdings

IconStockPercent
1 - 0 of 0 compliant holdings

MTUM Performance Comparison

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