NVIDIA

JPMorgan Chase & Co

Walmart

Broadcom

Eli Lilly

Costco

General Electric

Philip Morris

Coca-Cola

NextEra Energy

iShares MSCI USA Momentum Factor ETF

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.

The iShares MSCI USA Momentum Factor ETF has completed its semi-annual rebalancing process, shifting roughly 18% to the Information Technology sector. The ETF's performance now depends on the continued success of the "Magnificent Seven" stocks, including NVIDIA, Meta Platforms, and Microsoft. Despite a bearish descending triangle pattern, MTUM tends to perform well following the May rebalance, and I have a hold rating today.

MTUM's Rebalance Unveiled: Nvidia Now The Top Holding

iShares MSCI Intl Momentum Factor ETF

Invesco DWA Momentum ETF

Invesco S&P MidCap Momentum ETF

Invesco S&P SmallCap Value with Momentum ETF

In a fresh approach to averting an economic disaster, President Joe Biden and House Speaker Kevin McCarthy find a middle ground to raise the debt ceiling, reshaping the way the U.S. government operates.

Play Momentum ETFs as U.S. Strikes a Debt Deal

Qraft AI-Enhanced US Large Cap Momentum ETF

iShares Core S&P 500 ETF

Qraft AI-Pilot US Large Cap Dynamic Beta Etf

Artificial intelligence is the latest buzzword to become part of the ETF ecosystem. We believe there is tremendous potential to invest in companies like NVIDIA and Shopify that are benefiting from the long-term trend.

A New Artificial Intelligence ETF Simplifies Asset Allocation

We echo our initial critique that MTUM doesn't really look like it's a good momentum factor for building a portfolio, with safe sectoral exposures dominating the portfolio. However, assuming that the people at iShares have done a good job building their ETF, we still think that a momentum factor is not something people should want.

MTUM: Not A Good Pick When People Should Fade The Rally

SPDR Bloomberg 1-3 Month T-Bill ETF

iShares U.S. Treasury Bond ETF

iShares 7-10 Year Treasury Bond ETF

iShares Russell 2000 ETF

iShares MSCI USA Quality Factor ETF

iShares 0-3 Month Treasury Bond ETF

SPDR Portfolio Intermediate Term Treasury ETF

SPDR Portfolio S&P 500 Value ETF

iShares 20+ Year Treasury Bond ETF

Wall Street witnessed a decent March despite heightened volatility created by bank failures in the United States and Europe. A flight-to-safety led investors to flock to safe-haven U.S. Treasuries in the month.

March ETF Asset Report: U.S. Treasuries Win

iShares JP Morgan USD Emerging Markets Bond ETF

iShares MSCI USA ESG Optimized ETF

iShares Short Treasury Bond ETF

SPDR S&P 500 ETF Trust

During Refinitiv Lipper's fund-flows week that ended March 22, 2023, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the fourth week in a row, adding a net of $133.3 billion. Exchange-traded equity funds recorded $14.6 billion in weekly net inflows, marking the second weekly inflow in the last five weeks.

U.S. Weekly FundFlows Insight Report: Government-Treasury Funds Set New Weekly Record With $8.3 Billion In Inflows

Vanguard U.S. Momentum Factor ETF

The Vanguard U.S. Momentum Factor ETF (VFMO) invests in stocks with strong recent performance as determined by the advisor, not based on a momentum index. The iShares MSCI USA Momentum Factor ETF (MTUM) invests based on an index consisting of stocks exhibiting relatively higher momentum characteristics than the traditional market capitalization-weighted parent index.

VFMO Vs. MTUM: Little Followed Momentum ETF Beating Better Known One

Momentum is one of the best-researched systematic investing strategies, and has provided significant outperformance in the past. The MTUM ETF tracks the MSCI USA Momentum SR Variant Index and is an easy way to add momentum to a portfolio.

MTUM: Momentum, But Somewhat Slow

Advisors have historically been hesitant to use an ETF that holds other ETFs inside, with broad asset allocation strategies struggling to gain traction. However, the First Trust Dorsey Wright Focus 5 ETF (FV) is a rare exception.

A Popular First Trust ETF That Owns ETFs With Relative Strength

IHS Holding Ltd

iShares S&P Mid-Cap 400 Value ETF

iShares S&P Mid-Cap 400 Growth ETF

iShares Core S&P Small Cap ETF

iShares S&P Small-Cap 600 Growth ETF

iShares S&P 500 Value ETF

iShares S&P 500 Growth ETF

Invesco S&P 500 High Beta ETF

iShares Edge MSCI Min Vol USA ETF

Vanguard High Dividend Yield ETF

Vanguard High Dividend Yield (VYM) is now posting a modest 1.7% year-to-date gain through Tuesday's close (Dec. 13). VYM has enjoyed a strong recovery in the past two months and currently trades just below a record high.

Dividend Yield Is 2022's Upside Outlier For Equity Factor Returns

The sector trend continues to be your friend heading into year-end, but ETF-focused advisors would be wise to dive deeper. When the largest U.S.-listed momentum ETF, the iShares MSCI USA Momentum Factor ETF (MTUM), was rebalanced at the end of November, many of its largest positions were sold to make room for more recent winners.

What Changed in Top Momentum ETF MTUM in Late 2022

BlackRock's cross-sectional and time series momentum strategies are empirically backed but lack efficient execution. The iShares MSCI Momentum Factor ETF has underperformed the market over the most recent 5-year economic cycle with a strategy that's designed to outperform the market portfolio.

MTUM: Not The Ideal Momentum Investing Vehicle

Sizable influx of investor cash arrived over the course of several weeks.

iShares Momentum ETF Sees $2.3B Inflow

MTUM invests in stocks generating strong momentum. Momentum trading tends to outperform during bull markets, but interestingly, MTUM has beaten higher-risk funds like QQQ this year too.

MTUM: Momentum Stocks Are Well Positioned For Further Outperformance

iShares S&P Small-Cap 600 Value ETF

Vanguard U.S. Liquidity Factor ETF

Vanguard High Dividend Yield (VYM) is the top performer for US equity factors, but in 2022 that translates to a relatively modest loss. Value stocks are also doing relatively well in 2022, posting the lightest factor losses after VYM.

High Dividend Yield Still Leader For U.S. Factor Returns In 2022

VYM has certainly suffered so far in 2022, but the ETF's nearly 13% year to date haircut compares favorably against the broad stock market's 22.6% tumble via SPY. Momentum for the factor funds, unsurprisingly, is deeply negative.

High Dividend Yield Is Leading Edge Of Defense For U.S. Shares

MTUM is designed to respond to momentum factors, meaning simply that this portfolio is a proxy for investing in a momentum factor. In that respect, one should stay away, as the markets are not in a safe spot right now.

MTUM Does Respond To The Momentum Factor, But I See Stability

The iShares Momentum ETF was a popular way to play relative strength among mega-cap growth stocks through early 2021. Recently, though, its structure and rebalancing swings have resulted in losses vs. the broad market.

MTUM: The Momentum Factor Loses Luster As Mega-Cap Growth Underperforms

The broad market via SPDR S&P 500 is down more than 12% this year. Growth stocks generally are having a tough time in 2022 to no small degree due to the reversal of fortunes of tech shares.

Dividend Yield Factor Offers Port In Equity Storm This Year

SPDR Russell 1000 Momentum Focus ETF

VictoryShares US Value Momentum ETF

Momentum investing appears to reap profits from hot stocks that consistently show an upside over a considerable period of time. Below are five ETFs that may outperform if the market recovery continues.

Here's Why You Can Consider Momentum ETFs as Market Recovers

Todd Rosenbluth, head of research, recently appeared on Bloomberg with hosts Kailey Leinz, Katie Greifeld, and Eric Balchunas to discuss how the dynamic between ETFs and mutual funds, momentum ETF strategies, and Tesla departure from the S&P 500 ESG index. Bond mutual funds have seen more than $157 billion in outflows, while bond ETFs saw [.

Todd Rosenbluth Talks ESG, Tesla, and More on Bloomberg

JPMorgan US Momentum Factor ETF

Alpha Architect US Quantitative Momentum ETF

iShares MSCI USA Value Factor ETF

With the S&P 500 Index down sharply in 2022, it is easy to lose track of not all large-cap stocks down by a double-digit percentage. Indeed as of mid-May, there were 60 stocks up more than 10% and 32 up more than 20% for the year.

There Is a Bull Market Somewhere

Momentum funds invest in stocks with strong returns in the recent past, and tend to outperform. MTUM is the largest momentum ETF in the market.

MTUM: Largest Momentum ETF, But Slow, Ineffective Strategy

MTUM is a large-cap-focused ETF offering exposure to the momentum factor.

MTUM: Momentum Shines Until It Does Not

Momentum investing looks to fetch profits from hot stocks that have shown an uptrend over the past few weeks or months. Here we present five ETFs that could outperform on the current market optimism.

News for iShares MSCI USA Momentum Factor ETF ETF (MTUM)