# iShares MSCI USA Momentum Factor ETF (MTUM)

> Source: Nexqual · https://nexqual.com/MTUM · data as of 2026-10-23 20:00 UTC · cite as "Nexqual, iShares MSCI USA Momentum Factor ETF (MTUM), nexqual.com/MTUM" · informational, not investment advice.

**Price:** USD 289.45 (+0.30% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 288.57 · day 286.47–292.07 · 52w 229.42–345.59 · market cap null · BTS

## Key facts
- Total return with dividends: 1Y +13.7% vs S&P 500 +14.0%; 5Y +60.7% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +13.7% | +60.7% |
| S&P 500 (SPY) | +14.0% | +76.9% |
| Per year | +13.8% | +10.0% |
| Volatility (annualized) | 27.2% | 20.6% |
| Max drawdown | -18.0% (Jun 2026→Jul 2026) | -31.9% (Nov 2021→Jun 2022) |

## Peers
QUAL (iShares MSCI USA Quality Factor) USD 222.82 -0.78% · USMV (iShares MSCI USA Min Vol Factor) USD 102.95 -0.54% · VLUE (iShares MSCI USA Value Factor E) USD 193.2 -0.31% · IGV (iShares Expanded Tech-Software ) USD 110.59 +1.72% · SPLV (Invesco S&P 500 Low Volatility ) USD 75.42 -0.98%

## More
Full page: https://nexqual.com/MTUM · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Options: expected move (Cboe, 15-min delayed)

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-10-30 | 7 | 36.6% | ±4.3% |
| 2026-11-06 | 14 | 33.7% | ±5.5% |
| 2026-11-13 | 21 | 32.5% | ±6.4% |
| 2026-11-20 | 28 | 31.4% | ±7.1% |
| 2026-11-27 | 35 | 30.3% | ±7.6% |
| 2026-12-04 | 42 | 30.7% | ±8.5% |
| 2026-12-18 | 56 | 29.6% | ±9.4% |
| 2027-01-15 | 84 | 28.0% | ±10.8% |