EEM vs MTUM
Comparison between ISHARES MSCI EMERGING MARKETS ETF (EEM, ETF) and ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM, ETF).
5-Year PerformanceMTUM has outperformed EEM, delivering a return of +13.9% compared to +6.7%
EEM vs MTUM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EEM
$30B
MTUM
$29B
Expense Ratio
EEM
0.72%
Winner
MTUM
0.15%
Max Drawdown
EEM
67.23%
Winner
MTUM
34.08%
Sharpe Ratio
Winner
EEM
1.24
MTUM
1.12
5Y Beta
Winner
EEM
0.87
MTUM
1.24
P/E Ratio
EEM
N/A
MTUM
38.60
Forward P/E
EEM
N/A
MTUM
21.04
PEG Ratio
EEM
N/A
MTUM
0.17
5Y Dividends CAGR
EEM
9.60%
Winner
MTUM
15.86%
5Y EPS CAGR
EEM
N/A
MTUM
22.52%
Debt to Equity
EEM
N/A
MTUM
40.77%
P/S Ratio
EEM
N/A
MTUM
4.82
P/B Ratio
EEM
N/A
MTUM
6.85
EEM vs MTUM - Holdings Comparison
EEM and MTUM have 1 common holdings. Overlap is -0.40%
EEM's top 25 holdings weight is 45.63%. MTUM's top 25 holdings weight is 68.94%.
| Rank | EEM | MTUM |
|---|---|---|
| #1 | n/a (n/a) - 15.74% | MICRON TECHNOLOGY INC (MU) - 6.74% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 6.67% | ADVANCED MICRO DEVICES INC (AMD) - 5.31% |
| #3 | SK HYNIX INC (n/a) - 5.71% | INTEL CORP (INTC) - 5.23% |
| #4 | TENCENT HOLDINGS LTD (n/a) - 3.03% | BROADCOM INC (AVGO) - 4.10% |
| #5 | n/a (n/a) - 1.99% | CATERPILLAR INC (CAT) - 4.07% |
| #6 | MEDIATEK INC (n/a) - 1.45% | LAM RESEARCH CORP (LRCX) - 3.78% |
| #7 | DELTA ELECTRONICS INC (n/a) - 0.96% | APPLIED MATERIALS INC (AMAT) - 3.64% |
| #8 | HDFC BANK LTD (n/a) - 0.81% | GE VERNOVA INC (GEV) - 3.22% |
| #9 | n/a (n/a) - 0.80% | JOHNSON & JOHNSON (JNJ) - 3.20% |
| #10 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.76% | EXXON MOBIL CORP (XOM) - 3.02% |
| #11 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.75% | ALPHABET INC CLASS A (GOOGL) - 2.39% |
| #12 | RELIANCE INDUSTRIES LTD (n/a) - 0.70% | WALMART INC (WMT) - 2.37% |
| #13 | ICICI BANK LTD (n/a) - 0.66% | CISCO SYSTEMS INC (CSCO) - 2.35% |
| #14 | SK SQUARE (n/a) - 0.60% | WESTERN DIGITAL CORP (WDC) - 2.24% |
| #15 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.58% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.16% |
| #16 | n/a (n/a) - 0.52% | KLA CORP (KLAC) - 2.04% |
| #17 | XIAOMI CORP CLASS B (n/a) - 0.48% | ALPHABET INC CLASS C (GOOG) - 1.85% |
| #18 | BHARTI AIRTEL LTD (n/a) - 0.46% | TEXAS INSTRUMENTS INC (TXN) - 1.85% |
| #19 | UNITED MICROELECTRONICS CORP (n/a) - 0.46% | CORNING INC (GLW) - 1.83% |
| #20 | AL RAJHI BANK (n/a) - 0.43% | ANALOG DEVICES INC (ADI) - 1.41% |
| #21 | MEITUAN CLASS B (n/a) - 0.42% | MARVELL TECHNOLOGY INC (MRVL) - 1.36% |
| #22 | VALE SA (n/a) - 0.42% | CHEVRON CORP (CVX) - 1.35% |
| #23 | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.42% | THE GOLDMAN SACHS GROUP INC (GS) - 1.26% |
| #24 | n/a (n/a) - 0.41% | CITIGROUP INC (C) - 1.18% |
| #25 | PDD HOLDINGS INC ADR (PDD) - 0.40% | MORGAN STANLEY (MS) - 0.99% |
| Total Holdings | 1167 | 129 |
EEM vs MTUM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EEM
-8.24%
MTUM
-8.90%
3M
EEM
+5.49%
Winner
MTUM
+15.92%
6M
EEM
+12.72%
Winner
MTUM
+23.37%
1Y
Winner
EEM
+34.85%
MTUM
+32.21%
5Y(CAGR)
EEM
+6.69%
Winner
MTUM
+13.89%
10Y(CAGR)
EEM
+8.59%
Winner
MTUM
+16.32%
Max(CAGR)
EEM
+9.94%
Winner
MTUM
+16.08%
EEM vs MTUM - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | EEM | MTUM |
|---|---|---|
| 2026 | +16.76% | +24.68% |
| 2025 | +34.17% | +21.53% |
| 2024 | +7.76% | +35.37% |
| 2023 | +8.08% | +10.93% |
| 2022 | -21.12% | -18.43% |
| 2021 | -4.23% | +14.23% |
| 2020 | +14.71% | +29.42% |
| 2019 | +17.90% | +28.11% |
| 2018 | -16.88% | -2.42% |
| 2017 | +35.65% | +37.10% |
| 2016 | +13.99% | +7.16% |
| 2015 | -15.06% | +9.10% |
| 2014 | -0.08% | +15.81% |
| 2013 | -5.57% | +19.20% |
| 2012 | +15.57% | N/A |
| 2011 | -19.59% | N/A |
| 2010 | +13.21% | N/A |
| 2009 | +61.25% | N/A |
| 2008 | -48.03% | N/A |
| 2007 | +32.18% | N/A |
| 2006 | +26.46% | N/A |
| 2005 | +34.01% | N/A |
| 2004 | +21.91% | N/A |
| 2003 | +63.14% | N/A |
EEM vs MTUM Drawdown Comparison
The maximum drawdown for EEM was -66.45%, occurring on Nov 20, 2008. Recovery took 2488 trading sessions.
The maximum drawdown for MTUM was -34.08%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current EEM drawdown is -8.24%. The current MTUM drawdown is -8.90%.
| Rank | EEM | MTUM |
|---|---|---|
| #1 | -66.45% Oct 31, 2007 - Sep 19, 2017 | -34.08% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -39.80% Feb 17, 2021 - Sep 11, 2025 | -32.28% Nov 3, 2021 - Mar 4, 2024 |
| #3 | -38.22% Jan 26, 2018 - Nov 24, 2020 | -22.12% Oct 1, 2018 - Jun 18, 2019 |
| #4 | -26.24% May 9, 2006 - Dec 4, 2006 | -20.99% Feb 18, 2025 - May 15, 2025 |
| #5 | -21.38% Apr 12, 2004 - Nov 4, 2004 | -15.75% Feb 12, 2021 - Aug 5, 2021 |
| #6 | -17.73% Jul 23, 2007 - Sep 21, 2007 | -12.96% Jul 10, 2024 - Sep 23, 2024 |
| #7 | -13.52% Feb 25, 2026 - Apr 17, 2026 | -12.95% Dec 29, 2015 - May 10, 2016 |
| #8 | -12.02% Oct 3, 2005 - Dec 1, 2005 | -12.49% Jun 22, 2026 - Jul 17, 2026 |
| #9 | -11.97% Mar 7, 2005 - Jul 12, 2005 | -11.54% Jan 29, 2026 - Apr 9, 2026 |
| #10 | -11.25% Feb 21, 2007 - Apr 3, 2007 | -10.79% Jul 20, 2015 - Nov 27, 2015 |
| #11 | -11.12% Jun 22, 2026 - Jul 17, 2026 | -10.31% Sep 2, 2020 - Nov 30, 2020 |
| #12 | -8.77% Jun 2, 2026 - Jun 18, 2026 | -10.23% Jan 26, 2018 - Jun 6, 2018 |
| #13 | -8.02% Jan 31, 2006 - Apr 3, 2006 | -8.90% Mar 5, 2014 - Jun 20, 2014 |
| #14 | -7.27% Mar 1, 2004 - Apr 2, 2004 | -8.58% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -5.94% Jan 3, 2007 - Jan 24, 2007 | -8.18% Mar 7, 2024 - May 15, 2024 |
Correlation
Correlation between EEM and MTUM is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2003 - 2026)
EEM vs MTUM dividend yield comparison.
| Year | EEM | MTUM |
|---|---|---|
| 2026 | 0.54% | 0.18% |
| 2025 | 2.22% | 0.91% |
| 2024 | 2.43% | 0.75% |
| 2023 | 2.63% | 1.35% |
| 2022 | 2.50% | 1.80% |
| 2021 | 1.99% | 0.55% |
| 2020 | 1.45% | 0.83% |
| 2019 | 2.76% | 1.48% |
| 2018 | 2.24% | 1.27% |
| 2017 | 1.88% | 1.02% |
| 2016 | 1.89% | 1.43% |
| 2015 | 2.49% | 1.12% |
| 2014 | 2.23% | 1.04% |
| 2013 | 2.05% | 1.02% |
| 2012 | 1.68% | 0.00% |
| 2011 | 2.13% | 0.00% |
| 2010 | 1.36% | 0.00% |
| 2009 | 1.40% | 0.00% |
| 2008 | 3.43% | 0.00% |
| 2007 | 1.30% | 0.00% |
| 2006 | 1.38% | 0.00% |
| 2005 | 1.12% | 0.00% |
| 2004 | 1.20% | 0.00% |
| 2003 | 0.50% | 0.00% |
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