IDEV vs MTUM
Comparison between ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF (IDEV, ETF) and ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM, ETF).
5-Year PerformanceMTUM has outperformed IDEV, delivering a return of +13.9% compared to +9.3%
IDEV vs MTUM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IDEV
$31B
MTUM
$29B
Expense Ratio
Winner
IDEV
0.04%
MTUM
0.15%
Max Drawdown
IDEV
38.39%
Winner
MTUM
34.08%
Sharpe Ratio
Winner
IDEV
1.17
MTUM
1.12
5Y Beta
Winner
IDEV
0.74
MTUM
1.24
P/E Ratio
IDEV
N/A
MTUM
38.60
Forward P/E
IDEV
N/A
MTUM
21.04
PEG Ratio
IDEV
N/A
MTUM
0.17
5Y Dividends CAGR
IDEV
14.37%
Winner
MTUM
15.86%
5Y EPS CAGR
IDEV
N/A
MTUM
22.52%
Debt to Equity
IDEV
N/A
MTUM
40.77%
P/S Ratio
IDEV
N/A
MTUM
4.82
P/B Ratio
IDEV
N/A
MTUM
6.85
IDEV vs MTUM - Holdings Comparison
IDEV and MTUM have 1 common holdings. Overlap is -0.44%
IDEV's top 25 holdings weight is 18.75%. MTUM's top 25 holdings weight is 68.94%.
| Rank | IDEV | MTUM |
|---|---|---|
| #1 | SAP SE (n/a) - 1.27% | MICRON TECHNOLOGY INC (MU) - 6.74% |
| #2 | ASML HOLDING NV (n/a) - 1.26% | ADVANCED MICRO DEVICES INC (AMD) - 5.31% |
| #3 | NESTLE SA (n/a) - 1.05% | INTEL CORP (INTC) - 5.23% |
| #4 | NOVARTIS AG REGISTERED SHARES (n/a) - 0.93% | BROADCOM INC (AVGO) - 4.10% |
| #5 | ROCHE HOLDING AG (n/a) - 0.91% | CATERPILLAR INC (CAT) - 4.07% |
| #6 | NOVO NORDISK AS CLASS B (n/a) - 0.89% | LAM RESEARCH CORP (LRCX) - 3.78% |
| #7 | ASTRAZENECA PLC (n/a) - 0.86% | APPLIED MATERIALS INC (AMAT) - 3.64% |
| #8 | SHELL PLC (n/a) - 0.86% | GE VERNOVA INC (GEV) - 3.22% |
| #9 | HSBC HOLDINGS PLC (n/a) - 0.86% | JOHNSON & JOHNSON (JNJ) - 3.20% |
| #10 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.79% | EXXON MOBIL CORP (XOM) - 3.02% |
| #11 | SIEMENS AG (n/a) - 0.79% | ALPHABET INC CLASS A (GOOGL) - 2.39% |
| #12 | ROYAL BANK OF CANADA (RY) - 0.75% | WALMART INC (WMT) - 2.37% |
| #13 | TOYOTA MOTOR CORP (n/a) - 0.66% | CISCO SYSTEMS INC (CSCO) - 2.35% |
| #14 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.63% | WESTERN DIGITAL CORP (WDC) - 2.24% |
| #15 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.63% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.16% |
| #16 | SONY GROUP CORP (n/a) - 0.62% | KLA CORP (KLAC) - 2.04% |
| #17 | ALLIANZ SE (n/a) - 0.62% | ALPHABET INC CLASS C (GOOG) - 1.85% |
| #18 | UNILEVER PLC (n/a) - 0.61% | TEXAS INSTRUMENTS INC (TXN) - 1.85% |
| #19 | n/a (SHOP) - 0.58% | CORNING INC (GLW) - 1.83% |
| #20 | SCHNEIDER ELECTRIC SE (n/a) - 0.58% | ANALOG DEVICES INC (ADI) - 1.41% |
| #21 | HITACHI LTD (n/a) - 0.52% | MARVELL TECHNOLOGY INC (MRVL) - 1.36% |
| #22 | THE TORONTO-DOMINION BANK (TD) - 0.52% | CHEVRON CORP (CVX) - 1.35% |
| #23 | TOTALENERGIES SE (n/a) - 0.52% | THE GOLDMAN SACHS GROUP INC (GS) - 1.26% |
| #24 | BANCO SANTANDER SA (n/a) - 0.52% | CITIGROUP INC (C) - 1.18% |
| #25 | BHP GROUP LTD (n/a) - 0.52% | MORGAN STANLEY (MS) - 0.99% |
| Total Holdings | 2212 | 129 |
IDEV vs MTUM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IDEV
-0.28%
MTUM
-8.90%
3M
IDEV
+3.54%
Winner
MTUM
+15.92%
6M
IDEV
+6.65%
Winner
MTUM
+23.37%
1Y
IDEV
+21.84%
Winner
MTUM
+32.21%
5Y(CAGR)
IDEV
+9.28%
Winner
MTUM
+13.89%
10Y(CAGR)
IDEV
+9.41%
Winner
MTUM
+16.32%
Max(CAGR)
IDEV
+9.41%
Winner
MTUM
+16.08%
IDEV vs MTUM - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | IDEV | MTUM |
|---|---|---|
| 2026 | +8.99% | +24.68% |
| 2025 | +32.87% | +21.53% |
| 2024 | +5.76% | +35.37% |
| 2023 | +16.67% | +10.93% |
| 2022 | -15.51% | -18.43% |
| 2021 | +12.50% | +14.23% |
| 2020 | +7.50% | +29.42% |
| 2019 | +23.41% | +28.11% |
| 2018 | -14.52% | -2.42% |
| 2017 | +17.30% | +37.10% |
| 2016 | N/A | +7.16% |
| 2015 | N/A | +9.10% |
| 2014 | N/A | +15.81% |
| 2013 | N/A | +19.20% |
IDEV vs MTUM Drawdown Comparison
The maximum drawdown for IDEV was -34.77%, occurring on Mar 23, 2020. Recovery took 207 trading sessions.
The maximum drawdown for MTUM was -34.08%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current IDEV drawdown is -1.13%. The current MTUM drawdown is -8.90%.
| Rank | IDEV | MTUM |
|---|---|---|
| #1 | -34.77% Jan 17, 2020 - Nov 11, 2020 | -34.08% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -29.11% Nov 8, 2021 - Mar 1, 2024 | -32.28% Nov 3, 2021 - Mar 4, 2024 |
| #3 | -22.46% Jan 26, 2018 - Jan 16, 2020 | -22.12% Oct 1, 2018 - Jun 18, 2019 |
| #4 | -13.41% Mar 19, 2025 - Apr 28, 2025 | -20.99% Feb 18, 2025 - May 15, 2025 |
| #5 | -11.20% Feb 26, 2026 - Jun 15, 2026 | -15.75% Feb 12, 2021 - Aug 5, 2021 |
| #6 | -9.38% Sep 26, 2024 - Mar 5, 2025 | -12.96% Jul 10, 2024 - Sep 23, 2024 |
| #7 | -7.28% Jul 12, 2024 - Aug 19, 2024 | -12.95% Dec 29, 2015 - May 10, 2016 |
| #8 | -5.58% Sep 3, 2021 - Nov 8, 2021 | -12.49% Jun 22, 2026 - Jul 17, 2026 |
| #9 | -5.42% Jun 15, 2021 - Aug 13, 2021 | -11.54% Jan 29, 2026 - Apr 9, 2026 |
| #10 | -5.18% Nov 12, 2025 - Dec 10, 2025 | -10.79% Jul 20, 2015 - Nov 27, 2015 |
| #11 | -4.73% Mar 27, 2024 - May 9, 2024 | -10.31% Sep 2, 2020 - Nov 30, 2020 |
| #12 | -4.35% Jan 8, 2021 - Feb 9, 2021 | -10.23% Jan 26, 2018 - Jun 6, 2018 |
| #13 | -4.19% Jul 23, 2025 - Aug 13, 2025 | -8.90% Mar 5, 2014 - Jun 20, 2014 |
| #14 | -3.73% Aug 30, 2024 - Sep 19, 2024 | -8.58% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -3.51% Feb 16, 2021 - Mar 16, 2021 | -8.18% Mar 7, 2024 - May 15, 2024 |
Correlation
Correlation between IDEV and MTUM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2013 - 2026)
IDEV vs MTUM dividend yield comparison.
| Year | IDEV | MTUM |
|---|---|---|
| 2026 | 1.50% | 0.18% |
| 2025 | 3.40% | 0.91% |
| 2024 | 3.30% | 0.75% |
| 2023 | 3.07% | 1.35% |
| 2022 | 2.69% | 1.80% |
| 2021 | 3.05% | 0.55% |
| 2020 | 2.00% | 0.83% |
| 2019 | 3.18% | 1.48% |
| 2018 | 3.16% | 1.27% |
| 2017 | 1.54% | 1.02% |
| 2016 | 0.00% | 1.43% |
| 2015 | 0.00% | 1.12% |
| 2014 | 0.00% | 1.04% |
| 2013 | 0.00% | 1.02% |
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