MTUM vs EEM
Comparison between ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM, ETF) and ISHARES MSCI EMERGING MARKETS ETF (EEM, ETF).
5-Year PerformanceMTUM has outperformed EEM, delivering a return of +12.7% compared to +7.3%
MTUM vs EEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MTUM
$29B
Winner
EEM
$30B
Expense Ratio
Winner
MTUM
0.15%
EEM
0.72%
Max Drawdown
Winner
MTUM
34.08%
EEM
67.23%
Sharpe Ratio
MTUM
0.93
Winner
EEM
1.23
5Y Beta
MTUM
1.23
Winner
EEM
0.88
P/E Ratio
MTUM
34.57
EEM
N/A
Forward P/E
MTUM
19.89
EEM
N/A
PEG Ratio
MTUM
0.15
EEM
N/A
5Y Dividends CAGR
Winner
MTUM
15.86%
EEM
9.60%
5Y EPS CAGR
MTUM
23.89%
EEM
N/A
Debt to Equity
MTUM
35.52%
EEM
N/A
P/S Ratio
MTUM
4.34
EEM
N/A
P/B Ratio
MTUM
6.37
EEM
N/A
MTUM vs EEM - Holdings Comparison
MTUM and EEM have 1 common holdings. Overlap is -0.40%
MTUM's top 25 holdings weight is 67.69%. EEM's top 25 holdings weight is 45.63%.
| Rank | MTUM | EEM |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 6.60% | n/a (n/a) - 15.74% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 5.57% | SAMSUNG ELECTRONICS CO LTD (n/a) - 6.67% |
| #3 | INTEL CORP (INTC) - 4.52% | SK HYNIX INC (n/a) - 5.71% |
| #4 | BROADCOM INC (AVGO) - 4.46% | TENCENT HOLDINGS LTD (n/a) - 3.03% |
| #5 | CATERPILLAR INC (CAT) - 3.80% | n/a (n/a) - 1.99% |
| #6 | EXXONMOBIL HOLDINGS CORP (XOM) - 3.50% | MEDIATEK INC (n/a) - 1.45% |
| #7 | APPLIED MATERIALS INC (AMAT) - 3.29% | DELTA ELECTRONICS INC (n/a) - 0.96% |
| #8 | JOHNSON & JOHNSON (JNJ) - 3.29% | HDFC BANK LTD (n/a) - 0.81% |
| #9 | LAM RESEARCH CORP (LRCX) - 3.24% | n/a (n/a) - 0.80% |
| #10 | GE VERNOVA INC (GEV) - 3.19% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.76% |
| #11 | WALMART INC (WMT) - 2.50% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.75% |
| #12 | ALPHABET INC CLASS A (GOOGL) - 2.40% | RELIANCE INDUSTRIES LTD (n/a) - 0.70% |
| #13 | CISCO SYSTEMS INC (CSCO) - 2.35% | ICICI BANK LTD (n/a) - 0.66% |
| #14 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.20% | SK SQUARE (n/a) - 0.60% |
| #15 | WESTERN DIGITAL CORP (WDC) - 2.14% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.58% |
| #16 | TEXAS INSTRUMENTS INC (TXN) - 1.88% | n/a (n/a) - 0.52% |
| #17 | ALPHABET INC CLASS C (GOOG) - 1.86% | XIAOMI CORP CLASS B (n/a) - 0.48% |
| #18 | KLA CORP (KLAC) - 1.73% | BHARTI AIRTEL LTD (n/a) - 0.46% |
| #19 | CHEVRON CORP (CVX) - 1.62% | UNITED MICROELECTRONICS CORP (n/a) - 0.46% |
| #20 | ANALOG DEVICES INC (ADI) - 1.44% | AL RAJHI BANK (n/a) - 0.43% |
| #21 | CORNING INC (GLW) - 1.41% | MEITUAN CLASS B (n/a) - 0.42% |
| #22 | THE GOLDMAN SACHS GROUP INC (GS) - 1.40% | VALE SA (n/a) - 0.42% |
| #23 | CITIGROUP INC (C) - 1.16% | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 0.42% |
| #24 | MARVELL TECHNOLOGY INC (MRVL) - 1.08% | n/a (n/a) - 0.41% |
| #25 | MORGAN STANLEY (MS) - 1.06% | PDD HOLDINGS INC ADR (PDD) - 0.40% |
| Total Holdings | 129 | 1167 |
MTUM vs EEM - Historical Returns
Returns include dividend reinvestment.
1M
MTUM
-1.00%
Winner
EEM
-0.12%
3M
Winner
MTUM
+5.36%
EEM
-0.93%
6M
Winner
MTUM
+22.26%
EEM
+9.82%
1Y
MTUM
+27.73%
Winner
EEM
+35.25%
5Y(CAGR)
Winner
MTUM
+12.75%
EEM
+7.29%
10Y(CAGR)
Winner
MTUM
+16.11%
EEM
+8.29%
Max(CAGR)
Winner
MTUM
+15.87%
EEM
+9.94%
MTUM vs EEM - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | MTUM | EEM |
|---|---|---|
| 2026 | +22.63% | +17.30% |
| 2025 | +21.53% | +34.17% |
| 2024 | +35.37% | +7.76% |
| 2023 | +10.93% | +8.08% |
| 2022 | -18.43% | -21.12% |
| 2021 | +14.23% | -4.23% |
| 2020 | +29.42% | +14.71% |
| 2019 | +28.11% | +17.90% |
| 2018 | -2.42% | -16.88% |
| 2017 | +37.10% | +35.65% |
| 2016 | +7.16% | +13.99% |
| 2015 | +9.10% | -15.06% |
| 2014 | +15.81% | -0.08% |
| 2013 | +19.20% | -5.57% |
| 2012 | N/A | +15.57% |
| 2011 | N/A | -19.59% |
| 2010 | N/A | +13.21% |
| 2009 | N/A | +61.25% |
| 2008 | N/A | -48.03% |
| 2007 | N/A | +32.18% |
| 2006 | N/A | +26.46% |
| 2005 | N/A | +34.01% |
| 2004 | N/A | +21.91% |
| 2003 | N/A | +63.14% |
MTUM vs EEM Drawdown Comparison
The maximum drawdown for MTUM was -34.08%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The maximum drawdown for EEM was -66.45%, occurring on Nov 20, 2008. Recovery took 2488 trading sessions.
The current MTUM drawdown is -10.40%. The current EEM drawdown is -7.82%.
| Rank | MTUM | EEM |
|---|---|---|
| #1 | -34.08% Feb 19, 2020 - Jul 6, 2020 | -66.45% Oct 31, 2007 - Sep 19, 2017 |
| #2 | -32.28% Nov 3, 2021 - Mar 4, 2024 | -39.80% Feb 17, 2021 - Sep 11, 2025 |
| #3 | -22.12% Oct 1, 2018 - Jun 18, 2019 | -38.22% Jan 26, 2018 - Nov 24, 2020 |
| #4 | -20.99% Feb 18, 2025 - May 15, 2025 | -26.24% May 9, 2006 - Dec 4, 2006 |
| #5 | -17.99% Jun 22, 2026 - Jul 29, 2026 | -21.38% Apr 12, 2004 - Nov 4, 2004 |
| #6 | -15.75% Feb 12, 2021 - Aug 5, 2021 | -17.73% Jul 23, 2007 - Sep 21, 2007 |
| #7 | -12.96% Jul 10, 2024 - Sep 23, 2024 | -14.24% Jun 22, 2026 - Jul 29, 2026 |
| #8 | -12.95% Dec 29, 2015 - May 10, 2016 | -13.52% Feb 25, 2026 - Apr 17, 2026 |
| #9 | -11.54% Jan 29, 2026 - Apr 9, 2026 | -12.02% Oct 3, 2005 - Dec 1, 2005 |
| #10 | -10.79% Jul 20, 2015 - Nov 27, 2015 | -11.97% Mar 7, 2005 - Jul 12, 2005 |
| #11 | -10.31% Sep 2, 2020 - Nov 30, 2020 | -11.25% Feb 21, 2007 - Apr 3, 2007 |
| #12 | -10.23% Jan 26, 2018 - Jun 6, 2018 | -8.77% Jun 2, 2026 - Jun 18, 2026 |
| #13 | -8.90% Mar 5, 2014 - Jun 20, 2014 | -8.02% Jan 31, 2006 - Apr 3, 2006 |
| #14 | -8.58% Sep 18, 2014 - Oct 31, 2014 | -7.27% Mar 1, 2004 - Apr 2, 2004 |
| #15 | -8.18% Mar 7, 2024 - May 15, 2024 | -5.94% Jan 3, 2007 - Jan 24, 2007 |
Correlation
Correlation between MTUM and EEM is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2003 - 2026)
MTUM vs EEM dividend yield comparison.
| Year | MTUM | EEM |
|---|---|---|
| 2026 | 0.19% | 0.53% |
| 2025 | 0.91% | 2.22% |
| 2024 | 0.75% | 2.43% |
| 2023 | 1.35% | 2.63% |
| 2022 | 1.80% | 2.50% |
| 2021 | 0.55% | 1.99% |
| 2020 | 0.83% | 1.45% |
| 2019 | 1.48% | 2.76% |
| 2018 | 1.27% | 2.24% |
| 2017 | 1.02% | 1.88% |
| 2016 | 1.43% | 1.89% |
| 2015 | 1.12% | 2.49% |
| 2014 | 1.04% | 2.23% |
| 2013 | 1.02% | 2.05% |
| 2012 | 0.00% | 1.68% |
| 2011 | 0.00% | 2.13% |
| 2010 | 0.00% | 1.36% |
| 2009 | 0.00% | 1.40% |
| 2008 | 0.00% | 3.43% |
| 2007 | 0.00% | 1.30% |
| 2006 | 0.00% | 1.38% |
| 2005 | 0.00% | 1.12% |
| 2004 | 0.00% | 1.20% |
| 2003 | 0.00% | 0.50% |
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