ETF Overlap Checker
HomeETFsMethodologyBlogCompany

ETF Overlap Checker

Compare ETF holdings and spot redundancy in your portfolio.

ETF directoryMethodologyBlog

Also from CG Corp

Portwise — Portfolio risk researchEarningBird — AI earnings analysisWorldPulse — Global intelligenceTravelGuides — City guide journal

Connect

cgcorp.ioX (@carraway_gatsby)YouTube

Data is for informational purposes only. Not financial advice.

Privacy PolicyTerms of Service© 2026 Carraway & Gatsby Corporation

MTUM ETF Profile

MTUM is an equity ETF from IShares. Its largest disclosed positions include MU, AVGO, and NVDA, and the top three holdings account for 15.6% of portfolio weight shown here. On ETF Overlap Checker, it currently connects to 64 comparison pages.

Issuer

IShares

Asset Class

Equity

Holdings

127

Compare Pages

64

About MTUM

This exchange-traded fund is designed to follow an index consisting of U.S. companies of substantial and medium market value that have demonstrated superior price momentum.

  • MTUM has a fairly diversified holdings footprint, with 127 positions in the latest imported dataset.
  • The largest disclosed position is MU at 5.56% of the portfolio.
  • The top three disclosed holdings make up 15.6% of the portfolio, and the top ten add up to 40.42%.
  • Sector labels are limited in the visible top holdings, so the biggest positions matter more than sector buckets here.
  • MTUM currently appears in 64 active ETF comparison pages on this site.

Data And Coverage

Expense ratio
0.15%
AUM
$26B
Inception date
Apr 16, 2013
Holdings updated
Aug 13, 2026
Data source
Financial Modeling Prep

Review the methodology for the overlap formula and visit the ETF directory for the full set of indexed fund hubs.

Compare MTUM with another ETF

vs

Advertisement

What Stands Out About MTUM

01

Portfolio Shape

The disclosed top holdings suggest a middle-ground portfolio shape. MU, AVGO, and NVDA are the main visible positions, with the top three accounting for 15.6% and the top ten for 40.42% of portfolio weight shown here. Sector labels are limited in the visible top holdings, so the concentration read is driven mainly by the largest names themselves.

02

What Kind Of Overlap To Expect

MTUM should show the most meaningful overlap with adjacent style, factor, or dividend funds that own similar large positions. Comparisons against broader market or international ETFs will usually look more differentiated. That makes overlap checks useful before stacking multiple factor tilts that may still share the same core names.

03

When Investors Compare It

On this site, investors often compare MTUM with VOO, VTI, and QQQ. Those matchups usually answer a simple question: does adding this fund create a different sleeve, or does it mostly duplicate exposure you already own? MTUM currently connects to 64 live comparison pages.

Holdings Concentration Snapshot

Concentration

Largest disclosed holding
5.56%
Top 3 holdings
15.6%
Top 10 holdings
40.42%
Total holdings
127

These numbers help show whether MTUM behaves more like a broad portfolio building block or a fund where the biggest positions dominate the ride.

Visible Sector Mix

Sector labels are limited in the visible top holdings for MTUM, so the strongest signal here is still the size of the largest positions themselves.

Top Holdings

These holdings help explain how MTUM overlaps with other funds. The top ten disclosed positions represent 40.42% of the portfolio shown here.

Methodology
HoldingNameSectorWeight
MUMICRON TECHNOLOGY, INC.N/A5.56%
AVGOBROADCOM INC.N/A5.40%
NVDANVIDIA CORPORATIONN/A4.64%
AMDADVANCED MICRO DEVICES, INC.N/A4.03%
INTCINTEL CORPORATIONN/A3.83%
JNJJOHNSON & JOHNSONN/A3.76%
LRCXLAM RESEARCH CORPORATIONN/A3.61%
30231G102EXXON MOBIL CORPORATIONN/A3.43%
CATCATERPILLAR INC.N/A3.21%
GOOGLALPHABET INC.N/A2.94%

Related Overlap Comparisons

Use these pages to see whether adding MTUM changes your exposure or mostly duplicates positions you already own.

MTUM vs VOO->MTUM vs VTI->MTUM vs QQQ->MTUM vs VGT->MTUM vs SCHD->MTUM vs VYM->MTUM vs VXUS->MTUM vs SPY->AGG vs MTUM->BND vs MTUM->DGRO vs MTUM->DIA vs MTUM->

Frequently Asked Questions About MTUM

What kind of ETF is MTUM?+
MTUM is an equity ETF.
What are the biggest holdings in MTUM?+
MTUM's largest disclosed positions currently include MU, AVGO, and NVDA. The single biggest visible holding is MU at 5.56% of the portfolio.
Is MTUM concentrated?+
Based on the visible top holdings, MTUM's top three positions account for 15.6% of the portfolio and the top ten account for 40.42%. That gives a practical read on whether the fund looks broad or more top-heavy.
What kind of overlap should you expect from MTUM?+
MTUM should show the most meaningful overlap with adjacent style, factor, or dividend funds that own similar large positions. Comparisons against broader market or international ETFs will usually look more differentiated. That makes overlap checks useful before stacking multiple factor tilts that may still share the same core names.
How can you compare MTUM with other ETFs?+
Use the comparison pages linked from this profile to see overlap score, shared holdings, and diversification differences. Popular comparisons for MTUM on this site include VOO, VTI, and QQQ, and the fund currently appears in 64 active comparison pages.