IUMO.L
iShares Edge MSCI USA Momentum Factor UCITS ETF
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 565.1 M
ASSETS UNDER MGMT
20 bp
EXPENSES
Fund Basics
| Inception date | Oct 13, 2016 |
| Regulation | UCITS |
| ISIN | IE00BD1F4N50 |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| JPMORGAN CHASE & CO | 4.7 % |
| NVIDIA CORP | 4.7 % |
| BROADCOM INC. | 4.6 % |
| PALANTIR TECHNOLOGIES INC. CLASS A | 4.5 % |
| MICROSOFT CORP | 4.2 % |
| GE AEROSPACE | 3.4 % |
| ADVANCED MICRO DEVICES | 3.2 % |
| TESLA MOTORS INC | 3.1 % |
| NETFLIX INC | 3.0 % |
| MICRON TECHNOLOGY INC | 2.7 % |
Constituent Breakdown
| Number of holdings | 131 |
| Herfindahl-Hirschman Index | 223 |
| Wgt avg mkt cap (mns) | $793,638 |
| Large cap (>$10bn) | 97.6% |
| Mid cap ($2-10bn) | 0.5% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.3% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 96.5 % |
 |
IRELAND | 2.7 % |
Historical Performance
Standardized Performance (as of 02/28/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 0.3% | 14.6% | 16.4% | 21.2% | 9.2% | -- | -- | 14.6% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | -- | -- | 0.0% |
| Total Returns | 0.3% | 14.6% | 16.4% | 21.2% | 9.2% | -- | -- | 14.6% | Ann. Volatility | 21.2% | 20.6% | 19.5% | 17.9% | 19.5% | -- | -- | 20.3% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.28 | 7% |
| MSCI EAFE | 0.30 | 6% |
| MSCI Emg Mkts | 0.34 | 9% |
Liquidity Measures
| Avg. volume (000) | 137 |
| ADV traded (mns) | $2 |
| Turnover | 0.4% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $17.51 |
| Relative strength (RSI) | 50 |
| MACD/Signal | -0.01/-0.02 |
| Bollinger Bands (Upper/Lower) | $17.94/$16.96 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. IUMO.L |
Expenses vs. IUMO.L |
ALTAR Score™ vs. IUMO.L |
|---|---|---|---|---|
| IUMD.L | iShares Edge MSCI USA Momentum Factor UCITS ETF | 99.3% | 0 bp | 0.0% |
| XDEM.DE | Xtrackers MSCI World Momentum UCITS ETF 1C | 58.1% | +5 bp | +0.7% |
| IWMO.L | iShares Edge MSCI World Momentum Factor UCITS ETF | 57.9% | +5 bp | +0.8% |
| XNGI.DE | Xtrackers MSCI Next Generation Internet Innovation UCITS ETF | 38.8% | +10 bp | +1.3% |
| XNAS.L | Xtrackers NASDAQ 100 UCITS ETF 1C | 38.6% | 0 bp | +1.0% |
| CNDX.L | iShares NASDAQ 100 UCITS ETF | 38.4% | +10 bp | +1.0% |
| NQSE.DE | iShares NASDAQ 100 UCITS ETF | 38.4% | +13 bp | +0.9% |
| QTOP.AS | iShares Nasdaq 100 Top 30 UCITS ETF | 38.2% | +10 bp | +0.7% |
| CBUH.DE | iShares MSCI World Momentum Factor Advanced UCITS ETF | 38.2% | +5 bp | +0.7% |
| XWEM.DE | Xtrackers MSCI World Momentum ESG UCITS ETF 1C | 38.2% | +5 bp | +1.3% |
Risk and Returns: IUMO.L vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 4/5/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
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ETF Research Center Rating
3.4%
ALTAR SCORE™
13rd
PERCENTILE
AVOID
ETFRC RATING
There are 1,196 funds in the US Equity category with an average
ALTAR Score™ of 5.7% and a standard deviation
of 2.1%. IUMO.L's ALTAR Score™ is approximately -1.1 standard
deviations above the category average. This places IUMO.L in the 13rd percentile
among funds in the category.
Sell-Side Consensus
$20.98
PRICE TARGET
+24.4%
UPSIDE