IWMO.L
iShares Edge MSCI World Momentum Factor UCITS ETF
Global
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 3.8 B
ASSETS UNDER MGMT
25 bp
EXPENSES
Fund Basics
| Inception date | Oct 03, 2014 |
| Regulation | UCITS |
| ISIN | IE00BP3QZ825 |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| BROADCOM INC. | 4.5 % |
| NVIDIA CORP | 4.3 % |
| MICROSOFT CORP | 3.8 % |
| JPMORGAN CHASE & CO | 3.5 % |
| PALANTIR TECHNOLOGIES INC. CLASS A | 3.5 % |
| GE AEROSPACE | 1.9 % |
| ALPHABET INC. CLASS A | 1.8 % |
| MICRON TECHNOLOGY INC | 1.6 % |
| GE VERONA | 1.6 % |
| ALPHABET INC. CLASS C | 1.5 % |
Constituent Breakdown
| Number of holdings | 425 |
| Herfindahl-Hirschman Index | 130 |
| Wgt avg mkt cap (mns) | $677,612 |
| Large cap (>$10bn) | 97.0% |
| Mid cap ($2-10bn) | 1.6% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.1% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 56.4 % |
 |
JAPAN | 8.1 % |
 |
CANADA | 6.7 % |
 |
BRITAIN | 5.7 % |
 |
SPAIN | 3.8 % |
 |
GERMANY | 3.6 % |
 |
NETHERLANDS | 2.4 % |
 |
ITALY | 2.1 % |
 |
FRANCE | 2.0 % |
 |
IRELAND | 1.9 % |
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 | 3.6% | 21.7% | 19.7% | 23.1% | 11.3% | 14.6% | -- | 12.9% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | -- | 0.0% |
| Total Returns | 3.6% | 21.7% | 19.7% | 23.1% | 11.3% | 14.6% | -- | 12.9% | Ann. Volatility | 18.0% | 18.9% | 17.9% | 16.6% | 18.2% | 17.6% | -- | 17.4% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.26 | 7% |
| MSCI EAFE | 0.37 | 10% |
| MSCI Emg Mkts | 0.36 | 12% |
Liquidity Measures
| Avg. volume (000) | 21 |
| ADV traded (mns) | $2 |
| Turnover | 0.1% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $100.50 |
| Relative strength (RSI) | 53 |
| MACD/Signal | 0.46/0.43 |
| Bollinger Bands (Upper/Lower) | $103.25/$98.04 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. IWMO.L |
Expenses vs. IWMO.L |
ALTAR Score™ vs. IWMO.L |
|---|---|---|---|---|
| XDEM.DE | Xtrackers MSCI World Momentum UCITS ETF 1C | 95.3% | 0 bp | 0.0% |
| IUMO.L | iShares Edge MSCI USA Momentum Factor UCITS ETF | 57.9% | -5 bp | -0.8% |
| IUMD.L | iShares Edge MSCI USA Momentum Factor UCITS ETF | 57.9% | -5 bp | -0.8% |
| CBUH.DE | iShares MSCI World Momentum Factor Advanced UCITS ETF | 51.1% | 0 bp | -0.1% |
| XWEM.DE | Xtrackers MSCI World Momentum ESG UCITS ETF 1C | 46.5% | 0 bp | +0.5% |
| WLSC.PA | Amundi MSCI World Screened UCITS ETF Acc | 36.9% | -5 bp | +0.7% |
| IWDE.L | iShares MSCI World EUR Hedged UCITS ETF (Acc) | 35.9% | +30 bp | +0.8% |
| SWDA.L | iShares Core MSCI World UCITS ETF | 35.8% | -5 bp | +1.0% |
| IWDG.L | iShares Core MSCI World UCITS ETF | 35.8% | +5 bp | +1.1% |
| IWDD.L | iShares Core MSCI World UCITS ETF | 35.8% | -5 bp | +1.0% |
Risk and Returns: IWMO.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
4.2%
ALTAR SCORE™
44th
PERCENTILE
NEUTRAL
ETFRC RATING
There are 579 funds in the Global Equity category with an average
ALTAR Score™ of 4.6% and a standard deviation
of 2.7%. IWMO.L's ALTAR Score™ is approximately -0.2 standard
deviations above the category average. This places IWMO.L in the 44th percentile
among funds in the category.
Sell-Side Consensus
$118.23
PRICE TARGET
+23.7%
UPSIDE