JMOM vs MTUM: holdings overlap, shared companies and scores
As of September 11, 2026, JMOM and MTUM overlap 38.7% by weight. JPMorgan U.S. Momentum Factor ETF (JMOM): U.S. large- and mid-cap momentum stocks. iShares MSCI USA Momentum Factor ETF (MTUM): U.S. momentum stocks.
Updated September 11, 2026
How much do JMOM and MTUM overlap?
As of September 11, 2026, JMOM and MTUM overlap 38.7% by weight.
42% of JMOM is already inside MTUM.
77% of MTUM is already inside JMOM.
JMOM holds 285 companies and MTUM holds 128; 81 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score JMOM and MTUM?
As of September 11, 2026, ETF Copilot scores JMOM 6.8 out of 10 and MTUM 6.2 out of 10.
They differ most on Valuation: JMOM 5.0 and MTUM 1.9.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | JMOM | MTUM |
|---|---|---|
| Growth | 6.7 | 7.9 |
| Valuation | 5.0 | 1.9 |
| Risk | 6.3 | 3.9 |
| Quality | 7.0 | 7.1 |
| Return | 8.3 | 8.3 |
JMOM is the cheaper of the two at 0.12% a year
As of September 11, 2026, JMOM charges 0.12% a year, yields 1.23% and holds $2.7B in assets across 285 positions.
As of September 11, 2026, MTUM charges 0.15% a year, yields 1.23% and holds $24.5B in assets across 128 positions.
| Measure | JMOM | MTUM |
|---|---|---|
| Expense ratio | 0.12% | 0.15% |
| Dividend yield | 1.23% | 1.23% |
| Assets under management | $2.7B | $24.5B |
| Holdings | 285 | 128 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Where JMOM and MTUM trade against their own history
JMOM trades at 25.5 times earnings, against its own median of 22.7, and is more expensive than 68% of its own 107 monthly readings since 2017.
MTUM trades at 29.6 times earnings, against its own median of 24.9, and is more expensive than 83% of its own 114 monthly readings since 2017.
What moved MTUM this week
MTUM rose 2.5% in the week to September 11, 2026. The holdings that moved it most were Advanced Micro Devices (+13.1%), Intel (+12.3%) and Marvell Technology (+13.1%); Johnson & Johnson (−4.6%) pushed the other way.
What do JMOM and MTUM each hold?
What's inside JMOM: Tech 42%, Semiconductors 17%.
19% of JMOM is its ten largest holdings.
What's inside MTUM: Tech 56%, Semiconductors 26%.
35% of MTUM is its ten largest holdings.
Compare with similar funds
Cite this
ETF Copilot, “JMOM vs MTUM holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/jmom-vs-mtum
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