IUMO.L
iShares Edge MSCI USA Momentum Factor UCITS ETF
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 623.1 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
| MICRON TECHNOLOGY INC | 6.4 % |
| BROADCOM INC. | 5.6 % |
| NVIDIA CORP | 4.6 % |
| ADVANCED MICRO DEVICES | 4.0 % |
| INTEL CORP | 3.5 % |
| TESLA MOTORS INC | 3.4 % |
| GE VERONA | 3.3 % |
| LAM RESEARCH CORP | 3.1 % |
| ALPHABET INC. CLASS A | 3.0 % |
| CATERPILLAR INC | 2.9 % |
Constituent Breakdown
| Number of holdings | 133 |
| Herfindahl-Hirschman Index | 244 |
| 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. | 99.4% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 96.0 % |
 |
IRELAND | 3.1 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 26.7% | 38.1% | 28.8% | 32.3% | 13.7% | -- | -- | 17.0% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | -- | -- | 0.0% |
| Total Returns | 26.7% | 38.1% | 28.8% | 32.3% | 13.7% | -- | -- | 17.0% | Ann. Volatility | 25.1% | 19.1% | 20.7% | 19.2% | 19.5% | -- | -- | 20.5% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.93 | 33% |
| MSCI EAFE | 0.61 | 23% |
| MSCI Emg Mkts | 0.55 | 33% |
Liquidity Measures
| Avg. volume (000) | 363 |
| ADV traded (mns) | $8 |
| Turnover | 1.3% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $20.35 |
| Relative strength (RSI) | 67 |
| MACD/Signal | 0.78/0.75 |
| Bollinger Bands (Upper/Lower) | $22.37/$19.47 |
| 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 | 99.4% | 0 bp | 0.0% |
| IWMO.L | iShares Edge MSCI World Momentum Factor UCITS ETF | 57.2% | +5 bp | +0.8% |
| XDEM.DE | Xtrackers MSCI World Momentum UCITS ETF 1C | 53.8% | +5 bp | +0.8% |
| CBUH.DE | iShares MSCI World Momentum Factor Advanced UCITS ETF | 43.2% | +5 bp | +0.9% |
| QTOP.AS | iShares Nasdaq 100 Top 30 UCITS ETF | 39.6% | +10 bp | +0.7% |
| XWEM.DE | Xtrackers MSCI World Momentum ESG UCITS ETF 1C | 38.8% | +5 bp | +1.4% |
| SADH.DE | Amundi MSCI USA ESG Selection UCITS ETF Acc EUR Hedged | 38.6% | -3 bp | +2.3% |
| CNDX.L | iShares NASDAQ 100 UCITS ETF | 38.0% | +10 bp | +1.0% |
| NQSE.DE | iShares NASDAQ 100 UCITS ETF | 38.0% | +13 bp | +0.9% |
| SP3C.DE | iShares S&P 500 3% Capped UCITS ETF | 38.0% | 0 bp | +2.1% |
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 6/3/2026
Peer Group Comparison
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ETF Research Center Rating
2.5%
ALTAR SCORE™
10st
PERCENTILE
AVOID
ETFRC RATING
There are 1,399 funds in the US Equity category with an average
ALTAR Score™ of 5.3% and a standard deviation
of 2.1%. IUMO.L's ALTAR Score™ is approximately -1.3 standard
deviations above the category average. This places IUMO.L in the 10st percentile
among funds in the category.
Sell-Side Consensus
$21.42
PRICE TARGET
-5.2%
UPSIDE