IWMO.L
iShares Edge MSCI World Momentum Factor UCITS ETF
Global
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 5.0 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. | 5.3 % |
| NVIDIA CORP | 4.8 % |
| MICRON TECHNOLOGY INC | 4.5 % |
| ALPHABET INC. CLASS A | 2.9 % |
| ALPHABET INC. CLASS C | 2.4 % |
| ASML HOLDING NV | 2.2 % |
| INTEL CORP | 2.0 % |
| LAM RESEARCH CORP | 2.0 % |
| GE VERONA | 1.9 % |
| ADVANCED MICRO DEVICES | 1.9 % |
Constituent Breakdown
| Number of holdings | 384 |
| Herfindahl-Hirschman Index | 144 |
| 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. | 98.1% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 55.3 % |
 |
JAPAN | 9.5 % |
 |
CANADA | 6.3 % |
 |
BRITAIN | 5.1 % |
 |
SPAIN | 3.7 % |
 |
GERMANY | 2.9 % |
 |
NETHERLANDS | 2.8 % |
 |
IRELAND | 2.3 % |
 |
ITALY | 1.8 % |
 |
SWITZERLAND | 1.6 % |
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 | 19.3% | 32.9% | 25.2% | 29.8% | 13.3% | 15.5% | -- | 14.0% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | -- | 0.0% |
| Total Returns | 19.3% | 32.9% | 25.2% | 29.8% | 13.3% | 15.5% | -- | 14.0% | Ann. Volatility | 24.2% | 18.2% | 19.4% | 17.9% | 18.5% | 18.0% | -- | 17.7% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.93 | 36% |
| MSCI EAFE | 0.74 | 37% |
| MSCI Emg Mkts | 0.58 | 40% |
Liquidity Measures
| Avg. volume (000) | 22 |
| ADV traded (mns) | $3 |
| Turnover | 0.1% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $110.83 |
| Relative strength (RSI) | 63 |
| MACD/Signal | 2.92/2.93 |
| Bollinger Bands (Upper/Lower) | $118.48/$107.96 |
| Short interest (% of AUM) | 0.0% |
Distributions
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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 | 89.1% | 0 bp | 0.0% |
| IUMO.L | iShares Edge MSCI USA Momentum Factor UCITS ETF | 57.2% | -5 bp | -0.8% |
| IUMD.L | iShares Edge MSCI USA Momentum Factor UCITS ETF | 57.2% | -5 bp | -0.9% |
| 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 | 47.2% | 0 bp | +0.6% |
| FACT.AS | iShares World Equity Factor Rotation Active UCITS ETF | 39.6% | +5 bp | +1.1% |
| SAWD.L | iShares MSCI World Screened UCITS ETF | 37.0% | -5 bp | +1.3% |
| SDWD.L | iShares MSCI World Screened UCITS ETF | 37.0% | -5 bp | +1.3% |
| SWDA.L | iShares Core MSCI World UCITS ETF | 36.2% | -5 bp | +1.3% |
| IWDG.L | iShares Core MSCI World UCITS ETF | 36.2% | +5 bp | +1.3% |
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 6/3/2026
Peer Group Comparison
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ETF Research Center Rating
3.4%
ALTAR SCORE™
37th
PERCENTILE
UNDERWEIGHT
ETFRC RATING
There are 727 funds in the Global Equity category with an average
ALTAR Score™ of 4.3% and a standard deviation
of 2.6%. IWMO.L's ALTAR Score™ is approximately -0.3 standard
deviations above the category average. This places IWMO.L in the 37th percentile
among funds in the category.
Sell-Side Consensus
$117.28
PRICE TARGET
-1.2%
UPSIDE