Momentum Factor Stock ETFs
MyPlanIQ has tracked and studied momentum based investing since we started ten years ago. We regularly reviewed this investment methodology at various levels. See, for example, April 30, 2018: Momentum Investing Review that looked at momentum investing at stocks, industrial, sector and asset levels.
In this newsletter, we look at momentum stock level ETFs, in particular, iShares MSCI USA Momentum Factor MTUM that has had an outstanding performance so far.
Momentum factor stock ETFs performance
Major momentum based managers include MSCI Momentum index, S&P Momentum index, DWA and AQR (that mainly provides mutual funds). The following table shows momentum ETFs with the most AUM (Asset Under Management) (courtesy of etf.com):
Please login or register an account to view the newsletter