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MTUM vs SPY
MTUM vs SPY Comparison
Open Charts MTUM vs SPY
iShares MSCI USA Momentum Factor ETF
Price$244.30
Change-$0.64 (-0.26%)
Volume$1.09M
Net Assets18.19B
SPDR® S&P 500® ETF
Price$647.24
Change-$1.88 (-0.29%)
Volume$85.18M
Net Assets655.16B
MTUM vs SPY Comparison Chart in %
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MTUM vs. SPY commentary
Sep 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MTUM is a Hold and SPY is a Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
SPY has more net assets: 655B vs. MTUM (18.2B). MTUM has a higher annual dividend yield than SPY: MTUM (18.613) vs SPY (11.095). MTUM was incepted earlier than SPY: MTUM (12 years) vs SPY (33 years). SPY (0.09) has a lower expense ratio than MTUM (0.15). MTUM has a higher turnover SPY (3.00) vs SPY (3.00).
| MTUM | SPY | MTUM / SPY | |
| Gain YTD | 18.613 | 11.095 | 168% |
| Net Assets | 18.2B | 655B | 3% |
| Total Expense Ratio | 0.15 | 0.09 | 159% |
| Turnover | 95.00 | 3.00 | 3,167% |
| Yield | 0.90 | 1.11 | 81% |
| Fund Existence | 12 years | 33 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| MTUM | SPY | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 79% | 6 days ago 79% |
| Stochastic ODDS (%) | 3 days ago 78% | 3 days ago 64% |
| Momentum ODDS (%) | 3 days ago 82% | 3 days ago 88% |
| MACD ODDS (%) | 3 days ago 74% | 3 days ago 77% |
| TrendWeek ODDS (%) | 3 days ago 81% | 3 days ago 74% |
| TrendMonth ODDS (%) | 3 days ago 84% | 3 days ago 87% |
| Advances ODDS (%) | 4 days ago 84% | 4 days ago 87% |
| Declines ODDS (%) | 6 days ago 80% | 6 days ago 74% |
| BollingerBands ODDS (%) | 3 days ago 83% | N/A |
| Aroon ODDS (%) | 3 days ago 81% | 3 days ago 84% |
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Interesting Tickers
MTUM and
Correlation & Price change
A.I.dvisor indicates that over the last year, MTUM has been closely correlated with ARES. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if MTUM jumps, then ARES could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To MTUM | 1D Price Change % | ||
|---|---|---|---|---|
| MTUM | 100% | -0.26% | ||
| ARES - MTUM | 82% Closely correlated | -1.52% | ||
| KKR - MTUM | 81% Closely correlated | -1.33% | ||
| GS - MTUM | 81% Closely correlated | -1.43% | ||
| PH - MTUM | 81% Closely correlated | +0.21% | ||
| MS - MTUM | 80% Closely correlated | -1.62% | ||
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SPY and
Correlation & Price change
A.I.dvisor indicates that over the last year, SPY has been loosely correlated with MSFT. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if SPY jumps, then MSFT could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To SPY | 1D Price Change % | ||
|---|---|---|---|---|
| SPY | 100% | -0.29% | ||
| MSFT - SPY | 63% Loosely correlated | -2.55% | ||
| AAPL - SPY | 62% Loosely correlated | -0.04% | ||
| AVGO - SPY | 62% Loosely correlated | +9.41% | ||
| AMZN - SPY | 60% Loosely correlated | -1.42% | ||
| META - SPY | 59% Loosely correlated | +0.51% | ||
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