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iSharesUCITS · IrelandEquityAccumulating

iShares Edge MSCI USA Momentum Factor UCITS ETF (IUMO)

Price (USD)
$22.13
—30 Sept 2026
Share class assets
$643.7M
This share class
Expense ratio
0.20%
Per year
Distribution
Accumulating
USD share class
3Y CAGR
30.6%
Annualised, in USD
5Y CAGR
12.8%
Annualised, in USD
Loading NAV history…
iShares Edge MSCI USA Momentum Factor UCITS ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
—
Maximum drawdown
—
Sharpe ratio
—
Sortino ratio
—
Beta
—
Alpha
—
R²
—
Information ratio
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Upside capture
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Downside capture
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Tracking error
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Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+6.6%-5.5%+30.8%+26.1%+26.9%+30.6%+12.8%—+16.5%
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Difference—————————

ETF details

Issuer
iShares
Type
Equity
Ticker
IUMO
Other tickers
IUMF, QDVA
ISIN
IE00BD1F4N50
WKN
A2AP36
Domicile
Ireland
Share class currency
USD
Currency hedging
Unhedged
Distribution
Accumulating
Price history since
2 Nov 2016 (9.9 years)
Expense ratio
0.20%
Share class assets
$643.7M

Prices and returns in US dollars as of 30 Sept 2026, from the fund's Xetra listing (QDVA) at each day's exchange rate; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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