The best Momentum ETFs

How to invest in momentum ETFs

0.25% p.a.
annual total expense ratio (TER) of momentum ETFs
on the momentum factor, which are tracked by ETFs
on the momentum factor
 
The best indices for momentum ETFs

How do I invest in the momentum factor?

Statistical observations show that many stocks that outperformed the market during the last three to six months continue to do so, especially in bull markets. In bear markets, the opposite holds true. This research-based observation is referred to as the momentum factor.

This factor strategy can also be implemented by means of an index. In this investment guide, you will find all available worldwide momentum ETFs. Currently, there are 3 ETFs available.
 

MSCI World Momentum performance

1 month: -0.83%
1 year: 33.50%
3 years: 28.69%
5 years: 81.82%
 

Momentum ETFs in comparison

The most important factors at a glance

When choosing a momentum ETF one should consider several other factors in addition to the methodology of the underlying index and performance of an ETF. For better comparison, you will find a list of all momentum ETFs with details on size, cost, age, income, domicile and replication method ranked by fund size.

Compare all momentum ETFs in detail
Compare all momentum ETFs in a chart

Provider
ISIN
  Fund size
in m GBP
TER
in %
Use of profits Fund domicile Replication method
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)IE00BP3QZ825 2,128 0.25% p.a. Accumulating Ireland Optimized sampling
Xtrackers MSCI World Momentum Factor UCITS ETF 1CIE00BL25JP72 1,067 0.25% p.a. Accumulating Ireland Optimized sampling
Xtrackers MSCI World Momentum ESG UCITS ETFIE000TL3PL69 43 0.25% p.a. Accumulating Ireland Full replication

Source: justETF.com; As of 26/12/2024

 

Return comparison of all momentum ETFs

The table shows the returns of all momentum ETFs in comparison. All return figures are including dividends as of month end. Besides the return the reference date on which you conduct the comparison is important. In order to find the best ETFs, you can also perform a chart comparison.

ETF   1 month
in %
3 months
in %
6 months
in %
1 year
in %
3 years
in %
Xtrackers MSCI World Momentum Factor UCITS ETF 1C 4.89% 8.63% 9.88% 38.93% 30.55%
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) 4.89% 8.63% 9.81% 38.79% 30.20%
Xtrackers MSCI World Momentum ESG UCITS ETF 6.10% 10.57% 12.88% 36.60% -
ETF   2024
in %
2023
in %
2022
in %
2021
in %
2020
in %
Xtrackers MSCI World Momentum Factor UCITS ETF 1C 33.68% 5.60% -7.90% 15.90% 23.79%
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) 33.53% 5.53% -7.96% 15.75% 23.70%
Xtrackers MSCI World Momentum ESG UCITS ETF 32.56% - - - -

Source: justETF.com; As of 30/11/2024; Calculations in GBP including dividends