The best Momentum ETFs
How to invest in 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
Momentum ETFs in comparison
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