MTUM - iShares Edge MSCI USA Momentum Factor ETF

BATS - BATS Delayed Price. Currency in USD
112.54
+0.89 (+0.80%)
At close: 4:00PM EDT
Stock chart is not supported by your current browser
Previous Close111.65
Open111.73
Bid0.00 x 1000
Ask0.00 x 2900
Day's Range111.54 - 112.65
52 Week Range92.80 - 120.05
Volume582,390
Avg. Volume1,009,670
Net Assets8.56B
NAV111.64
PE Ratio (TTM)N/A
Yield1.31%
YTD Return12.05%
Beta (3Y Monthly)0.99
Expense Ratio (net)0.15%
Inception Date2013-04-16
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The Vanguard Utilities ETF (NYSEARCA:VPU) passively tracks an index that consists of 75 quality U.S. utilities stocks like NextEra Energy Inc (NYSE:NEE), Duke Energy Corp (NYSE:DUK) and Southern Co (NYSE:SO). * 5 Dividend Stocks to Help You Through the Market's Mayhem The defensive nature of utilities will show its value once the stock market sees another major correction, which remains a real possibility in 2019. ### Consumer Staples Select Sect. SPDR (ETF) (XLP) Expenses: 0.13% Diversification will likely be a major theme in 2019 and a smart move for that purpose is to hold a defensive stock ETF like the Consumer Staples Select Sect. SPDR (ETF) (NYSEARCA:XLP). If stocks continue their climb, this year will see the nine-year anniversary for the bull market, which is getting old by historical standards. Therefore, now is arguably one of the best times in a decade to begin shifting portfolio holdings to a more defensive posture. 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VTV is one of the largest and least expensive value ETFs and therefore also one of the largest and cheapest smart beta funds in the U.S. The fund holds 344 domestic stocks with the value designation and it tilts heavily toward large-caps names as highlighted by a median market value of $89.3 billion among its holdings. * 7 Dark Horse Stocks You Really Need to Look at for 2019 While this potential Roth IRA addition is a value fund, many of its holdings qualify as low volatility or quality stocks or both. The possible near-term hindrance to VTV is its 23.5% weight to financial services, but that sector is rallying to start 2019. ### iShares Edge MSCI USA Momentum Factor ETF (MTUM) Expense Ratio: 0.15% Momentum is another investment factor that has impressive long-term returns, but as 2018 showed investors, momentum stocks can be volatile and their fortunes can change abruptly. However, allocating a portion of one's Roth IRA to a momentum fund rather than stock picking among momentum names can smooth out some of volatility associated with momentum fare. Enter the iShares Edge MSCI USA Momentum Factor ETF (BATS:MTUM). The $8.1 billion MTUM "seeks to track the performance of an index that measures the performance of U.S. large- and mid-capitalization stocks exhibiting relatively higher momentum characteristics, before fees and expenses," according to iShares. Investors typically think of momentum strategies as being heavy on technology and consumer discretionary names, and that is the case with MTUM as the fund devotes almost 45% of its weight to those sectors. However, factor-based funds are usually sector agnostic and that is true of this fund. Its sector weights can shift as momentum improves or declines through the various sectors. The fund also devotes over a quarter of its weight to the healthcare sector. ### iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) Expense Ratio: 0.15% Although Roth IRAs are long-term vehicles, even risk-tolerant investors should include some fixed-income exposure. Rather than relying on slower-moving, lower-yielding Treasuries, Roth IRA investors can boost their income profiles with investment-grade corporate bonds. The iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD) is the largest corporate bond ETF in the U.S. LQD holds nearly 2,000 corporate bonds and has a 30-day SEC yield 4.3%, well above what investors will find with 10-year Treasuries or on the S&P 500. Roth IRA investors can ride out some of the risks associated currently associated with corporate bonds. There is some interest rate risk with LQD, as the fund's duration is 8.27 years. Moreover, roughly half of the fund's holdings are rated BBB, the investment-grade spectrum that is closest to junk territory. That group is also viewed as increasingly vulnerable to credit downgrades. * 7 Retail Stocks to Buy for the Rise of Menswear "Historically, investment-grade corporates with BBB ratings perform relative to other corners of the corporate bond market, but those bonds delivered losses last year, heightening concerns about fragile grasps on investment-grade ratings heading into 2019," according to ETF Trends. ### ProShares Russell 2000 Dividend Growers ETF (SMDV) Expense Ratio: 0.4% As noted earlier, dividends merit strong consideration for Roth IRAs. The same is true of small-cap stocks. The combination of dividends and small caps available via the ProShares Russell 2000 Dividend Growers ETF (BATS:SMDV) is a potentially potent one for Roth IRA investors. SMDV tracks the Russell 2000 Dividend Growers Index, the dividend growth derivative of the famous Russell 2000 Index. SMDV's underlying index requires member firms to have minimum dividend increase streaks of at least a decade. That trait is something of a rarity in the small-cap space and as such, SMDV holds just 61 stocks. However, the fund can help investors mitigate some of the volatility associated with smaller stocks. "According to Harnessing the long-term potential of dividend growth, a new report from FTSE Russell, the Russell 2000 Dividend Growth Index had an annualized return of 11.8% from June 1998 through December 2018, versus 7.6% for the Russell 2000 Index," said FTSE Russell in a recent note. "And these returns were achieved amid a respective annualized volatility of 15.1% and 19.6% for the same period. 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