iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist) (IUMD.L) belongs to the Momentum category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with IUMD.L. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IUMD.L
IUMD.L charges 0.20% annually. No ETFs in the Momentum category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.20%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Momentum Factor UCITS ETF US... | 0.20% | 591.74M | Feb 2018 | IUMD.L vs IUMO.L | |
| iShares Edge MSCI USA Momentum Factor UCITS ETF | 0.20% | 439.78M | Feb 2018 | IUMD.L vs IUMF.L | |
| Xtrackers MSCI World Momentum Factor UCITS ETF 1C | 0.25% | 1.62B | Sep 2014 | IUMD.L vs XDEM.L | |
| iShares Edge MSCI Europe Momentum Factor UCITS ETF | 0.25% | 679.45M | Jan 2015 | IUMD.L vs IEFM.L | |
| iShares Edge MSCI World Momentum Factor UCITS ETF ... | 0.25% | 5.17B | Oct 2014 | IUMD.L vs IWMO.L |
Best Risk-Adjusted Alternatives to IUMD.L
IUMD.L has a PortfoliosLab risk / return rank of 67. There are 4 ETFs in the Momentum category with higher risk-adjusted ranks, going as high as 74.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Momentum Factor UCITS ETF | 74 | 439.78M | Feb 2018 | IUMD.L vs IUMF.L | |
| Xtrackers MSCI World Momentum Factor UCITS ETF 1C | 72 | 1.62B | Sep 2014 | IUMD.L vs XDEM.L | |
| iShares Edge MSCI World Momentum Factor UCITS ETF ... | 72 | 3.84B | Oct 2014 | IUMD.L vs IWFM.L | |
| iShares Edge MSCI USA Momentum Factor UCITS ETF US... | 68 | 591.74M | Feb 2018 | IUMD.L vs IUMO.L | |
| iShares Edge MSCI World Momentum Factor UCITS ETF ... | 60 | 5.17B | Oct 2014 | IUMD.L vs IWMO.L |
Top Performing IUMD.L Alternatives (YTD)
IUMD.L is at 29.46% YTD. There are 2 ETFs in the Momentum category with higher YTD returns, going as high as 29.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Momentum Factor UCITS ETF | 29.89% | 439.78M | Feb 2018 | IUMD.L vs IUMF.L | |
| iShares Edge MSCI USA Momentum Factor UCITS ETF US... | 29.52% | 591.74M | Feb 2018 | IUMD.L vs IUMO.L | |
| Xtrackers MSCI World Momentum Factor UCITS ETF 1C | 22.38% | 1.62B | Sep 2014 | IUMD.L vs XDEM.L | |
| iShares Edge MSCI World Momentum Factor UCITS ETF ... | 22.13% | 3.84B | Oct 2014 | IUMD.L vs IWFM.L | |
| iShares Edge MSCI World Momentum Factor UCITS ETF ... | 21.89% | 5.17B | Oct 2014 | IUMD.L vs IWMO.L |
Lowest Volatility Alternatives to IUMD.L
IUMD.L has 19.45% 1-year volatility. There are 6 ETFs in the Momentum category with lower 1-year volatility, going as low as 16.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Xtrackers MSCI World Momentum Factor UCITS ETF 1C | 16.17% | 1.62B | Sep 2014 | IUMD.L vs XDEM.L | |
| iShares Edge MSCI World Momentum Factor UCITS ETF ... | 16.21% | 3.84B | Oct 2014 | IUMD.L vs IWFM.L | |
| iShares Edge MSCI Europe Momentum Factor UCITS ETF... | 16.56% | 47.94M | Feb 2018 | IUMD.L vs IEMD.L | |
| iShares Edge MSCI USA Momentum Factor UCITS ETF | 17.99% | 439.78M | Feb 2018 | IUMD.L vs IUMF.L | |
| iShares Edge MSCI World Momentum Factor UCITS ETF ... | 18.21% | 5.17B | Oct 2014 | IUMD.L vs IWMO.L |
Lowest Drawdown Alternatives to IUMD.L
IUMD.L has a 1-year max drawdown of -10.63%. There are 4 ETFs in the Momentum category with shallower 1-year drawdowns, going as shallow as -8.95%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI World Momentum Factor UCITS ETF ... | -8.95% | 3.84B | Oct 2014 | IUMD.L vs IWFM.L | |
| Xtrackers MSCI World Momentum Factor UCITS ETF 1C | -9.01% | 1.62B | Sep 2014 | IUMD.L vs XDEM.L | |
| iShares Edge MSCI USA Momentum Factor UCITS ETF | -9.32% | 439.78M | Feb 2018 | IUMD.L vs IUMF.L | |
| iShares Edge MSCI USA Momentum Factor UCITS ETF US... | -10.60% | 591.74M | Feb 2018 | IUMD.L vs IUMO.L | |
| iShares Edge MSCI Europe Momentum Factor UCITS ETF... | -11.53% | 47.94M | Feb 2018 | IUMD.L vs IEMD.L |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include IWDA.L, IUIT.L, SGLN.L and span 8 categories. AUM among these funds goes as high as $142B.
Often Compared With IUMD.L
Investors most often compare IUMD.L with JMOM, SPMO, SCHG. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare IUMD.L with Any Fund or Stock
Compare IUMD.L with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IUMD.L with funds that move differently
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist) alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IUMD.L.
Explore IUMD.L Diversifiers