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IUMD ETF · iShares Edge MSCI USA Momentum Factor UCITS ETF
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | +14.48%  | +9.31% | +33.22%  | +91.31% | +60.09%  | +17.07% | +17.07% | +11.81% | |
| Flows |
Key fund info
Essentials
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | +9.31% | +33.22% | +91.31% | +60.09% |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
Exposure
Sustainability
ESG Consensus® by Conser
Our partner Conser gathers the industry's consensus on the business practices of the underlying holdings. We have computed the following metrics about IUMD ETF's sustainability, based on their methodology.
ESG Consensus® is based on the Final Sustainability Grade, which itself consists of 10 grades. Our partner Conser calculates the exact grade, based on market intelligence, using their proprietary ESG Consensus® methodology.
IUMD’s has a Final Sustainability Grade of either C+, C, C-, or D.
Replication
Issuer
| AuM | ||
|---|---|---|
IVV | iShares Core S&P 500 ETF | €675.94B |
IEFA | iShares Core MSCI EAFE ETF | €153B |
IEMG | iShares Core MSCI Emerging Markets ETF | €129.23B |
CSSPX | iShares Core S&P 500 UCITS ETF | €120.1B |
AGG | iShares Core U.S. Aggregate Bond ETF | €116.49B |
Frequently asked questions about IUMD
What does iShares Edge MSCI USA Momentum Factor UCITS ETF, IUMD, invest in?
IUMD is a Passive ETF. This ETF provides exposure to Other Large and Mid-Cap US Equities.
Which benchmark or index does IUMD replicate?
IUMD tracks the MSCI USA Momentum Total Return Index - USD, through a full replication replication method.
What is the Total Expense ratio (TER) of IUMD?
IUMD carries a total expense ratio (TER) of 0.2%, indicating the annual cost for holding the fund.
When was IUMD launched?
IUMD was introduced to the market on February 21, 2018. It trades on Finland, among other exchanges
Who is the ETF issuer of IUMD?
iShares Edge MSCI USA Momentum Factor UCITS ETF, IUMD, is provided by iShares. Learn more about iShares here.
Does IUMD have multiple share classes?
Yes, IUMD is available in multiple share classes, which may differ by distribution policy (e.g., accumulating vs. distributing), currency or hedging. Explore the different share classes .
What is the current assets under management (AUM) of IUMD?
IUMD oversees €12M in assets as of April 24, 2026.
How has IUMD performed lately?
Based on data from April 24, 2026, IUMD returned 14.48% over the past month, 9.31% over the last three months and 11.81% year-to-date.
What are the latest inflows or outflows for IUMD?
As of April 24, 2026, IUMD recorded net flows of -€15K over the last month and +€676K year-to-date.
Does IUMD distribute dividends?
IUMD follows a distributing dividend policy, meaning it pays out income to investors. As of April 24, 2026, its 12-month trailing yield was 0.79%.
What are the main country or region exposures of IUMD?
As of March 31, 2026, IUMD has significant geographic allocations in USA and Ireland.
In which sector or theme does IUMD invest in?
As of March 31, 2026, IUMD focuses largely on Information Technology, Industrials and Health Care.
How many securities does IUMD hold and how diversified is it?
As of March 31, 2026, IUMD holds 126 positions in its portfolio, with 47.73% of assets concentrated in its top 15 holdings.
What are the main positions in IUMD?
As of March 31, 2026, IUMD top three holdings include NVIDIA, BROADCOM LIMITED and MICRON TECHNOLOGY.
What is the base currency of IUMD?
The base currency of IUMD is USD.
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About Trackinsight
Since our founding in 2016, we have been at the forefront of the industry, delivering accessible, comprehensive, and reliable tools to support the evolving needs of investors.
Over the past decade, Trackinsight has expanded its operations across six countries, serving thousands of professional investors. We’ve consistently innovated to provide cutting-edge solutions that meet the changing demands of the ETF market.
In 2024, Kepler Cheuvreux, a leading independent European financial services firm, acquired a majority stake in Trackinsight, becoming the company's principal shareholder.
This strategic partnership solidifies Trackinsight's position as a premier provider of ETF selection and analysis tools, while strengthening Kepler Cheuvreux’s commitment to becoming a leading player in the ETF sector.
Together, we are committed to offering advanced services that empower professional investors, advisors, institutions, and issuers. This new step enables us to deliver even more comprehensive and innovative technological solutions, driving ETF investing to new heights.
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