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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. | -3.69%  | -3.29%  | +15.04%  | +68.90% | +47.51% | +2.35% | +2.35% | -2.26% | |
| Flows |
Key fund info
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | -3.29% | +15.04% | +68.90% | +47.51%  |
| 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 | €629.43B |
IEFA | iShares Core MSCI EAFE ETF | €148.47B |
AGG | iShares Core U.S. Aggregate Bond ETF | €118.75B |
IEMG | iShares Core MSCI Emerging Markets ETF | €117.32B |
CSSPX | iShares Core S&P 500 UCITS ETF | €111.03B |
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 Denmark, 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 €10M in assets as of April 2, 2026.
How has IUMD performed lately?
Based on data from April 2, 2026, IUMD returned -3.69% over the past month, -3.29% over the last three months and -2.26% year-to-date.
What are the latest inflows or outflows for IUMD?
As of April 2, 2026, IUMD recorded net flows of -€930K over the last month and +€499K year-to-date.
Does IUMD distribute dividends?
IUMD follows a distributing dividend policy, meaning it pays out income to investors. As of April 2, 2026, its 12-month trailing yield was 0.90%.
What are the main country or region exposures of IUMD?
As of February 28, 2026, IUMD has significant geographic allocations in USA and Ireland.
In which sector or theme does IUMD invest in?
As of February 28, 2026, IUMD focuses largely on Information Technology, Industrials and Financials.
How many securities does IUMD hold and how diversified is it?
As of February 28, 2026, IUMD holds 126 positions in its portfolio, with 48.94% of assets concentrated in its top 15 holdings.
What are the main positions in IUMD?
As of February 28, 2026, IUMD top three holdings include JPMORGAN CHASE, NVIDIA and BROADCOM LIMITED.
What is the base currency of IUMD?
The base currency of IUMD is USD.
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