ETF · iShares
0JLA iShares MSCI USA Momentum Factor ETF
ISIN US46432F3964London Stock Exchange: 0JLABlackRock, Inc.
- US shares
- ETF
- Distributing
Latest close
LSE$322.17
on
- Ongoing charge
- 0.15% a year
- Fund size
- £12bn
Source: TradingView, as of , at least 15 min delayed
At a glance
As of 05/10/2026, 0JLA (iShares MSCI USA Momentum Factor ETF, ISIN US46432F3964) closed at $322.17 on the London Stock Exchange. Its ongoing charge is 0.15% a year (about £15 on £10,000). Over the five years to 05/10/2026 its total return was +96.9%, or +53.9% after UK CPIH inflation.
Past returns
- 1 year to 05/10/2026
- +29.2%
- +25.1% after inflation (UK CPIH)
- 3 years to 05/10/2026
- +118.8%
- +97.4% after inflation (UK CPIH)
- 5 years to 05/10/2026
- +96.9%
- +53.9% after inflation (UK CPIH)
£1,000 put in five years ago would have been worth about £1,969 on 05/10/2026 — about £1,539 in today’s spending power, once price rises are taken out. Past performance is not a guide to future returns.
Returns: TradingView (delayed data). Inflation: ONS CPIH, latest month published.
How we work it out:ReturnsReturns after inflationTotal returnReal returnCPIH
Calendar-year and 12-month returns
Calendar-year returns of iShares MSCI USA Momentum Factor ETF in pounds (price only, income paid out not included): 2022 −10.4%, 2023 +2.4%, 2024 +36.0%, 2025 +12.3%; 2026 to 02/10/2026 +29.4%. Returns of iShares MSCI USA Momentum Factor ETF in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +25.3%; to 30/09/2025: +26.3%; to 30/09/2024: +32.4%.
| Year | Return | After inflation | Return shown as a bar |
|---|---|---|---|
| to | +29.4% | +25.8% | |
| +12.3% | +8.5% | ||
| +36.0% | +31.3% | ||
| +2.4% | −1.6% | ||
| −10.4% | −18.0% |
| 12 months to | Return | After inflation |
|---|---|---|
| from | +25.3% | Not available |
| from | +26.3% | +21.4% |
| from | +32.4% | +29.0% |
Source: Fundology, from recorded closes and the data vendor’s weekly price history, as of , inflation: ONS CPIH
How we work it out:Calendar-year returnsWhat a calendar-year return isAccumulating and distributing
Risk: volatility and largest fall
Volatility (annualised)
19.8%over 5 years
| 1 year | 21.6% |
|---|---|
| 3 years | 19.7% |
| 5 years | 19.8% |
Annualised from weekly returns. Higher means bumpier.
- Largest fall since October 2021
- −24.9%
- From to
- Lowest 12-month return
- −12.3%
- 12 months to
- Highest 12-month return
- +49.5%
- 12 months to
- Below its highest weekly close since October 2021
- 4.4%
- High of , latest
In words: Volatility of iShares MSCI USA Momentum Factor ETF in pounds, annualised from weekly returns to 02/10/2026: 21.6% over 1 year, 19.7% over 3 years, 19.8% over 5 years. Largest fall in the price of iShares MSCI USA Momentum Factor ETF since October 2021, in pounds: −24.9% from 05/11/2021 to 17/06/2022. The lowest 12-month return of iShares MSCI USA Momentum Factor ETF in pounds (price only, income paid out not included) since October 2020 was −12.3% (12 months to 24/06/2022); the highest was +49.5% (12 months to 19/06/2026). On 02/10/2026 the price of iShares MSCI USA Momentum Factor ETF was 4.4% below its highest weekly close since October 2021 (19/06/2026), in pounds.
Source: Fundology, from recorded closes and the data vendor’s weekly price history, as of , price only — income paid out is not included
How we work it out:Risk figuresFallsVolatilityLargest fall
Charges compared with similar funds
- Ongoing charge
- 0.15%
- a year
- On £10,000
- £15
- a year, roughly
- Over five years
- £75
- of £10,000, before growth
- 76 charge less
- 14 the same
- 121 charge more
Ongoing charge of iShares MSCI USA Momentum Factor ETF 0.15% a year, as of 03/10/2026: 121 of the 211 other US share funds charge more, 14 the same and 76 less (share classes counted once).
Source: Fund ongoing charges via TradingView, as of
A lower charge is not a promise of a higher return: what the fund holds matters more. Charges are the fund’s own published ongoing charges figure.
Read more:Ongoing charge (OCF)OCF and TERFee dragHow charges add up
In plain English
iShares MSCI USA Momentum Factor ETF is an exchange-traded fund (ETF) from iShares, launched in 2013.
It tracks the MSCI USA Momentum SR Variant Index.
You buy and sell it through a share-dealing account or platform during stock-market hours, like a share.
Its ongoing charge is 0.15% a year — about £15 a year on every £10,000 invested, taken from the fund's value rather than billed to you.
Income from its investments is paid out to holders as cash, usually a few times a year.
US shares: American companies, including the S&P 500 and Nasdaq-100 — the largest stock market in the world.
Key facts
- Ticker
- 0JLA
- ISIN
- US46432F3964
- Provider
- iShares
- Tracks
- MSCI USA Momentum SR Variant Index
- Structure
- ETF
- An exchange-traded fund: bought and sold on the stock exchange through the day, like a share.
- Income
- Distributing, paid quarterly
- Income is paid out to holders as cash, usually a few times a year.
- Ongoing charge
- 0.15% a year · about £15 on £10,000
- Fund size
- £12bn
- Launched
- Domicile
- United States
- Currency hedged
- No
- Price currency
- USD
- Category
- US shares
Price chart
Since 07/08/2026, the closing price went from $309.91 on 07/08/2026 to $322.17 on 05/10/2026 (+4.0%). The lowest close shown was $303.02 on 28/08/2026 and the highest $322.80 on 02/10/2026.
Chart: closing prices we have recorded since 07/08/2026. Price only — income paid out is not included, so the line can end below the total return above.
Source: TradingView, as of , at least 15 min delayed
Five years of prices, and after inflation
7 weekly closes, from 07/08/2026 to 05/10/2026. The same history in October 2026 pounds, adjusted with ONS CPIH inflation.
Create a free account to see the 5-year price chart and the after-inflation chart
Sign-up takes an email address. There is no card to enter and nothing to pay.
How we work it out:Prices and returnsNAV and price
Risk and return in depth
Sharpe, Sortino and Calmar ratios
Sharpe, Sortino and Calmar ratios over 1, 3 and 5 years, from weekly returns in pounds.
With a free accountRolling returns
The full range of 208 rolling 12-month returns since October 2020, and of 127 rolling three-year returns, in pounds, with how often they were above zero.
With a free accountLargest falls and recoveries
The 3 largest falls since October 2021, in pounds, with how many weeks each took to reach its low and to recover.
With a free account
Create a free account to see the risk ratios, every rolling return and each large fall and its recovery
Sign-up takes an email address. There is no card to enter and nothing to pay.
Rank among similar funds
Rank by total return over 1, 3 and 5 years among up to 170 US share funds, not currency-hedged, highest first.
ProMoves compared with a similar fund
Correlation and beta of weekly returns in pounds against iShares Core S&P 500 UCITS ETF, over the three years to 02/10/2026 (148 weeks).
Pro
Pro — currently by invitation
Pro includes the rank among similar funds and moves against a comparable fund
Pro is open by invitation while it is being built. There is nothing to buy. To ask about access, email [email protected].
Questions people ask
What is the ongoing charge of 0JLA?
The ongoing charge of 0JLA is 0.15% a year — about £15 a year on every £10,000 invested, taken from the fund’s value rather than billed to you. Platform and dealing fees are charged separately. Ongoing charge of iShares MSCI USA Momentum Factor ETF 0.15% a year, as of 03/10/2026: 121 of the 211 other US share funds charge more, 14 the same and 76 less (share classes counted once).
What does 0JLA track?
0JLA tracks the MSCI USA Momentum SR Variant Index.
Is 0JLA accumulating or distributing?
0JLA is distributing: income is paid out to holders as cash, usually a few times a year. It pays out quarterly.
What is the ISIN of 0JLA?
The ISIN of 0JLA is US46432F3964. An ISIN identifies one exact share class of a fund; 0JLA is its ticker on the London Stock Exchange.
What were 0JLA’s returns in each of the last five years?
Calendar-year returns of 0JLA in pounds (price only, income paid out not included): 2022 −10.4%, 2023 +2.4%, 2024 +36.0%, 2025 +12.3%; 2026 to 02/10/2026 +29.4%. Past performance is not a guide to future returns.
How has 0JLA done after inflation?
Over the five years to 05/10/2026 0JLA’s total return was +96.9%, or +53.9% after UK CPIH inflation. Past performance is not a guide to future returns.
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Sources and dates
- Prices
- London Stock Exchange closes via TradingView, at least 15 minutes delayed, latest
- Returns
- TradingView reported returns (net asset value with income reinvested where available)
- Calendar years, risk
- Fundology, from recorded closes (weekly history from the data vendor where our record is short)
- Inflation
- ONS CPIH, latest month used August 2026
- Charges
- The fund’s ongoing charges figure, via TradingView
- Identity
- FCA Financial Instruments Reference Data System (FIRDS) and the issuer
- Fund size
- TradingView, converted to pounds at the latest ECB reference rate
Methodology:Data sourcesReturnsCategoriesAll methods
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