# iShares Edge MSCI USA Momentum Factor UCITS ETF (IUMD) **Source:** https://fundology.uk/fund/iumd · ISIN IE00BFF5RZ82 · Data: TradingView (LSE closes and returns, delayed), issuer documents, ONS CPIH, FCA FIRDS ## At a glance > Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise. As of 30/09/2026, IUMD (iShares Edge MSCI USA Momentum Factor UCITS ETF, ISIN IE00BFF5RZ82) closed at $14.21 on the London Stock Exchange. Its ongoing charge is 0.20% a year (about £20 on £10,000). Over the five years to 30/09/2026 its total return was +83.1%, or +43.1% after UK CPIH inflation. ## Summary iShares Edge MSCI USA Momentum Factor UCITS ETF is an exchange-traded fund (ETF) from iShares, launched in 2018. It tracks the MSCI USA Momentum. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share. Its ongoing charge is 0.2% a year — about £20 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. Latest close: **$14.21** (30/09/2026). ## Key facts | Fact | Value | |---|---| | Ticker (LSE) | IUMD | | ISIN | IE00BFF5RZ82 | | Category | US shares | | Type | ETF | | Provider | iShares | | Tracks | MSCI USA Momentum | | Income | Distributing | | Ongoing charge | 0.20% a year (£20 per £10,000) | | Fund size | £10.5m | | Launched | 2018 | | Domicile | Ireland | ## Past returns (periods to 30/09/2026) After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after ONS CPIH inflation. | Window | Return | After CPIH inflation | Measured as | |---|---|---|---| | 1 year | +28.09% | +24.07% | income reinvested | | 3 years | +105.71% | +85.63% | income reinvested | | 5 years | +83.07% | +43.11% | income reinvested | Returns: TradingView (delayed data). Inflation: ONS CPIH, latest month published. ## Calendar-year returns Calendar-year returns of iShares Edge MSCI USA Momentum Factor UCITS ETF in pounds (price only, income paid out not included): 2022 −9.5%, 2023 +2.6%, 2024 +34.5%, 2025 +8.7%; 2026 to 30/09/2026 +27.5%. Returns of iShares Edge MSCI USA Momentum Factor UCITS ETF in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +28.1%; to 30/09/2025: +18.5%; to 30/09/2024: +32.6%; to 30/09/2023: −5.0%; to 30/09/2022: −8.5%. | Year | Return | After CPIH inflation | Measured as | |---|---|---|---| | 2022 | -9.5% | -17.2% | Price | | 2023 | +2.6% | -1.5% | Price | | 2024 | +34.5% | +29.9% | Price | | 2025 | +8.7% | +5.0% | Price | | 2026 to 30/09/2026 | +27.5% | +24.0% | Price | ## Risk metrics | Window | Volatility | Max drawdown | |---|---|---| | 1 year | 19.28% | -14.55% | | 3 years | 18.58% | -21.06% | | 5 years | 17.96% | -25.39% | ## Largest fall Volatility of iShares Edge MSCI USA Momentum Factor UCITS ETF in pounds, annualised from weekly returns to 30/09/2026: 19.3% over 1 year, 18.6% over 3 years, 18.0% over 5 years. Largest fall in the price of iShares Edge MSCI USA Momentum Factor UCITS ETF since October 2021, in pounds: −25.4% from 05/11/2021 to 17/06/2022. The lowest 12-month return of iShares Edge MSCI USA Momentum Factor UCITS ETF in pounds (price only, income paid out not included) since January 2021 was −12.6% (12 months to 24/03/2023); the highest was +50.6% (12 months to 19/06/2026). On 30/09/2026 the price of iShares Edge MSCI USA Momentum Factor UCITS ETF was 6.8% below its highest weekly close since October 2021 (19/06/2026), in pounds. ## Charges compared with similar funds Ongoing charge of iShares Edge MSCI USA Momentum Factor UCITS ETF 0.20% a year, as of 01/10/2026: 69 of the 210 other US share funds charge more, 33 the same and 108 less (share classes counted once). ## Funds tracking the same index 2 funds track MSCI USA Momentum, this one included and share classes counted once; their ongoing charges range from 0.20% to 0.20% a year (30/09/2026). | Fund | Ongoing charge | 1 year | 3 years | 5 years | |---|---|---|---|---| | iShares Edge MSCI USA Momentum Factor UCITS ETF | 0.20% | +28.5% | +105.7% | +85.0% | | iShares Edge MSCI USA Momentum Factor UCITS ETF (this fund) | 0.20% | +28.1% | +105.7% | +83.1% | Returns are the data vendor’s, in pounds, income reinvested unless marked "(price)". ## Charges & eligibility - Ongoing charges figure (OCF): **0.20%** per year - ISA eligible: yes - SIPP eligible: yes --- We show information. We are not financial advisers, not authorised by the FCA, and never recommend specific investments. Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.