U.S. Momentum Factor

Medium risk

MTUM

growth
balanced
growth income

Top Holdings

123 Securities

Top Sector

Financials

Min. Investment

$2,400

Expense Ratio

0.00%

Dividend Yield

1.82%

Description

Tracks an index of large- and mid-cap US equities, selected and weighted based on historical price appreciation and low volatility. Focus is on stocks with strong 6- and 12-month price performance, while also considering volatility over the past 3 years. This approach aims to capture momentum while managing risk, providing a unique investment strategy for those seeking growth potential.

Period From - To

Simulated Investment

Slippage (bps)

Rebalance Frequency

Generated using historical backtest simulation

Our interactive backtest tools is not reflective of actual live performance and these returns are hypothetical. Actual costs resulting from live trading may differ significantly, and backtest pricing data is not indicative realtime pricing data. Past performance is not an indicator of future performance. Learn more about how backtests work on Double here

Starting Point Holdings

NameSymbolAllocation
NVIDIA Corp.NVDA

5.4%

JPMorgan Chase & Co.JPM

5.33%

Walmart, Inc.WMT

5%

Broadcom Inc.AVGO

4.64%

Eli Lilly & Co.LLY

3.79%

Costco Wholesale Corp.COST

3.66%

GE AerospaceGE

2.95%

Philip Morris International, Inc.PM

2.91%

The Coca-Cola Co.KO

2.7%

NextEra Energy, Inc.NEE

2.23%

RTX Corp.RTX

2.16%

The Goldman Sachs Group, Inc.GS

1.95%

Progressive Corp.PGR

1.85%

Texas Instruments IncorporatedTXN

1.82%

Intuitive Surgical, Inc.ISRG

1.55%

American Express Co.AXP

1.51%

Lockheed Martin Corp.LMT

1.35%

KKR & Co., Inc.KKR

1.31%

Boston Scientific Corp.BSX

1.28%

MicroStrategy, Inc.MSTR

1.23%

Arista Networks, Inc.ANET

1.19%

3M Co.MMM

1.18%

Constellation Energy Corp.CEG

1.17%

Altria Group, Inc.MO

1.17%

The Southern Co.SO

1.13%

Trane Technologies PlcTT

1.13%

Citigroup, Inc.C

1.07%

The TJX Cos., Inc.TJX

1.06%

Motorola Solutions, Inc.MSI

0.98%

Amphenol Corp.APH

0.97%

Palantir Technologies, Inc.PLTR

0.95%

Fiserv, Inc.FI

0.91%

Cintas Corp.CTAS

0.91%

Vertex Pharmaceuticals, Inc.VRTX

0.9%

Chubb Ltd.CB

0.88%

Vistra Corp.VST

0.88%

Duke Energy Corp.DUK

0.88%

Welltower, Inc.WELL

0.84%

AppLovin Corp.APP

0.83%

Newmont Corp.NGT

0.82%

KLA Corp.KLAC

0.79%

Colgate-Palmolive Co.CL

0.78%

Aflac, Inc.AFL

0.77%

Howmet Aerospace, Inc.HWM

0.75%

Intercontinental Exchange, Inc.ICE

0.72%

Vertiv Holdings Co.VRT

0.71%

TransDigm Group, Inc.TDG

0.69%

Moody's Corp.MCO

0.69%

The Williams Cos., Inc.WMB

0.65%

Targa Resources Corp.TRGP

0.63%

Fair Isaac Corp.FICO

0.59%

Arthur J. Gallagher & Co.AJG

0.58%

Public Service Enterprise Group, Inc.PEG

0.5%

Dell Technologies, Inc.DELL

0.5%

Iron Mountain, Inc.IRM

0.48%

The Bank of New York Mellon Corp.BK

0.47%

The Hartford Financial Services Group, Inc.HIG

0.45%

Quanta Services, Inc.PWR

0.44%

Garmin Ltd.GRMN

0.41%

The Allstate Corp.ALL

0.41%

American Electric Power Co., Inc.AEP

0.39%

EMCOR Group, Inc.EME

0.39%

Discover Financial ServicesDFS

0.37%

D.R. Horton, Inc.DHI

0.37%

Republic Services, Inc.RSG

0.36%

GoDaddy, Inc.GDDY

0.35%

Texas Pacific Land Corp.TPL

0.34%

CBRE Group, Inc.CBRE

0.34%

Arch Capital Group Ltd.ACGL

0.33%

Westinghouse Air Brake Technologies Corp.WAB

0.33%

Axon Enterprise, Inc.AXON

0.32%

NetApp, Inc.NTAP

0.32%

Veralto Corp.VLTO

0.31%

PulteGroup, Inc.PHM

0.31%

Ventas, Inc.VTR

0.3%

Alnylam Pharmaceuticals, Inc.ALNY

0.3%

Keurig Dr Pepper, Inc.KDP

0.3%

ResMed, Inc.RMD

0.29%

KellanovaK

0.29%

AvalonBay Communities, Inc.AVB

0.28%

Nasdaq, Inc.NDAQ

0.28%

NRG Energy, Inc.NRG

0.28%

Lennar Corp.LEN

0.27%

Brown & Brown, Inc.BRO

0.27%

Edison InternationalEIX

0.27%

Fifth Third BancorpFITB

0.25%

Lennox International, Inc.LII

0.24%

eBay, Inc.EBAY

0.24%

Monolithic Power Systems, Inc.MPWR

0.23%

Leidos Holdings, Inc.LDOS

0.23%

Tyler Technologies, Inc.TYL

0.22%

Smurfit WestRock PlcSW

0.22%

Dover Corp.DOV

0.22%

Carlisle Cos., Inc.CSL

0.22%

Synchrony FinancialSYF

0.21%

Robinhood Markets, Inc.HOOD

0.17%

Equity ResidentialEQR

0.17%

HEICO Corp.HEI.A

0.16%

International Flavors & Fragrances, Inc.IFF

0.16%

Packaging Corporation of AmericaPKG

0.16%

United Therapeutics Corp.UTHR

0.15%

International Paper Co.IP

0.15%

Essex Property Trust, Inc.ESS

0.14%

Erie Indemnity Co.ERIE

0.13%

HEICO Corp.HEI

0.12%

Mid-America Apartment Communities, Inc.MAA

0.12%

Citizens Financial Group, Inc. (Rhode Island)CFG

0.11%

Universal Health Services, Inc.UHS

0.11%

Dick's Sporting Goods, Inc.DKS

0.1%

NiSource, Inc.NI

0.09%

Quest Diagnostics, Inc.DGX

0.09%

Healthpeak Properties, Inc.DOC

0.08%

Amcor PlcAMCR

0.08%

Fidelity National Financial, Inc.FNF

0.08%

DaVita, Inc.DVA

0.07%

Fox Corp.FOX

0.07%

Camden Property TrustCPT

0.07%

Fox Corp.FOXA

0.07%

Ally Financial, Inc.ALLY

0.06%

C.H. Robinson Worldwide, Inc.CHRW

0.06%

Alliant Energy Corp.LNT

0.05%

UDR, Inc.UDR

0.05%

Equitable Holdings, Inc.EQH

0.03%

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