MTUM vs VOOG
Comparison between ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM, ETF) and VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES (VOOG, ETF).
5-Year PerformanceVOOG has outperformed MTUM, delivering a return of +13.4% compared to +13.0%
MTUM vs VOOG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MTUM
$25B
Winner
VOOG
$26B
Expense Ratio
MTUM
0.15%
Winner
VOOG
0.07%
Max Drawdown
MTUM
34.08%
Winner
VOOG
33.14%
Sharpe Ratio
MTUM
0.89
Winner
VOOG
1.02
5Y Beta
MTUM
1.23
Winner
VOOG
1.22
P/E Ratio
MTUM
33.62
Winner
VOOG
27.15
Forward P/E
Winner
MTUM
20.24
VOOG
23.43
PEG Ratio
Winner
MTUM
0.21
VOOG
0.35
5Y Dividends CAGR
Winner
MTUM
15.86%
VOOG
3.65%
5Y EPS CAGR
MTUM
23.91%
Winner
VOOG
35.10%
Debt to Equity
Winner
MTUM
36.86%
VOOG
80.34%
P/S Ratio
Winner
MTUM
4.29
VOOG
6.14
P/B Ratio
Winner
MTUM
6.26
VOOG
8.62
MTUM vs VOOG - Holdings Comparison
MTUM and VOOG have 35 common holdings. Overlap is 16.70%
MTUM's top 25 holdings weight is 66.57%. VOOG's top 25 holdings weight is 73.29%.
| Rank | MTUM | VOOG |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 6.02% | NVIDIA CORP (NVDA) - 13.53% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 4.95% | APPLE INC (AAPL) - 5.96% |
| #3 | BROADCOM INC (AVGO) - 4.90% | MICROSOFT CORP (MSFT) - 5.96% |
| #4 | INTEL CORP (INTC) - 4.27% | BROADCOM INC (AVGO) - 5.94% |
| #5 | EXXONMOBIL HOLDINGS CORP (XOM) - 3.76% | ALPHABET INC CLASS A (GOOGL) - 5.83% |
| #6 | CATERPILLAR INC (CAT) - 3.68% | ALPHABET INC CLASS C (GOOG) - 4.68% |
| #7 | JOHNSON & JOHNSON (JNJ) - 3.48% | META PLATFORMS INC CLASS A (META) - 4.40% |
| #8 | LAM RESEARCH CORP (LRCX) - 3.20% | AMAZON.COM INC (AMZN) - 4.11% |
| #9 | APPLIED MATERIALS INC (AMAT) - 3.12% | TESLA INC (TSLA) - 3.78% |
| #10 | GE VERNOVA INC (GEV) - 3.05% | ELI LILLY AND CO (LLY) - 2.68% |
| #11 | WALMART INC (WMT) - 2.62% | VISA INC CLASS A (V) - 1.78% |
| #12 | CISCO SYSTEMS INC (CSCO) - 2.57% | JPMORGAN CHASE & CO (JPM) - 1.54% |
| #13 | ALPHABET INC CLASS A (GOOGL) - 2.42% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.45% |
| #14 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.06% | NETFLIX INC (NFLX) - 1.43% |
| #15 | ALPHABET INC CLASS C (GOOG) - 1.88% | MASTERCARD INC CLASS A (MA) - 1.42% |
| #16 | TEXAS INSTRUMENTS INC (TXN) - 1.86% | COSTCO WHOLESALE CORP (COST) - 1.27% |
| #17 | WESTERN DIGITAL CORP (WDC) - 1.74% | n/a (PLTR) - 1.20% |
| #18 | CHEVRON CORP (CVX) - 1.70% | ORACLE CORP (ORCL) - 1.05% |
| #19 | KLA CORP (KLAC) - 1.63% | WALMART INC (WMT) - 1.02% |
| #20 | ANALOG DEVICES INC (ADI) - 1.48% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% |
| #21 | CORNING INC (GLW) - 1.41% | CATERPILLAR INC (CAT) - 0.84% |
| #22 | THE GOLDMAN SACHS GROUP INC (GS) - 1.36% | SALESFORCE INC (CRM) - 0.69% |
| #23 | CITIGROUP INC (C) - 1.21% | INTUITIVE SURGICAL INC (ISRG) - 0.64% |
| #24 | MARVELL TECHNOLOGY INC (MRVL) - 1.13% | AMERICAN EXPRESS CO (AXP) - 0.62% |
| #25 | MORGAN STANLEY (MS) - 1.07% | UBER TECHNOLOGIES INC (UBER) - 0.57% |
| Total Holdings | 129 | 220 |
MTUM vs VOOG - Historical Returns
Returns include dividend reinvestment.
1M
MTUM
-2.96%
Winner
VOOG
+1.81%
3M
MTUM
+1.10%
Winner
VOOG
+1.74%
6M
Winner
MTUM
+20.02%
VOOG
+14.89%
1Y
Winner
MTUM
+27.24%
VOOG
+23.34%
5Y(CAGR)
MTUM
+12.95%
Winner
VOOG
+13.44%
10Y(CAGR)
MTUM
+15.99%
Winner
VOOG
+17.52%
Max(CAGR)
MTUM
+15.71%
Winner
VOOG
+16.80%
MTUM vs VOOG - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | MTUM | VOOG |
|---|---|---|
| 2026 | +20.99% | +12.85% |
| 2025 | +21.53% | +22.07% |
| 2024 | +35.37% | +38.05% |
| 2023 | +10.93% | +31.59% |
| 2022 | -18.43% | -30.01% |
| 2021 | +14.23% | +33.81% |
| 2020 | +29.42% | +31.48% |
| 2019 | +28.11% | +31.11% |
| 2018 | -2.42% | -1.19% |
| 2017 | +37.10% | +26.26% |
| 2016 | +7.16% | +8.82% |
| 2015 | +9.10% | +5.46% |
| 2014 | +15.81% | +15.66% |
| 2013 | +19.20% | +29.59% |
| 2012 | N/A | +12.99% |
| 2011 | N/A | +3.57% |
| 2010 | N/A | +15.80% |
MTUM vs VOOG Drawdown Comparison
The maximum drawdown for MTUM was -34.08%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The maximum drawdown for VOOG was -32.74%, occurring on Oct 14, 2022. Recovery took 547 trading sessions.
The current MTUM drawdown is -11.60%. The current VOOG drawdown is -2.60%.
| Rank | MTUM | VOOG |
|---|---|---|
| #1 | -34.08% Feb 19, 2020 - Jul 6, 2020 | -32.74% Dec 27, 2021 - Mar 1, 2024 |
| #2 | -32.28% Nov 3, 2021 - Mar 4, 2024 | -31.42% Feb 19, 2020 - Jun 10, 2020 |
| #3 | -22.12% Oct 1, 2018 - Jun 18, 2019 | -22.18% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -20.99% Feb 18, 2025 - May 15, 2025 | -20.78% Oct 1, 2018 - Apr 23, 2019 |
| #5 | -17.99% Jun 22, 2026 - Jul 29, 2026 | -16.17% Jul 7, 2011 - Feb 3, 2012 |
| #6 | -15.75% Feb 12, 2021 - Aug 5, 2021 | -13.71% Oct 29, 2025 - Apr 15, 2026 |
| #7 | -12.96% Jul 10, 2024 - Sep 23, 2024 | -13.25% Nov 3, 2015 - Jul 8, 2016 |
| #8 | -12.95% Dec 29, 2015 - May 10, 2016 | -12.86% Jul 10, 2024 - Oct 14, 2024 |
| #9 | -11.54% Jan 29, 2026 - Apr 9, 2026 | -11.79% Jul 20, 2015 - Oct 29, 2015 |
| #10 | -10.79% Jul 20, 2015 - Nov 27, 2015 | -11.09% Sep 2, 2020 - Dec 4, 2020 |
| #11 | -10.31% Sep 2, 2020 - Nov 30, 2020 | -9.99% Jan 26, 2018 - Jun 5, 2018 |
| #12 | -10.23% Jan 26, 2018 - Jun 6, 2018 | -8.69% Jun 1, 2026 - Aug 4, 2026 |
| #13 | -8.90% Mar 5, 2014 - Jun 20, 2014 | -8.64% Feb 12, 2021 - Apr 5, 2021 |
| #14 | -8.58% Sep 18, 2014 - Oct 31, 2014 | -8.51% Apr 2, 2012 - Aug 6, 2012 |
| #15 | -8.18% Mar 7, 2024 - May 15, 2024 | -7.90% Sep 21, 2012 - Jan 22, 2013 |
Correlation
Correlation between MTUM and VOOG is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2010 - 2026)
MTUM vs VOOG dividend yield comparison.
| Year | MTUM | VOOG |
|---|---|---|
| 2026 | 0.19% | 0.22% |
| 2025 | 0.91% | 0.49% |
| 2024 | 0.75% | 0.49% |
| 2023 | 1.35% | 1.12% |
| 2022 | 1.80% | 0.93% |
| 2021 | 0.55% | 0.53% |
| 2020 | 0.83% | 0.88% |
| 2019 | 1.48% | 1.26% |
| 2018 | 1.27% | 1.34% |
| 2017 | 1.02% | 1.32% |
| 2016 | 1.43% | 1.47% |
| 2015 | 1.12% | 1.56% |
| 2014 | 1.04% | 1.28% |
| 2013 | 1.02% | 1.46% |
| 2012 | 0.00% | 1.75% |
| 2011 | 0.00% | 1.60% |
| 2010 | 0.00% | 0.36% |
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