VFMO vs MTUM
Comparison between VANGUARD U.S. MOMENTUM FACTOR ETF ETF SHARES (VFMO, ETF) and ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM, ETF).
5-Year PerformanceMTUM has outperformed VFMO, delivering a return of +13.9% compared to +13.9%
VFMO vs MTUM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VFMO
$2B
Winner
MTUM
$29B
Expense Ratio
Winner
VFMO
0.13%
MTUM
0.15%
Max Drawdown
VFMO
36.92%
Winner
MTUM
34.08%
Sharpe Ratio
Winner
VFMO
1.22
MTUM
1.12
5Y Beta
VFMO
1.25
Winner
MTUM
1.24
P/E Ratio
VFMO
118.73
Winner
MTUM
38.60
Forward P/E
Winner
VFMO
16.33
MTUM
21.04
PEG Ratio
VFMO
N/A
MTUM
0.17
5Y Dividends CAGR
Winner
VFMO
23.76%
MTUM
15.86%
5Y EPS CAGR
VFMO
14.53%
Winner
MTUM
22.52%
Debt to Equity
Winner
VFMO
13.65%
MTUM
40.77%
P/S Ratio
Winner
VFMO
1.81
MTUM
4.82
P/B Ratio
Winner
VFMO
3.98
MTUM
6.85
VFMO vs MTUM - Holdings Comparison
VFMO and MTUM have 67 common holdings. Overlap is 20.16%
VFMO's top 25 holdings weight is 19.44%. MTUM's top 25 holdings weight is 68.94%.
| Rank | VFMO | MTUM |
|---|---|---|
| #1 | SLBBH1142 (n/a) - 1.18% | MICRON TECHNOLOGY INC (MU) - 6.74% |
| #2 | GE VERNOVA INC (GEV) - 1.14% | ADVANCED MICRO DEVICES INC (AMD) - 5.31% |
| #3 | LAM RESEARCH CORP (LRCX) - 1.08% | INTEL CORP (INTC) - 5.23% |
| #4 | JOHNSON & JOHNSON (JNJ) - 1.02% | BROADCOM INC (AVGO) - 4.10% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 0.98% | CATERPILLAR INC (CAT) - 4.07% |
| #6 | KLA CORP (KLAC) - 0.97% | LAM RESEARCH CORP (LRCX) - 3.78% |
| #7 | NEWMONT CORP (NEM) - 0.97% | APPLIED MATERIALS INC (AMAT) - 3.64% |
| #8 | VERTIV HOLDINGS CO CLASS A (VRT) - 0.92% | GE VERNOVA INC (GEV) - 3.22% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 0.89% | JOHNSON & JOHNSON (JNJ) - 3.20% |
| #10 | AMPHENOL CORP CLASS A (APH) - 0.87% | EXXON MOBIL CORP (XOM) - 3.02% |
| #11 | HOWMET AEROSPACE INC (HWM) - 0.86% | ALPHABET INC CLASS A (GOOGL) - 2.39% |
| #12 | APPLIED MATERIALS INC (AMAT) - 0.85% | WALMART INC (WMT) - 2.37% |
| #13 | GENERAL MOTORS CO (GM) - 0.84% | CISCO SYSTEMS INC (CSCO) - 2.35% |
| #14 | BANK OF NEW YORK MELLON CORP (BNY) - 0.84% | WESTERN DIGITAL CORP (WDC) - 2.24% |
| #15 | CORNING INC (GLW) - 0.84% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.16% |
| #16 | CATERPILLAR INC (CAT) - 0.81% | KLA CORP (KLAC) - 2.04% |
| #17 | MICRON TECHNOLOGY INC (MU) - 0.78% | ALPHABET INC CLASS C (GOOG) - 1.85% |
| #18 | INTEL CORP (INTC) - 0.76% | TEXAS INSTRUMENTS INC (TXN) - 1.85% |
| #19 | HCA HEALTHCARE INC (HCA) - 0.74% | CORNING INC (GLW) - 1.83% |
| #20 | FREEPORT-MCMORAN INC (FCX) - 0.66% | ANALOG DEVICES INC (ADI) - 1.41% |
| #21 | GILEAD SCIENCES INC (GILD) - 0.29% | MARVELL TECHNOLOGY INC (MRVL) - 1.36% |
| #22 | BRIDGEBIO PHARMA INC (BBIO) - 0.29% | CHEVRON CORP (CVX) - 1.35% |
| #23 | NEXTPOWER INC CLASS A (NXT) - 0.29% | THE GOLDMAN SACHS GROUP INC (GS) - 1.26% |
| #24 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.29% | CITIGROUP INC (C) - 1.18% |
| #25 | IONIS PHARMACEUTICALS INC (IONS) - 0.28% | MORGAN STANLEY (MS) - 0.99% |
| Total Holdings | 634 | 129 |
VFMO vs MTUM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VFMO
-4.53%
MTUM
-8.90%
3M
VFMO
+7.38%
Winner
MTUM
+15.92%
6M
VFMO
+13.29%
Winner
MTUM
+23.37%
1Y
Winner
VFMO
+35.16%
MTUM
+32.21%
5Y(CAGR)
VFMO
+13.85%
Winner
MTUM
+13.89%
10Y(CAGR)
VFMO
+15.14%
Winner
MTUM
+16.32%
Max(CAGR)
VFMO
+15.14%
Winner
MTUM
+16.08%
VFMO vs MTUM - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | VFMO | MTUM |
|---|---|---|
| 2026 | +20.82% | +24.68% |
| 2025 | +16.84% | +21.53% |
| 2024 | +28.26% | +35.37% |
| 2023 | +18.26% | +10.93% |
| 2022 | -13.05% | -18.43% |
| 2021 | +20.50% | +14.23% |
| 2020 | +30.80% | +29.42% |
| 2019 | +28.45% | +28.11% |
| 2018 | -11.41% | -2.42% |
| 2017 | N/A | +37.10% |
| 2016 | N/A | +7.16% |
| 2015 | N/A | +9.10% |
| 2014 | N/A | +15.81% |
| 2013 | N/A | +19.20% |
VFMO vs MTUM Drawdown Comparison
The maximum drawdown for VFMO was -36.77%, occurring on Mar 23, 2020. Recovery took 113 trading sessions.
The maximum drawdown for MTUM was -34.08%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current VFMO drawdown is -6.03%. The current MTUM drawdown is -8.90%.
| Rank | VFMO | MTUM |
|---|---|---|
| #1 | -36.77% Feb 19, 2020 - Jul 30, 2020 | -34.08% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -27.21% Sep 4, 2018 - Dec 20, 2019 | -32.28% Nov 3, 2021 - Mar 4, 2024 |
| #3 | -25.79% Nov 8, 2021 - Feb 2, 2024 | -22.12% Oct 1, 2018 - Jun 18, 2019 |
| #4 | -24.40% Nov 26, 2024 - Aug 12, 2025 | -20.99% Feb 18, 2025 - May 15, 2025 |
| #5 | -12.18% Jul 16, 2024 - Sep 19, 2024 | -15.75% Feb 12, 2021 - Aug 5, 2021 |
| #6 | -11.06% Feb 12, 2021 - Aug 11, 2021 | -12.96% Jul 10, 2024 - Sep 23, 2024 |
| #7 | -10.98% Oct 15, 2025 - Dec 11, 2025 | -12.95% Dec 29, 2015 - May 10, 2016 |
| #8 | -10.55% Feb 26, 2026 - Apr 9, 2026 | -12.49% Jun 22, 2026 - Jul 17, 2026 |
| #9 | -9.98% Oct 13, 2020 - Nov 23, 2020 | -11.54% Jan 29, 2026 - Apr 9, 2026 |
| #10 | -9.24% Jun 30, 2026 - Jul 20, 2026 | -10.79% Jul 20, 2015 - Nov 27, 2015 |
| #11 | -8.89% Sep 2, 2020 - Oct 5, 2020 | -10.31% Sep 2, 2020 - Nov 30, 2020 |
| #12 | -8.29% Mar 21, 2024 - May 15, 2024 | -10.23% Jan 26, 2018 - Jun 6, 2018 |
| #13 | -8.02% Mar 12, 2018 - May 16, 2018 | -8.90% Mar 5, 2014 - Jun 20, 2014 |
| #14 | -6.16% Jan 22, 2026 - Feb 25, 2026 | -8.58% Sep 18, 2014 - Oct 31, 2014 |
| #15 | -5.93% Dec 11, 2025 - Jan 6, 2026 | -8.18% Mar 7, 2024 - May 15, 2024 |
Correlation
Correlation between VFMO and MTUM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2013 - 2026)
VFMO vs MTUM dividend yield comparison.
| Year | VFMO | MTUM |
|---|---|---|
| 2026 | 0.30% | 0.18% |
| 2025 | 0.82% | 0.91% |
| 2024 | 0.72% | 0.75% |
| 2023 | 0.89% | 1.35% |
| 2022 | 1.72% | 1.80% |
| 2021 | 0.81% | 0.55% |
| 2020 | 0.45% | 0.83% |
| 2019 | 1.22% | 1.48% |
| 2018 | 0.70% | 1.27% |
| 2017 | 0.00% | 1.02% |
| 2016 | 0.00% | 1.43% |
| 2015 | 0.00% | 1.12% |
| 2014 | 0.00% | 1.04% |
| 2013 | 0.00% | 1.02% |
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