VFMO vs RWJ
Comparison between VANGUARD U.S. MOMENTUM FACTOR ETF ETF SHARES (VFMO, ETF) and INVESCO S&P SMALLCAP 600 REVENUE ETF (RWJ, ETF).
5-Year PerformanceVFMO has outperformed RWJ, delivering a return of +14.3% compared to +10.5%
VFMO vs RWJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VFMO
$2B
RWJ
$2B
Expense Ratio
Winner
VFMO
0.13%
RWJ
0.39%
Max Drawdown
Winner
VFMO
36.92%
RWJ
56.26%
Sharpe Ratio
VFMO
1.25
Winner
RWJ
1.34
5Y Beta
VFMO
1.25
Winner
RWJ
1.05
P/E Ratio
Winner
VFMO
107.47
RWJ
173.24
Forward P/E
VFMO
16.69
Winner
RWJ
12.48
5Y Dividends CAGR
Winner
VFMO
23.76%
RWJ
23.39%
5Y EPS CAGR
Winner
VFMO
14.57%
RWJ
7.58%
Debt to Equity
Winner
VFMO
13.63%
RWJ
102.76%
P/S Ratio
VFMO
1.80
Winner
RWJ
0.38
P/B Ratio
VFMO
4.00
Winner
RWJ
1.64
VFMO vs RWJ - Holdings Comparison
VFMO and RWJ have 131 common holdings. Overlap is 8.10%
VFMO's top 25 holdings weight is 19.44%. RWJ's top 25 holdings weight is 27.15%.
| Rank | VFMO | RWJ |
|---|---|---|
| #1 | SLBBH1142 (n/a) - 1.18% | MOLINA HEALTHCARE INC (MOH) - 3.26% |
| #2 | GE VERNOVA INC (GEV) - 1.14% | WORLD KINECT CORP (WKC) - 2.50% |
| #3 | LAM RESEARCH CORP (LRCX) - 1.08% | UNITED NATURAL FOODS INC (UNFI) - 1.82% |
| #4 | JOHNSON & JOHNSON (JNJ) - 1.02% | CARMAX INC (KMX) - 1.80% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 0.98% | LINCOLN NATIONAL CORP (LNC) - 1.32% |
| #6 | KLA CORP (KLAC) - 0.97% | GROUP 1 AUTOMOTIVE INC (GPI) - 1.29% |
| #7 | NEWMONT CORP (NEM) - 0.97% | MANPOWERGROUP INC (MAN) - 1.28% |
| #8 | VERTIV HOLDINGS CO CLASS A (VRT) - 0.92% | ASBURY AUTOMOTIVE GROUP INC (ABG) - 1.18% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 0.89% | SONIC AUTOMOTIVE INC CLASS A (SAH) - 1.06% |
| #10 | AMPHENOL CORP CLASS A (APH) - 0.87% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.99% |
| #11 | HOWMET AEROSPACE INC (HWM) - 0.86% | KOHL'S CORP (KSS) - 0.98% |
| #12 | APPLIED MATERIALS INC (AMAT) - 0.85% | LKQ CORP (LKQ) - 0.86% |
| #13 | GENERAL MOTORS CO (GM) - 0.84% | AMENTUM HOLDINGS INC (AMTM) - 0.85% |
| #14 | BANK OF NEW YORK MELLON CORP (BNY) - 0.84% | ADIENT PLC (ADNT) - 0.83% |
| #15 | CORNING INC (GLW) - 0.84% | n/a (DXC) - 0.82% |
| #16 | CATERPILLAR INC (CAT) - 0.81% | JETBLUE AIRWAYS CORP (JBLU) - 0.73% |
| #17 | MICRON TECHNOLOGY INC (MU) - 0.78% | MOHAWK INDUSTRIES INC (MHK) - 0.73% |
| #18 | INTEL CORP (INTC) - 0.76% | CAESARS ENTERTAINMENT INC (CZR) - 0.72% |
| #19 | HCA HEALTHCARE INC (HCA) - 0.74% | CUSHMAN & WAKEFIELD LTD (CWK) - 0.66% |
| #20 | FREEPORT-MCMORAN INC (FCX) - 0.66% | ANDERSONS INC (ANDE) - 0.65% |
| #21 | GILEAD SCIENCES INC (GILD) - 0.29% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.61% |
| #22 | BRIDGEBIO PHARMA INC (BBIO) - 0.29% | THE CAMPBELL'S CO (CPB) - 0.57% |
| #23 | NEXTPOWER INC CLASS A (NXT) - 0.29% | INSIGHT ENTERPRISES INC (NSIT) - 0.55% |
| #24 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.29% | ABM INDUSTRIES INC (ABM) - 0.55% |
| #25 | IONIS PHARMACEUTICALS INC (IONS) - 0.28% | CELANESE CORP CLASS A (CE) - 0.54% |
| Total Holdings | 634 | 598 |
VFMO vs RWJ - Historical Returns
Returns include dividend reinvestment.
1M
VFMO
-2.53%
Winner
RWJ
+2.08%
3M
VFMO
+8.84%
Winner
RWJ
+11.83%
6M
VFMO
+14.86%
Winner
RWJ
+15.03%
1Y
Winner
VFMO
+36.12%
RWJ
+33.07%
5Y(CAGR)
Winner
VFMO
+14.25%
RWJ
+10.52%
10Y(CAGR)
Winner
VFMO
+15.22%
RWJ
+13.14%
Max(CAGR)
Winner
VFMO
+15.22%
RWJ
+12.48%
VFMO vs RWJ - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | VFMO | RWJ |
|---|---|---|
| 2026 | +21.18% | +22.25% |
| 2025 | +16.84% | +8.28% |
| 2024 | +28.26% | +11.98% |
| 2023 | +18.26% | +16.69% |
| 2022 | -13.05% | -12.27% |
| 2021 | +20.50% | +54.19% |
| 2020 | +30.80% | +21.02% |
| 2019 | +28.45% | +17.99% |
| 2018 | -11.41% | -18.19% |
| 2017 | N/A | +4.20% |
| 2016 | N/A | +32.88% |
| 2015 | N/A | -7.94% |
| 2014 | N/A | +7.70% |
| 2013 | N/A | +41.60% |
| 2012 | N/A | +16.48% |
| 2011 | N/A | -2.72% |
| 2010 | N/A | +22.38% |
| 2009 | N/A | +44.07% |
| 2008 | N/A | -27.28% |
VFMO vs RWJ Drawdown Comparison
The maximum drawdown for VFMO was -36.77%, occurring on Mar 23, 2020. Recovery took 113 trading sessions.
The maximum drawdown for RWJ was -55.96%, occurring on Mar 9, 2009. Recovery took 267 trading sessions.
The current VFMO drawdown is -5.75%. The current RWJ drawdown is -0.43%.
| Rank | VFMO | RWJ |
|---|---|---|
| #1 | -36.77% Feb 19, 2020 - Jul 30, 2020 | -55.96% Sep 19, 2008 - Oct 12, 2009 |
| #2 | -27.21% Sep 4, 2018 - Dec 20, 2019 | -51.34% Aug 22, 2018 - Nov 23, 2020 |
| #3 | -25.79% Nov 8, 2021 - Feb 2, 2024 | -29.29% Nov 25, 2024 - Sep 18, 2025 |
| #4 | -24.40% Nov 26, 2024 - Aug 12, 2025 | -27.42% Jul 7, 2011 - Feb 2, 2012 |
| #5 | -12.18% Jul 16, 2024 - Sep 19, 2024 | -25.83% Jun 23, 2015 - Nov 10, 2016 |
| #6 | -11.06% Feb 12, 2021 - Aug 11, 2021 | -25.57% Nov 16, 2021 - Mar 21, 2024 |
| #7 | -10.98% Oct 15, 2025 - Dec 11, 2025 | -22.98% Apr 23, 2010 - Dec 9, 2010 |
| #8 | -10.55% Feb 26, 2026 - Apr 9, 2026 | -15.40% Mar 26, 2012 - Sep 13, 2012 |
| #9 | -9.98% Oct 13, 2020 - Nov 23, 2020 | -14.85% Jun 5, 2008 - Sep 19, 2008 |
| #10 | -8.89% Sep 2, 2020 - Oct 5, 2020 | -13.64% Oct 15, 2009 - Jan 7, 2010 |
| #11 | -8.29% Mar 21, 2024 - May 15, 2024 | -13.63% Jul 3, 2014 - Dec 26, 2014 |
| #12 | -8.02% Mar 12, 2018 - May 16, 2018 | -12.72% Jun 8, 2021 - Nov 3, 2021 |
| #13 | -7.12% Jun 30, 2026 - Jul 13, 2026 | -12.59% Jan 27, 2021 - Mar 5, 2021 |
| #14 | -6.16% Jan 22, 2026 - Feb 25, 2026 | -12.32% Feb 21, 2017 - Oct 2, 2017 |
| #15 | -5.93% Dec 11, 2025 - Jan 6, 2026 | -12.23% Mar 12, 2021 - Jun 1, 2021 |
Correlation
Correlation between VFMO and RWJ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2008 - 2026)
VFMO vs RWJ dividend yield comparison.
| Year | VFMO | RWJ |
|---|---|---|
| 2026 | 0.30% | 0.52% |
| 2025 | 0.82% | 1.11% |
| 2024 | 0.72% | 1.15% |
| 2023 | 0.89% | 1.34% |
| 2022 | 1.72% | 1.02% |
| 2021 | 0.81% | 0.61% |
| 2020 | 0.45% | 0.89% |
| 2019 | 1.22% | 1.22% |
| 2018 | 0.70% | 1.44% |
| 2017 | 0.00% | 1.11% |
| 2016 | 0.00% | 0.61% |
| 2015 | 0.00% | 0.74% |
| 2014 | 0.00% | 0.57% |
| 2013 | 0.00% | 1.27% |
| 2012 | 0.00% | 1.34% |
| 2011 | 0.00% | 0.37% |
| 2010 | 0.00% | 0.39% |
| 2009 | 0.00% | 0.24% |
| 2008 | 0.00% | 0.85% |
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