VFMO vs SPGM
Comparison between VANGUARD U.S. MOMENTUM FACTOR ETF ETF SHARES (VFMO, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
5-Year PerformanceVFMO has outperformed SPGM, delivering a return of +13.0% compared to +10.9%
VFMO vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VFMO
$1.60B
SPGM
$1.60B
Expense Ratio
VFMO
0.13%
Winner
SPGM
0.09%
Max Drawdown
VFMO
36.92%
Winner
SPGM
33.97%
Sharpe Ratio
VFMO
1.43
Winner
SPGM
1.66
5Y Beta
VFMO
1.24
Winner
SPGM
0.90
P/E Ratio
VFMO
75.48
Winner
SPGM
27.64
Forward P/E
Winner
VFMO
17.24
SPGM
20.31
5Y Dividends CAGR
Winner
VFMO
30.06%
SPGM
13.19%
5Y EPS CAGR
VFMO
14.80%
Winner
SPGM
23.98%
Debt to Equity
VFMO
24.95%
SPGM
N/A
P/S Ratio
VFMO
1.68
Winner
SPGM
0.31
P/B Ratio
Winner
VFMO
4.21
SPGM
4.80
VFMO vs SPGM - Holdings Comparison
VFMO and SPGM have 256 common holdings. Overlap is 16.78%
VFMO's top 25 holdings weight is 21.12%. SPGM's top 25 holdings weight is 29.28%.
| Rank | VFMO | SPGM |
|---|---|---|
| #1 | SLBBH1142 (n/a) - 1.18% | NVIDIA CORP (NVDA) - 4.15% |
| #2 | GE VERNOVA INC (GEV) - 1.14% | APPLE INC (AAPL) - 3.64% |
| #3 | LAM RESEARCH CORP (LRCX) - 1.08% | MICROSOFT CORP (MSFT) - 2.61% |
| #4 | JOHNSON & JOHNSON (JNJ) - 1.02% | AMAZON.COM INC (AMZN) - 1.85% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 0.98% | ALPHABET INC CLASS A (GOOGL) - 1.53% |
| #6 | NEWMONT CORP (NEM) - 0.97% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #7 | KLA CORP (KLAC) - 0.97% | BROADCOM INC (AVGO) - 1.40% |
| #8 | VERTIV HOLDINGS CO CLASS A (VRT) - 0.92% | n/a (TSM) - 1.38% |
| #9 | ALPHABET INC CLASS A (GOOGL) - 0.89% | META PLATFORMS INC CLASS A (META) - 1.29% |
| #10 | AMPHENOL CORP CLASS A (APH) - 0.87% | TESLA INC (TSLA) - 1.06% |
| #11 | HOWMET AEROSPACE INC (HWM) - 0.86% | JPMORGAN CHASE & CO (JPM) - 0.90% |
| #12 | APPLIED MATERIALS INC (AMAT) - 0.85% | EXXON MOBIL CORP (XOM) - 0.80% |
| #13 | GENERAL MOTORS CO (GM) - 0.84% | ELI LILLY AND CO (LLY) - 0.70% |
| #14 | BANK OF NEW YORK MELLON CORP (BNY) - 0.84% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66% |
| #15 | CORNING INC (GLW) - 0.84% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63% |
| #16 | CATERPILLAR INC (CAT) - 0.81% | VISA INC CLASS A (V) - 0.58% |
| #17 | MICRON TECHNOLOGY INC (MU) - 0.78% | ASML HOLDING NV (n/a) - 0.56% |
| #18 | INTEL CORP (INTC) - 0.76% | CHEVRON CORP (CVX) - 0.53% |
| #19 | HCA HEALTHCARE INC (HCA) - 0.74% | COSTCO WHOLESALE CORP (COST) - 0.52% |
| #20 | FREEPORT-MCMORAN INC (FCX) - 0.66% | WALMART INC (WMT) - 0.51% |
| #21 | CENCORA INC (COR) - 0.63% | JOHNSON & JOHNSON (JNJ) - 0.51% |
| #22 | RTX CORP (RTX) - 0.63% | CHUBB LTD (CB) - 0.50% |
| #23 | GE AEROSPACE (GE) - 0.62% | TENCENT HOLDINGS LTD (n/a) - 0.50% |
| #24 | NORTHROP GRUMMAN CORP (NOC) - 0.62% | NESTLE SA (n/a) - 0.50% |
| #25 | BROADCOM INC (AVGO) - 0.62% | CATERPILLAR INC (CAT) - 0.45% |
| Total Holdings | 674 | 2333 |
VFMO vs SPGM - Historical Returns
Returns include dividend reinvestment.
1M
VFMO
-0.16%
Winner
SPGM
+1.35%
3M
Winner
VFMO
+12.56%
SPGM
+7.82%
6M
Winner
VFMO
+17.18%
SPGM
+10.30%
1Y
Winner
VFMO
+38.32%
SPGM
+28.47%
5Y(CAGR)
Winner
VFMO
+12.96%
SPGM
+10.91%
10Y(CAGR)
Winner
VFMO
+14.93%
SPGM
+12.62%
Max(CAGR)
Winner
VFMO
+14.93%
SPGM
+11.24%
VFMO vs SPGM - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | VFMO | SPGM |
|---|---|---|
| 2026 | +16.90% | +9.17% |
| 2025 | +16.84% | +23.70% |
| 2024 | +28.26% | +17.65% |
| 2023 | +18.26% | +21.33% |
| 2022 | -13.05% | -17.95% |
| 2021 | +20.50% | +20.77% |
| 2020 | +30.80% | +14.24% |
| 2019 | +28.45% | +26.23% |
| 2018 | -11.41% | -10.47% |
| 2017 | N/A | +22.11% |
| 2016 | N/A | +10.39% |
| 2015 | N/A | -2.10% |
| 2014 | N/A | +11.58% |
| 2013 | N/A | +20.65% |
| 2012 | N/A | +1.33% |
VFMO vs SPGM Drawdown Comparison
The maximum drawdown for VFMO was -36.77%, occurring on Mar 23, 2020. Recovery took 113 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current VFMO drawdown is -4.59%. The current SPGM drawdown is -3.37%.
| Rank | VFMO | SPGM |
|---|---|---|
| #1 | -36.77% Feb 19, 2020 - Jul 30, 2020 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -27.21% Sep 4, 2018 - Dec 20, 2019 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -25.79% Nov 8, 2021 - Feb 2, 2024 | -21.99% Jun 18, 2015 - Jan 24, 2017 |
| #4 | -24.40% Nov 26, 2024 - Aug 12, 2025 | -19.40% Jan 26, 2018 - Oct 24, 2019 |
| #5 | -12.18% Jul 16, 2024 - Sep 19, 2024 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -11.06% Feb 12, 2021 - Aug 11, 2021 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -10.98% Oct 15, 2025 - Dec 11, 2025 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -10.55% Feb 26, 2026 - Apr 9, 2026 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -9.98% Oct 13, 2020 - Nov 23, 2020 | -8.97% Dec 16, 2013 - May 27, 2014 |
| #10 | -8.89% Sep 2, 2020 - Oct 5, 2020 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #11 | -8.29% Mar 21, 2024 - May 15, 2024 | -8.37% May 21, 2013 - Aug 8, 2013 |
| #12 | -8.02% Mar 12, 2018 - May 16, 2018 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #13 | -6.16% Jan 22, 2026 - Feb 25, 2026 | -6.08% Sep 17, 2012 - Dec 18, 2012 |
| #14 | -5.93% Dec 11, 2025 - Jan 6, 2026 | -5.52% Sep 3, 2021 - Oct 25, 2021 |
| #15 | -5.83% Aug 12, 2021 - Aug 27, 2021 | -5.28% Nov 8, 2021 - Jan 4, 2022 |
Correlation
Correlation between VFMO and SPGM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2012 - 2026)
VFMO vs SPGM dividend yield comparison.
| Year | VFMO | SPGM |
|---|---|---|
| 2026 | 0.10% | 0.80% |
| 2025 | 0.82% | 1.89% |
| 2024 | 0.72% | 1.98% |
| 2023 | 0.89% | 2.09% |
| 2022 | 1.72% | 2.37% |
| 2021 | 0.81% | 1.94% |
| 2020 | 0.45% | 1.45% |
| 2019 | 1.22% | 2.46% |
| 2018 | 0.70% | 1.89% |
| 2017 | 0.00% | 2.29% |
| 2016 | 0.00% | 1.87% |
| 2015 | 0.00% | 3.70% |
| 2014 | 0.00% | 2.18% |
| 2013 | 0.00% | 1.75% |
| 2012 | 0.00% | 2.26% |
Select Stocks to Compare
Popular: VFMO vs SPYSPGM vs SPY
More Comparisons
Compare with similar stocks