VFMO vs SPY
Comparison between VANGUARD U.S. MOMENTUM FACTOR ETF ETF SHARES (VFMO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceVFMO has outperformed SPY, delivering a return of +13.4% compared to +13.3%
VFMO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VFMO
$1.30B
Winner
SPY
$652B
Expense Ratio
VFMO
0.13%
Winner
SPY
0.09%
Max Drawdown
Winner
VFMO
36.92%
SPY
56.47%
Sharpe Ratio
VFMO
1.81
Winner
SPY
2.07
5Y Beta
VFMO
1.23
Winner
SPY
1.00
P/E Ratio
VFMO
116.07
Winner
SPY
28.24
Forward P/E
Winner
VFMO
17.77
SPY
21.85
5Y Dividends CAGR
Winner
VFMO
30.06%
SPY
5.43%
5Y EPS CAGR
VFMO
15.98%
Winner
SPY
25.79%
Debt to Equity
VFMO
N/A
SPY
22.35%
P/S Ratio
Winner
VFMO
1.93
SPY
3.55
P/B Ratio
Winner
VFMO
4.55
SPY
5.29
VFMO vs SPY - Holdings Comparison
VFMO and SPY have 132 common holdings. Overlap is 21.60%
VFMO's top 25 holdings weight is 23.34%. SPY's top 25 holdings weight is 51.32%.
| Rank | VFMO | SPY |
|---|---|---|
| #1 | SLBBH1142 (n/a) - 1.47% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | MICRON TECHNOLOGY INC (MU) - 1.25% | APPLE INC (AAPL) - 6.48% |
| #3 | HOWMET AEROSPACE INC (HWM) - 1.14% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 1.10% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | NEWMONT CORP (NEM) - 1.08% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | AMPHENOL CORP CLASS A (APH) - 1.05% | BROADCOM INC (AVGO) - 3.09% |
| #7 | GE VERNOVA INC (GEV) - 1.04% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | LAM RESEARCH CORP (LRCX) - 1.03% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | n/a (PLTR) - 0.98% | TESLA INC (TSLA) - 1.73% |
| #10 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.94% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | BROADCOM INC (AVGO) - 0.94% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | BANK OF NEW YORK MELLON CORP (BK) - 0.92% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | JOHNSON & JOHNSON (JNJ) - 0.89% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | KLA CORP (KLAC) - 0.86% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | ADVANCED MICRO DEVICES INC (AMD) - 0.84% | WALMART INC (WMT) - 0.91% |
| #16 | n/a (JCI) - 0.84% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | HCA HEALTHCARE INC (HCA) - 0.82% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | CLOUDFLARE INC (NET) - 0.82% | VISA INC CLASS A (V) - 0.85% |
| #19 | CVS HEALTH CORP (CVS) - 0.79% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | INTEL CORP (INTC) - 0.78% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.78% | INTEL CORP (INTC) - 0.65% |
| #22 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.77% | NETFLIX INC (NFLX) - 0.64% |
| #23 | GE AEROSPACE (GE) - 0.76% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | ABBVIE INC (ABBV) - 0.75% | CHEVRON CORP (CVX) - 0.58% |
| #25 | ALPHABET INC CLASS C (GOOG) - 0.70% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 667 | 505 |
VFMO vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VFMO
+9.20%
SPY
+9.11%
3M
Winner
VFMO
+9.97%
SPY
+6.59%
6M
Winner
VFMO
+21.09%
SPY
+10.56%
1Y
Winner
VFMO
+46.88%
SPY
+32.04%
5Y(CAGR)
Winner
VFMO
+13.44%
SPY
+13.35%
10Y(CAGR)
VFMO
+15.19%
Winner
SPY
+15.49%
Max(CAGR)
Winner
VFMO
+15.19%
SPY
+8.50%
VFMO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VFMO | SPY |
|---|---|---|
| 2026 | +17.84% | +8.27% |
| 2025 | +16.84% | +18.00% |
| 2024 | +28.26% | +25.59% |
| 2023 | +18.26% | +26.72% |
| 2022 | -13.05% | -18.64% |
| 2021 | +20.50% | +30.52% |
| 2020 | +30.80% | +17.28% |
| 2019 | +28.45% | +31.09% |
| 2018 | -11.41% | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
VFMO vs SPY Drawdown Comparison
The maximum drawdown for VFMO was -36.77%, occurring on Mar 23, 2020. Recovery took 113 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current VFMO drawdown is -1.22%.
| Rank | VFMO | SPY |
|---|---|---|
| #1 | -36.77% Feb 19, 2020 - Jul 30, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -27.21% Sep 4, 2018 - Dec 20, 2019 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -25.79% Nov 8, 2021 - Feb 2, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -24.40% Nov 26, 2024 - Aug 12, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -12.18% Jul 16, 2024 - Sep 19, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -11.06% Feb 12, 2021 - Aug 11, 2021 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -10.98% Oct 15, 2025 - Dec 11, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -10.55% Feb 26, 2026 - Apr 9, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.98% Oct 13, 2020 - Nov 23, 2020 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -8.89% Sep 2, 2020 - Oct 5, 2020 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.29% Mar 21, 2024 - May 15, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.02% Mar 12, 2018 - May 16, 2018 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.16% Jan 22, 2026 - Feb 25, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.93% Dec 11, 2025 - Jan 6, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.83% Aug 12, 2021 - Aug 27, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between VFMO and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
VFMO vs SPY dividend yield comparison.
| Year | VFMO | SPY |
|---|---|---|
| 2026 | 0.10% | 0.24% |
| 2025 | 0.82% | 1.07% |
| 2024 | 0.72% | 1.21% |
| 2023 | 0.89% | 1.40% |
| 2022 | 1.72% | 1.65% |
| 2021 | 0.81% | 1.20% |
| 2020 | 0.45% | 1.52% |
| 2019 | 1.22% | 1.75% |
| 2018 | 0.70% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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