VOOG vs MTUM
Comparison between VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES (VOOG, ETF) and ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM, ETF).
5-Year PerformanceVOOG has outperformed MTUM, delivering a return of +18.5% compared to +15.5%
VOOG vs MTUM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VOOG
$27B
Winner
MTUM
$27B
Expense Ratio
Winner
VOOG
0.07%
MTUM
0.15%
Max Drawdown
Winner
VOOG
33.14%
MTUM
34.08%
Sharpe Ratio
VOOG
1.34
Winner
MTUM
1.61
5Y Beta
Winner
VOOG
1.22
MTUM
1.22
P/E Ratio
Winner
VOOG
29.86
MTUM
41.17
Forward P/E
Winner
VOOG
24.32
MTUM
25.04
PEG Ratio
VOOG
0.49
Winner
MTUM
0.29
5Y Dividends CAGR
VOOG
11.71%
Winner
MTUM
15.86%
5Y EPS CAGR
Winner
VOOG
34.68%
MTUM
21.13%
Debt to Equity
Winner
VOOG
10.98%
MTUM
40.48%
P/S Ratio
VOOG
5.84
Winner
MTUM
4.42
P/B Ratio
VOOG
8.54
Winner
MTUM
6.76
VOOG vs MTUM - Holdings Comparison
VOOG and MTUM have 35 common holdings. Overlap is 16.57%
VOOG's top 25 holdings weight is 73.29%. MTUM's top 25 holdings weight is 67.19%.
| Rank | VOOG | MTUM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.53% | MICRON TECHNOLOGY INC (MU) - 6.41% |
| #2 | APPLE INC (AAPL) - 5.96% | ADVANCED MICRO DEVICES INC (AMD) - 4.90% |
| #3 | MICROSOFT CORP (MSFT) - 5.96% | INTEL CORP (INTC) - 4.66% |
| #4 | BROADCOM INC (AVGO) - 5.94% | BROADCOM INC (AVGO) - 4.57% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.83% | CATERPILLAR INC (CAT) - 3.94% |
| #6 | ALPHABET INC CLASS C (GOOG) - 4.68% | EXXON MOBIL CORP (XOM) - 3.47% |
| #7 | META PLATFORMS INC CLASS A (META) - 4.40% | LAM RESEARCH CORP (LRCX) - 3.32% |
| #8 | AMAZON.COM INC (AMZN) - 4.11% | JOHNSON & JOHNSON (JNJ) - 3.14% |
| #9 | TESLA INC (TSLA) - 3.78% | APPLIED MATERIALS INC (AMAT) - 2.93% |
| #10 | ELI LILLY AND CO (LLY) - 2.68% | GE VERNOVA INC (GEV) - 2.74% |
| #11 | VISA INC CLASS A (V) - 1.78% | WALMART INC (WMT) - 2.71% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.54% | CISCO SYSTEMS INC (CSCO) - 2.54% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.45% | ALPHABET INC CLASS A (GOOGL) - 2.53% |
| #14 | NETFLIX INC (NFLX) - 1.43% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.10% |
| #15 | MASTERCARD INC CLASS A (MA) - 1.42% | WESTERN DIGITAL CORP (WDC) - 2.04% |
| #16 | COSTCO WHOLESALE CORP (COST) - 1.27% | ALPHABET INC CLASS C (GOOG) - 1.97% |
| #17 | n/a (PLTR) - 1.20% | TEXAS INSTRUMENTS INC (TXN) - 1.88% |
| #18 | ORACLE CORP (ORCL) - 1.05% | KLA CORP (KLAC) - 1.72% |
| #19 | WALMART INC (WMT) - 1.02% | CHEVRON CORP (CVX) - 1.59% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90% | ANALOG DEVICES INC (ADI) - 1.54% |
| #21 | CATERPILLAR INC (CAT) - 0.84% | CORNING INC (GLW) - 1.52% |
| #22 | SALESFORCE INC (CRM) - 0.69% | MARVELL TECHNOLOGY INC (MRVL) - 1.40% |
| #23 | INTUITIVE SURGICAL INC (ISRG) - 0.64% | THE GOLDMAN SACHS GROUP INC (GS) - 1.34% |
| #24 | AMERICAN EXPRESS CO (AXP) - 0.62% | CITIGROUP INC (C) - 1.19% |
| #25 | UBER TECHNOLOGIES INC (UBER) - 0.57% | MORGAN STANLEY (MS) - 1.04% |
| Total Holdings | 220 | 129 |
VOOG vs MTUM - Historical Returns
Returns include dividend reinvestment.
1M
VOOG
-2.03%
Winner
MTUM
+8.73%
3M
VOOG
+16.61%
Winner
MTUM
+35.00%
6M
VOOG
+8.20%
Winner
MTUM
+29.92%
1Y
VOOG
+30.22%
Winner
MTUM
+41.78%
5Y(CAGR)
Winner
VOOG
+18.51%
MTUM
+15.48%
10Y(CAGR)
Winner
VOOG
+23.45%
MTUM
+17.24%
Max(CAGR)
Winner
VOOG
+23.76%
MTUM
+16.60%
VOOG vs MTUM - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | VOOG | MTUM |
|---|---|---|
| 2026 | +9.41% | +30.74% |
| 2025 | +25.39% | +21.53% |
| 2024 | +41.68% | +35.37% |
| 2023 | +39.84% | +10.93% |
| 2022 | -26.93% | -18.43% |
| 2021 | +37.93% | +14.23% |
| 2020 | +38.45% | +29.42% |
| 2019 | +40.18% | +28.11% |
| 2018 | +4.97% | -2.42% |
| 2017 | +35.44% | +37.10% |
| 2016 | +17.18% | +7.16% |
| 2015 | +13.94% | +9.10% |
| 2014 | +23.63% | +15.81% |
| 2013 | +40.51% | +19.20% |
| 2012 | +23.23% | N/A |
| 2011 | +12.27% | N/A |
| 2010 | +17.86% | N/A |
VOOG vs MTUM Drawdown Comparison
The maximum drawdown for VOOG was -30.74%, occurring on Oct 14, 2022. Recovery took 500 trading sessions.
The maximum drawdown for MTUM was -34.08%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current VOOG drawdown is -5.49%. The current MTUM drawdown is -4.48%.
| Rank | VOOG | MTUM |
|---|---|---|
| #1 | -30.74% Dec 27, 2021 - Dec 21, 2023 | -34.08% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -30.49% Feb 19, 2020 - Jun 5, 2020 | -32.28% Nov 3, 2021 - Mar 4, 2024 |
| #3 | -21.57% Feb 19, 2025 - Jun 10, 2025 | -22.12% Oct 1, 2018 - Jun 18, 2019 |
| #4 | -19.71% Oct 1, 2018 - Mar 29, 2019 | -20.99% Feb 18, 2025 - May 15, 2025 |
| #5 | -15.44% Jul 7, 2011 - Dec 27, 2011 | -15.75% Feb 12, 2021 - Aug 5, 2021 |
| #6 | -12.86% Jul 10, 2024 - Oct 9, 2024 | -12.96% Jul 10, 2024 - Sep 23, 2024 |
| #7 | -12.78% Jan 28, 2026 - Apr 14, 2026 | -12.95% Dec 29, 2015 - May 10, 2016 |
| #8 | -12.45% Dec 29, 2015 - Mar 29, 2016 | -11.54% Jan 29, 2026 - Apr 9, 2026 |
| #9 | -11.79% Jul 20, 2015 - Oct 23, 2015 | -10.79% Jul 20, 2015 - Nov 27, 2015 |
| #10 | -10.27% Sep 2, 2020 - Dec 1, 2020 | -10.31% Sep 2, 2020 - Nov 30, 2020 |
| #11 | -9.99% Jan 26, 2018 - Jun 1, 2018 | -10.23% Jan 26, 2018 - Jun 6, 2018 |
| #12 | -8.64% Feb 12, 2021 - Apr 5, 2021 | -8.90% Mar 5, 2014 - Jun 20, 2014 |
| #13 | -8.51% Apr 2, 2012 - Jul 3, 2012 | -8.58% Sep 18, 2014 - Oct 31, 2014 |
| #14 | -7.63% Oct 4, 2012 - Jan 2, 2013 | -8.18% Mar 7, 2024 - May 15, 2024 |
| #15 | -7.08% Jun 1, 2026 - Jun 10, 2026 | -7.82% Oct 29, 2025 - Jan 6, 2026 |
Correlation
Correlation between VOOG and MTUM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2010 - 2026)
VOOG vs MTUM dividend yield comparison.
| Year | VOOG | MTUM |
|---|---|---|
| 2026 | 0.72% | 0.18% |
| 2025 | 2.94% | 0.91% |
| 2024 | 2.93% | 0.75% |
| 2023 | 6.75% | 1.35% |
| 2022 | 5.60% | 1.80% |
| 2021 | 3.20% | 0.55% |
| 2020 | 5.30% | 0.83% |
| 2019 | 7.55% | 1.48% |
| 2018 | 8.05% | 1.27% |
| 2017 | 7.95% | 1.02% |
| 2016 | 8.81% | 1.43% |
| 2015 | 9.37% | 1.12% |
| 2014 | 7.71% | 1.04% |
| 2013 | 8.77% | 1.02% |
| 2012 | 10.52% | 0.00% |
| 2011 | 9.57% | 0.00% |
| 2010 | 2.15% | 0.00% |
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