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 +15.2% compared to +13.6%

VOOG vs MTUM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VOOG(ETF)	MTUM(ETF)
Net Assets	$21B	$20B
Expense Ratio	0.07%	0.15%
Max Drawdown	33.14%	34.08%
Sharpe Ratio	2.00	1.76
5Y Beta	1.21	1.19
P/E Ratio	32.01	33.91
Forward P/E	25.94	21.60
PEG Ratio	0.61	0.27
5Y Dividends CAGR	11.71%	13.21%
5Y EPS CAGR	34.08%	28.90%
Debt to Equity	30.90%	38.09%
P/S Ratio	6.42	3.61
P/B Ratio	8.94	6.31

Net Assets

Winner

VOOG

$21B

MTUM

$20B

Expense Ratio

Winner

VOOG

0.07%

MTUM

0.15%

Max Drawdown

Winner

VOOG

33.14%

MTUM

34.08%

Sharpe Ratio

Winner

VOOG

2.00

MTUM

1.76

5Y Beta

VOOG

1.21

Winner

MTUM

1.19

P/E Ratio

Winner

VOOG

32.01

MTUM

33.91

Forward P/E

VOOG

25.94

Winner

MTUM

21.60

PEG Ratio

VOOG

0.61

Winner

MTUM

0.27

5Y Dividends CAGR

VOOG

11.71%

Winner

MTUM

13.21%

5Y EPS CAGR

Winner

VOOG

34.08%

MTUM

28.90%

Debt to Equity

Winner

VOOG

30.90%

MTUM

38.09%

P/S Ratio

VOOG

6.42

Winner

MTUM

3.61

P/B Ratio

VOOG

8.94

Winner

MTUM

6.31

VOOG vs MTUM - Holdings Comparison

VOOG and MTUM have 44 common holdings. Overlap is 28.17%

VOOG's top 25 holdings weight is 73.29%. MTUM's top 25 holdings weight is 68.38%.

Rank	VOOG	MTUM
#1	NVIDIA CORP (NVDA) - 13.53%	MICRON TECHNOLOGY INC (MU) - 5.71%
#2	APPLE INC (AAPL) - 5.96%	BROADCOM INC (AVGO) - 5.47%
#3	MICROSOFT CORP (MSFT) - 5.96%	NVIDIA CORP (NVDA) - 5.10%
#4	BROADCOM INC (AVGO) - 5.94%	ADVANCED MICRO DEVICES INC (AMD) - 3.85%
#5	ALPHABET INC CLASS A (GOOGL) - 5.83%	JOHNSON & JOHNSON (JNJ) - 3.73%
#6	ALPHABET INC CLASS C (GOOG) - 4.68%	LAM RESEARCH CORP (LRCX) - 3.68%
#7	META PLATFORMS INC CLASS A (META) - 4.40%	INTEL CORP (INTC) - 3.49%
#8	AMAZON.COM INC (AMZN) - 4.11%	EXXON MOBIL CORP (XOM) - 3.34%
#9	TESLA INC (TSLA) - 3.78%	CATERPILLAR INC (CAT) - 3.02%
#10	ELI LILLY AND CO (LLY) - 2.68%	JPMORGAN CHASE & CO (JPM) - 2.89%
#11	VISA INC CLASS A (V) - 1.78%	ALPHABET INC CLASS A (GOOGL) - 2.71%
#12	JPMORGAN CHASE & CO (JPM) - 1.54%	WALMART INC (WMT) - 2.70%
#13	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.45%	GE VERNOVA INC (GEV) - 2.65%
#14	NETFLIX INC (NFLX) - 1.43%	APPLIED MATERIALS INC (AMAT) - 2.45%
#15	MASTERCARD INC CLASS A (MA) - 1.42%	ALPHABET INC CLASS C (GOOG) - 2.21%
#16	COSTCO WHOLESALE CORP (COST) - 1.27%	GE AEROSPACE (GE) - 1.89%
#17	n/a (PLTR) - 1.20%	KLA CORP (KLAC) - 1.76%
#18	ORACLE CORP (ORCL) - 1.05%	THE GOLDMAN SACHS GROUP INC (GS) - 1.74%
#19	WALMART INC (WMT) - 1.02%	n/a (PLTR) - 1.58%
#20	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.90%	AMPHENOL CORP CLASS A (APH) - 1.58%
#21	CATERPILLAR INC (CAT) - 0.84%	RTX CORP (RTX) - 1.46%
#22	SALESFORCE INC (CRM) - 0.69%	WESTERN DIGITAL CORP (WDC) - 1.43%
#23	INTUITIVE SURGICAL INC (ISRG) - 0.64%	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.35%
#24	AMERICAN EXPRESS CO (AXP) - 0.62%	MORGAN STANLEY (MS) - 1.33%
#25	UBER TECHNOLOGIES INC (UBER) - 0.57%	CORNING INC (GLW) - 1.26%
Total Holdings	220	128

VOOG vs MTUM - Historical Returns

Returns include dividend reinvestment.

Period	VOOG	MTUM
1 month	+14.01%	+16.24%
3 months	+10.98%	+17.34%
6 months	+12.04%	+22.04%
1 year	+40.42%	+39.79%
5 years(CAGR)	+15.25%	+13.61%
10 years(CAGR)	+18.03%	+16.50%
Max(CAGR)	+16.96%	+15.97%

VOOG

+14.01%

Winner

MTUM

+16.24%

VOOG

+10.98%

Winner

MTUM

+17.34%

VOOG

+12.04%

Winner

MTUM

+22.04%

Winner

VOOG

+40.42%

MTUM

+39.79%

5Y(CAGR)

Winner

VOOG

+15.25%

MTUM

+13.61%

10Y(CAGR)

Winner

VOOG

+18.03%

MTUM

+16.50%

Max(CAGR)

Winner

VOOG

+16.96%

MTUM

+15.97%

VOOG vs MTUM - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	VOOG	MTUM
2026	+10.26%	+19.52%
2025	+22.07%	+21.53%
2024	+38.05%	+35.37%
2023	+31.59%	+10.93%
2022	-30.01%	-18.43%
2021	+33.81%	+14.23%
2020	+31.48%	+29.42%
2019	+31.11%	+28.11%
2018	-1.19%	-2.42%
2017	+26.26%	+37.10%
2016	+8.82%	+7.16%
2015	+5.46%	+9.10%
2014	+15.66%	+15.81%
2013	+29.59%	+19.20%
2012	+12.99%	N/A
2011	+3.57%	N/A
2010	+15.80%	N/A

VOOG vs MTUM Drawdown Comparison

The maximum drawdown for VOOG was -32.74%, occurring on Oct 14, 2022. Recovery took 547 trading sessions.

The maximum drawdown for MTUM was -34.08%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.

Rank	VOOG	MTUM
#1	-32.74% Dec 27, 2021 - Mar 1, 2024	-34.08% Feb 19, 2020 - Jul 6, 2020
#2	-31.42% Feb 19, 2020 - Jun 10, 2020	-32.28% Nov 3, 2021 - Mar 4, 2024
#3	-22.18% Feb 19, 2025 - Jun 24, 2025	-22.12% Oct 1, 2018 - Jun 18, 2019
#4	-20.78% Oct 1, 2018 - Apr 23, 2019	-20.99% Feb 18, 2025 - May 15, 2025
#5	-16.17% Jul 7, 2011 - Feb 3, 2012	-15.75% Feb 12, 2021 - Aug 5, 2021
#6	-13.71% Oct 29, 2025 - Apr 15, 2026	-12.96% Jul 10, 2024 - Sep 23, 2024
#7	-13.25% Nov 3, 2015 - Jul 8, 2016	-12.95% Dec 29, 2015 - May 10, 2016
#8	-12.86% Jul 10, 2024 - Oct 14, 2024	-11.54% Jan 29, 2026 - Apr 9, 2026
#9	-11.79% Jul 20, 2015 - Oct 29, 2015	-10.79% Jul 20, 2015 - Nov 27, 2015
#10	-11.09% Sep 2, 2020 - Dec 4, 2020	-10.31% Sep 2, 2020 - Nov 30, 2020
#11	-9.99% Jan 26, 2018 - Jun 5, 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 - Aug 6, 2012	-8.58% Sep 18, 2014 - Oct 31, 2014
#14	-7.90% Sep 21, 2012 - Jan 22, 2013	-8.18% Mar 7, 2024 - May 15, 2024
#15	-7.40% Sep 18, 2014 - Oct 31, 2014	-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	0.12%	0.07%
2025	0.49%	0.91%
2024	0.49%	0.75%
2023	1.12%	1.35%
2022	0.93%	1.80%
2021	0.53%	0.55%
2020	0.88%	0.83%
2019	1.26%	1.48%
2018	1.34%	1.27%
2017	1.32%	1.02%
2016	1.47%	1.43%
2015	1.56%	1.12%
2014	1.28%	1.04%
2013	1.46%	1.02%
2012	1.75%	0.00%
2011	1.60%	0.00%
2010	0.36%	0.00%