Compare · 2 funds side by side · dividends reinvested

VFMO and MTUM

VFMOVanguard×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,540VFMO · best of the two

02 / 04

VFMO and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard U.S. Momentum Factor ETFUS Stock Styles · Factor0.13%0.63%+12.9%+10.0%+27.7%+10.6%−14.6%24.4%$1.9B1.4

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.67%+11.6%+10.2%+28.2%+9.2%−20.1%27.8%$17.4B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: VFMO 2018 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard U.S. Momentum Factor ETF · $1.9B$16,540

VFMO

MTUM

iShares MSCI USA Momentum Factor ETF · $17.4B$15,541

$10,000 five years ago, dividends reinvested · they hold 35.8% in common

VFMOMeasureMTUM

+12.9%Year to dateJan 1 → Nov 3+11.6%

+10.0%1 yearTotal return+10.2%

+27.7%3 years · per year$10,000 became $20,827 · $21,049+28.2%

+10.6%5 years · per year$10,000 became $16,540 · $15,541+9.2%

0.13%Expense ratio$13 · $15 a year on $10k · lower is better0.15%

0.63%Trailing 12-mo yield$63 · $67 a year on $10k0.67%

−14.6%Worst dropSmaller is better−20.1%

24.4%VolatilityLower is calmer27.8%

VFMOMTUM Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3VFMO wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VFMO vs MTUM: Top 5 Holdings

Today

VFMO

4.9%in top 5

MTUM

in top 521.3%

VFMOStockMTUM

1.1%AMD5.8%

not top 5MU5.0%

not top 5JNJ3.7%

not top 5CSCO3.6%

not top 5XOM3.2%

1.0%MPCnot top 5

1.0%INTCnot top 5

0.9%VLOnot top 5

0.9%DELLnot top 5

Held in common35.8%

End-of-day Nov 3, 2026 · share of each fund

VFMO vs MTUM Returns, Every Period

VanguardVFMO

+10.6%

5 years, per year

MTUMiShares

+9.2%

5 years, per year

VFMOMTUMFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

VFMO vs MTUM

YTD

VanguardVFMO

+12.9%

MTUMiShares

+11.6%

+12.9%Year to date+11.6%

−14.6%Worst drop · 1Y−20.1%

24.4%Volatility · 1Y27.8%

0.6%Yield0.7%

$1.9BAssets$17.4B

3–1VFMO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VFMO, MTUM

Today

0.13%lowest, VFMO

FundExpense ratioFee$10k

VFMO0.13%$13

MTUM0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: VFMO, MTUM

0.67%highest, MTUM

FundTrailing yieldYield$10k

MTUM0.67%$67

VFMO0.63%$63

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$52most kept, MTUM

MTUM$67 − $15 = $52

VFMO$63 − $13 = $50

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: VFMO, MTUM

Today

35.8%most shared, VFMO and MTUM

VFMOMTUM

VFMO—35.8%

MTUM35.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.2%MTUM, at 27.8% volatility

VFMOWorst drop−14.6%24.4% vol

MTUMWorst drop−20.1%27.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MTUMVFMO

+11.6%Year to date+12.9%

0.7%Yield0.6%

+10.2%Past year+10.0%

0.15%Fee0.13%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026