ETF comparison
MTUM vs VIG
Momentum Factor vs Dividend.
iShares MSCI USA Momentum Factor ETF · Vanguard Dividend Appreciation Index Fund ETF Shares
Holdings overlap
35 positions appear in both funds. Buying equal dollars of MTUM and VIG would leave roughly 28.0% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
VIG is 11 bps cheaper than MTUM. On a $100,000 position that's about $110/yr more in fees for MTUM.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with MTUM vs VIG.
Top shared holdings
35 shared in total| # | Holding | In MTUM | In VIG | Overlap |
|---|---|---|---|---|
| 1 | BROADCOM INC. | 4.72% | 4.63% | 4.63% |
| 2 | EXXONMOBIL HOLDINGS CORPORATION | 3.77% | 2.78% | 2.78% |
| 3 | JOHNSON & JOHNSON | 3.54% | 2.67% | 2.67% |
| 4 | WALMART INC. | 2.64% | 2.11% | 2.11% |
| 5 | CISCO SYSTEMS, INC. | 2.55% | 1.98% | 1.98% |
| 6 | CATERPILLAR INC. | 3.65% | 1.62% | 1.62% |
| 7 | LAM RESEARCH CORPORATION | 3.09% | 1.58% | 1.58% |
| 8 | THE GOLDMAN SACHS GROUP, INC. | 1.38% | 1.24% | 1.24% |
| 9 | TEXAS INSTRUMENTS INCORPORATED | 1.87% | 1.08% | 1.08% |
| 10 | MORGAN STANLEY | 1.08% | 1.09% | 1.08% |
| 11 | KLA CORPORATION | 1.53% | 1.03% | 1.03% |
| 12 | AMPHENOL CORPORATION | 0.82% | 0.85% | 0.82% |
Only in MTUM
91 total- MICRON TECHNOLOGY, INC. 5.87%
- ADVANCED MICRO DEVICES, INC. 5.11%
- INTEL CORPORATION 4.06%
- APPLIED MATERIALS, INC. 3.10%
- GE VERNOVA INC. 3.07%
- ALPHABET INC. 2.58%
- WESTERN DIGITAL CORPORATION 2.23%
- SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY 2.21%
- ALPHABET INC. 2.02%
- CHEVRON CORPORATION 1.75%
Only in VIG
298 total- Apple Inc 4.45%
- Microsoft Corp 4.34%
- JPMorgan Chase & Co 4.07%
- Eli Lilly & Co 3.93%
- Visa Inc 2.45%
- Mastercard Inc 2.00%
- AbbVie Inc 1.92%
- Costco Wholesale Corp 1.83%
- Bank of America Corp 1.75%
- UnitedHealth Group Inc 1.63%
Related comparisons
More comparisons with MTUM
- MTUM vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 27.7%
- MTUM vs VTI · Vanguard Morningstar Total Stock Market ETF 27.6%
- MTUM vs SCHB · Schwab U.S. Broad Market ETF 26.3%
- MTUM vs VUG · Vanguard Morningstar Growth ETF 26.1%
- MTUM vs VO · Vanguard Morningstar Mid-Cap ETF 22.9%
- MTUM vs DGRO · iShares Core Dividend Growth ETF 22.3%
More comparisons with VIG
- VIG vs SDY · State Street SPDR S&P Dividend ETF 28.0%
- VIG vs VUG · Vanguard Morningstar Growth ETF 27.3%
- VIG vs RSP · Invesco S&P 500 Equal Weight ETF 27.3%
- VIG vs FVD · First Trust Value Line Dividend Index Fund 25.8%
- VIG vs ONEQ · Fidelity Nasdaq Composite Index ETF 25.4%
- VIG vs MGK · Vanguard Morningstar Mega Cap Growth ETF 25.4%
Percentages are holdings overlap with the named fund.
Open MTUM or VIG at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.