ETF comparison
MTUM vs VO
Momentum Factor vs US Mid Cap.
iShares MSCI USA Momentum Factor ETF · Vanguard Morningstar Mid-Cap ETF
Holdings overlap
63 positions appear in both funds. Buying equal dollars of MTUM and VO would leave roughly 22.9% 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
VO is 12 bps cheaper than MTUM. On a $100,000 position that's about $120/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 VO.
Top shared holdings
63 shared in total| # | Holding | In MTUM | In VO | Overlap |
|---|---|---|---|---|
| 1 | WESTERN DIGITAL CORPORATION | 2.23% | 1.06% | 1.06% |
| 2 | SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY | 2.21% | 1.05% | 1.05% |
| 3 | QUANTA SERVICES, INC. | 0.87% | 1.04% | 0.87% |
| 4 | CUMMINS INC. | 0.79% | 0.95% | 0.79% |
| 5 | COMFORT SYSTEMS USA, INC. | 0.66% | 0.67% | 0.66% |
| 6 | BLOOM ENERGY CORPORATION | 0.66% | 0.79% | 0.66% |
| 7 | VERTIV HOLDINGS CO | 0.65% | 1.22% | 0.65% |
| 8 | VALERO ENERGY CORPORATION | 0.64% | 0.75% | 0.64% |
| 9 | CIENA CORPORATION | 0.63% | 0.67% | 0.63% |
| 10 | LUMENTUM HOLDINGS INC. | 0.60% | 0.65% | 0.60% |
| 11 | TERADYNE, INC. | 0.59% | 0.73% | 0.59% |
| 12 | ROSS STORES, INC. | 0.57% | 0.66% | 0.57% |
Only in MTUM
63 total- MICRON TECHNOLOGY, INC. 5.87%
- ADVANCED MICRO DEVICES, INC. 5.11%
- BROADCOM INC. 4.72%
- INTEL CORPORATION 4.06%
- EXXONMOBIL HOLDINGS CORPORATION 3.77%
- CATERPILLAR INC. 3.65%
- JOHNSON & JOHNSON 3.54%
- APPLIED MATERIALS, INC. 3.10%
- LAM RESEARCH CORPORATION 3.09%
- GE VERNOVA INC. 3.07%
Only in VO
219 total- Datadog Inc 0.83%
- Constellation Energy Corp 0.78%
- Robinhood Markets Inc 0.77%
- Cloudflare Inc 0.76%
- Royal Caribbean Cruises Ltd 0.74%
- TransDigm Group Inc 0.72%
- CRH PLC 0.69%
- United Rentals Inc 0.69%
- Motorola Solutions Inc 0.67%
- Simon Property Group Inc 0.67%
Related comparisons
More comparisons with MTUM
- MTUM vs DGRO · iShares Core Dividend Growth ETF 22.3%
- MTUM vs IWD · iShares Russell 1000 Value ETF 19.2%
- MTUM vs SCHD · Schwab U.S. Dividend Equity ETF 6.9%
- MTUM vs VB · Vanguard Morningstar Small-Cap ETF 4.1%
- MTUM vs IJH · iShares Core S&P Mid-Cap ETF 1.1%
- MTUM vs IJR · iShares Core S&P Small-Cap ETF 0.0%
More comparisons with VO
- VO vs FNDX · Schwab Fundamental U.S. Large Company ETF 22.8%
- VO vs PRF · Invesco RAFI US 1000 ETF 22.5%
- VO vs IWD · iShares Russell 1000 Value ETF 21.8%
- VO vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 21.7%
- VO vs AVMV · Avantis U.S. Mid Cap Value ETF 21.3%
- VO vs SPHB · Invesco S&P 500 High Beta ETF 21.2%
Percentages are holdings overlap with the named fund.
Open MTUM or VO 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.