ETF comparison
MTUM vs VUG
Momentum Factor vs US Large Cap Growth.
iShares MSCI USA Momentum Factor ETF · Vanguard Morningstar Growth ETF
Holdings overlap
37 positions appear in both funds. Buying equal dollars of MTUM and VUG would leave roughly 26.1% 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
VUG 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 VUG.
Top shared holdings
37 shared in total| # | Holding | In MTUM | In VUG | Overlap |
|---|---|---|---|---|
| 1 | BROADCOM INC. | 4.72% | 4.28% | 4.28% |
| 2 | ADVANCED MICRO DEVICES, INC. | 5.11% | 2.62% | 2.62% |
| 3 | ALPHABET INC. | 2.58% | 5.76% | 2.58% |
| 4 | ALPHABET INC. | 2.02% | 4.53% | 2.02% |
| 5 | APPLIED MATERIALS, INC. | 3.10% | 1.60% | 1.60% |
| 6 | LAM RESEARCH CORPORATION | 3.09% | 1.51% | 1.51% |
| 7 | KLA CORPORATION | 1.53% | 1.10% | 1.10% |
| 8 | GE VERNOVA INC. | 3.07% | 0.89% | 0.89% |
| 9 | INTEL CORPORATION | 4.06% | 0.79% | 0.79% |
| 10 | MARVELL TECHNOLOGY, INC. | 1.03% | 0.75% | 0.75% |
| 11 | WESTERN DIGITAL CORPORATION | 2.23% | 0.62% | 0.62% |
| 12 | AMPHENOL CORPORATION | 0.82% | 0.61% | 0.61% |
Only in MTUM
89 total- MICRON TECHNOLOGY, INC. 5.87%
- EXXONMOBIL HOLDINGS CORPORATION 3.77%
- CATERPILLAR INC. 3.65%
- JOHNSON & JOHNSON 3.54%
- WALMART INC. 2.64%
- CISCO SYSTEMS, INC. 2.55%
- CHEVRON CORPORATION 1.75%
- ANALOG DEVICES, INC. 1.45%
- THE GOLDMAN SACHS GROUP, INC. 1.38%
- CITIGROUP INC. 1.22%
Only in VUG
109 total- NVIDIA Corp 12.63%
- Apple Inc 11.67%
- Microsoft Corp 7.61%
- Amazon.com Inc 4.47%
- Meta Platforms Inc 3.41%
- Tesla Inc 3.27%
- Eli Lilly & Co 2.81%
- Visa Inc 1.54%
- Costco Wholesale Corp 1.15%
- Mastercard Inc 1.13%
Related comparisons
More comparisons with MTUM
- MTUM vs VO · Vanguard Morningstar Mid-Cap ETF 22.9%
- 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%
More comparisons with VUG
- VUG vs DTD · WisdomTree U.S. Total Dividend Fund 25.7%
- VUG vs PRF · Invesco RAFI US 1000 ETF 25.6%
- VUG vs FNDX · Schwab Fundamental U.S. Large Company ETF 25.5%
- VUG vs IUSV · iShares Core S&P U.S. Value ETF 25.3%
- VUG vs IWX · iShares Russell Top 200 Value ETF 25.1%
- VUG vs USMV · iShares MSCI USA Min Vol Factor ETF 22.5%
Percentages are holdings overlap with the named fund.
Open MTUM or VUG 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.