ETF comparison
MTUM vs VYM
Momentum Factor vs Dividend.
iShares MSCI USA Momentum Factor ETF · Vanguard High Dividend Yield Index Fund ETF Shares
Holdings overlap
56 positions appear in both funds. Buying equal dollars of MTUM and VYM would leave roughly 29.9% 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
VYM 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 VYM.
Top shared holdings
56 shared in total| # | Holding | In MTUM | In VYM | Overlap |
|---|---|---|---|---|
| 1 | BROADCOM INC. | 4.72% | 7.35% | 4.72% |
| 2 | EXXONMOBIL HOLDINGS CORPORATION | 3.77% | 2.63% | 2.63% |
| 3 | JOHNSON & JOHNSON | 3.54% | 2.51% | 2.51% |
| 4 | CISCO SYSTEMS, INC. | 2.55% | 1.86% | 1.86% |
| 5 | CATERPILLAR INC. | 3.65% | 1.50% | 1.50% |
| 6 | CHEVRON CORPORATION | 1.75% | 1.48% | 1.48% |
| 7 | THE GOLDMAN SACHS GROUP, INC. | 1.38% | 1.13% | 1.13% |
| 8 | TEXAS INSTRUMENTS INCORPORATED | 1.87% | 1.02% | 1.02% |
| 9 | MORGAN STANLEY | 1.08% | 0.96% | 0.96% |
| 10 | CITIGROUP INC. | 1.22% | 0.89% | 0.89% |
| 11 | ANALOG DEVICES, INC. | 1.45% | 0.73% | 0.73% |
| 12 | CONOCOPHILLIPS | 0.82% | 0.60% | 0.60% |
Only in MTUM
70 total- MICRON TECHNOLOGY, INC. 5.87%
- ADVANCED MICRO DEVICES, INC. 5.11%
- INTEL CORPORATION 4.06%
- APPLIED MATERIALS, INC. 3.10%
- LAM RESEARCH CORPORATION 3.09%
- GE VERNOVA INC. 3.07%
- WALMART INC. 2.64%
- ALPHABET INC. 2.58%
- WESTERN DIGITAL CORPORATION 2.23%
- SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY 2.21%
Only in VYM
548 total- JPMorgan Chase & Co 3.82%
- AbbVie Inc 1.80%
- Bank of America Corp 1.66%
- UnitedHealth Group Inc 1.52%
- Coca-Cola Co/The 1.38%
- Procter & Gamble Co/The 1.37%
- Home Depot Inc/The 1.34%
- Merck & Co Inc 1.31%
- Philip Morris International Inc 1.21%
- RTX Corp 1.18%
Related comparisons
More comparisons with MTUM
- MTUM vs SPY · State Street SPDR S&P 500 ETF Trust 29.0%
- MTUM vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 28.0%
- 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%
More comparisons with VYM
- VYM vs JQUA · JPMorgan U.S. Quality Factor ETF 29.9%
- VYM vs GSLC · Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 29.6%
- VYM vs USMV · iShares MSCI USA Min Vol Factor ETF 29.5%
- VYM vs SPMO · Invesco S&P 500 Momentum ETF 28.9%
- VYM vs ESGV · Vanguard ESG U.S. Stock ETF 28.1%
- VYM vs HDV · iShares Core High Dividend ETF 26.8%
Percentages are holdings overlap with the named fund.
Open MTUM or VYM 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.