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VFMO vs VTWV

Vanguard U.S. Momentum Factor ETF ETF Shares vs Vanguard Russell 2000 Value Index Fund ETF Shares

VFMO

Vanguard U.S. Momentum Factor ETF ETF Shares

Vanguard

Annual cost

0.13%

Fund size

$1.6B

VTWV

Vanguard Russell 2000 Value Index Fund ETF Shares

Vanguard

Annual cost

0.06%

Fund size

$1.2B

Key differences

  • VTWV costs 0.07% less per year.
  • VFMO follows a active selection strategy; VTWV uses index tracking.
  • Over the last 3 years, VFMO has delivered higher annualized returns.
  • VTWV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VFMOVTWV
Annual cost (TER)0.13%0.06%
Fund size (AUM)$1.6B$1.2B
Since20182010
Dividend yield0.66%1.62%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+43.2%+44.2%
CAGR 3Y+27.8%+19.1%
CAGR 5Y+14.0%+7.1%
Sharpe 3Y1.080.77
Volatility 1Y21.12%18.29%
Max drawdown-36.77%-45.73%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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