VFMOVanguard U.S. Momentum Factor ETF ETF Shares

Grow my money8y track recordRanked #364 of 3,055 in this goal

Seeks long-term capital appreciation by investing in stocks with strong recent performance.

By Vanguard · Launched 2018

Annual Cost

0.13%

#539 of 6,040 · low cost

Fund Size

$1.9B

#815 of 6,040 · large

Return (1Y)

+22.8%

Track Record

8 years

#1,695 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,958+19.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

Factor

Momentum

Holdings

By weight

Concentration

Top 10 holdings = 10.9% of funddiversified

Vanguard Cmt Funds-Vanguard Market Liquidity Fund

1.5%

Newmont Corp

1.2%

Lam Research Corp

1.1%

GE Vernova Inc

1.1%

KLA Corp

1.0%

Johnson & Johnson

1.0%

Micron Technology Inc

1.0%

Amphenol Corp

1.0%

General Motors Co

1.0%

Howmet Aerospace Inc

1.0%

Asset allocation

Stocks

98.7%

Cash

1.3%

By sector

Technology

27.8%

Industrials

19.2%

Healthcare

18.9%

Energy

12.2%

Consumer Cyclical

5.6%

Financial Services

5.5%

Basic Materials

5.0%

Communication

3.6%

Other

2.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

24.4%High

Year-on-year price swings

Max drawdown

-38.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.94Decent risk-adjusted returns

Sortino (3Y)

1.34Good downside protection

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks long-term capital appreciation by investing in stocks with strong recent performance.
Strategy: Employs an active management approach, investing primarily in U.S. common stocks with strong recent performance. Targets large-, mid-, and small-cap companies to achieve exposure to securities with relatively strong recent performance while promoting diversification.
Inception date: February 13, 2018
Fund family: Vanguard