GMOM vs VOO

GMOM vs VOO
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Quick Verdict

VOO has a lower expense ratio. GMOM delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: GMOMMore Diversified: VOO

Side-by-Side Comparison

MetricGMOMVOOWinner
Expense Ratio1.01%0.03%
AUM$73M$997.4B
Dividend Yield1.48%1.08%
Holdings15509
YTD Return+13.05%+13.49%
1Y Return+24.20%+20.64%
3Y Return (annualized)+14.24%+21.93%
5Y Return (annualized)+7.79%+12.95%
Volatility (annualized)9.7%14.1%
Max Drawdown-25.0%-34.3%
Fund FamilyCambria Investment ManagementVanguard (US)
CategoryAllocation/BalancedEquity
InceptionNov 3, 2014Sep 7, 2010

GMOM vs VOO Performance

Cambria Global Momentum ETF (GMOM) is a ETF from Cambria Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year GMOM returned +24.20% while VOO returned +20.64%. Year to date, GMOM is up 13.05% versus a gain of 13.49% for VOO.

Over three years, GMOM compounded at +14.24% per year against +21.93% for VOO; over five years the annualized figures are +7.79% and +12.95% respectively. Across the full 12-year window we track, VOO has the edge at +13.51% annualized vs +6.00%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 9.7% for GMOM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -25.0% for GMOM and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GMOM charges 1.01% per year while VOO charges 0.03%. On a $10,000 position that is $101 vs $3 annually, a gap of $98 per year that compounds over a long holding period. On income, GMOM currently yields 1.48% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

GMOM and VOO share 0 holdings out of 519 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, GMOM or VOO?

GMOM has an expense ratio of 1.01% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $98 per year of difference.

Which performed better, GMOM or VOO?

Over the past year GMOM returned +24.20% vs +20.64% for VOO, so GMOM leads on 1-year performance. Over the longest common window we track (12 years), GMOM annualized +6.00% vs +13.51% for VOO. Past performance does not guarantee future results.

Which is riskier, GMOM or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 9.7% for GMOM. Worst drawdown: GMOM -25.0% vs VOO -34.3%.

Should I hold both GMOM and VOO?

GMOM and VOO have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GMOM and VOO?

GMOM and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 519 unique securities.

Which pays a higher dividend, GMOM or VOO?

GMOM yields 1.48% while VOO yields 1.08%, so GMOM currently pays the higher dividend yield.

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