GMOM vs VTI

GMOM vs VTI
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Quick Verdict

VTI has a lower expense ratio. GMOM delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: GMOMMore Diversified: VTI

Side-by-Side Comparison

MetricGMOMVTIWinner
Expense Ratio1.01%0.03%
AUM$73M$666.9B
Dividend Yield1.48%1.07%
Holdings153,543
YTD Return+12.81%+13.48%
1Y Return+23.25%+19.90%
3Y Return (annualized)+13.59%+20.94%
5Y Return (annualized)+7.74%+11.75%
Volatility (annualized)9.7%15.3%
Max Drawdown-25.0%-56.6%
Fund FamilyCambria Investment ManagementVanguard (US)
CategoryAllocation/BalancedEquity
InceptionNov 3, 2014May 24, 2001

GMOM vs VTI Performance

Cambria Global Momentum ETF (GMOM) is a ETF from Cambria Investment Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year GMOM returned +23.25% while VTI returned +19.90%. Year to date, GMOM is up 12.81% versus a gain of 13.48% for VTI.

Over three years, GMOM compounded at +13.59% per year against +20.94% for VTI; over five years the annualized figures are +7.74% and +11.75% respectively. Across the full 12-year window we track, VTI has the edge at +8.10% annualized vs +5.97%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI. 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GMOM charges 1.01% per year while VTI 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 1.07% for VTI.

Holdings Overlap

0.0%overlap

GMOM and VTI share 0 holdings out of 2801 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 VTI?

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

Which performed better, GMOM or VTI?

Over the past year GMOM returned +23.25% vs +19.90% for VTI, so GMOM leads on 1-year performance. Over the longest common window we track (12 years), GMOM annualized +5.97% vs +8.10% for VTI. Past performance does not guarantee future results.

Which is riskier, GMOM or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 9.7% for GMOM. Worst drawdown: GMOM -25.0% vs VTI -56.6%.

Should I hold both GMOM and VTI?

GMOM and VTI have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GMOM and VTI?

GMOM and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2801 unique securities.

Which pays a higher dividend, GMOM or VTI?

GMOM yields 1.48% while VTI yields 1.07%, so GMOM currently pays the higher dividend yield.

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