JMOM vs VTI
JPMorgan US Momentum Factor ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. JMOM delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | JMOM | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.12% | 0.03% | |
| AUM | $2.7B | $666.9B | |
| Dividend Yield | 0.76% | 1.07% | |
| Holdings | 298 | 3,543 | |
| YTD Return | +21.94% | +13.86% | |
| 1Y Return | +28.58% | +20.74% | |
| 3Y Return (annualized) | +26.68% | +21.66% | |
| 5Y Return (annualized) | +13.78% | +11.90% | |
| Volatility (annualized) | 17.6% | 15.3% | |
| Max Drawdown | -34.3% | -56.6% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 8, 2017 | May 24, 2001 |
JMOM vs VTI Performance
JPMorgan US Momentum Factor ETF (JMOM) is a ETF from J.P. Morgan Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year JMOM returned +28.58% while VTI returned +20.74%. Year to date, JMOM is up 21.94% versus a gain of 13.86% for VTI.
Over three years, JMOM compounded at +26.68% per year against +21.66% for VTI; over five years the annualized figures are +13.78% and +11.90% respectively. Across the full 9-year window we track, JMOM has the edge at +15.47% annualized vs +8.11%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JMOM has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 15.3% for VTI. 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 -34.3% for JMOM 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
JMOM charges 0.12% per year while VTI charges 0.03%. On a $10,000 position that is $12 vs $3 annually, a gap of $9 per year that compounds over a long holding period. On income, JMOM currently yields 0.76% against 1.07% for VTI.
Holdings Overlap
JMOM and VTI share 241 holdings out of 2835 unique holdings combined, representing a 41.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JMOM or VTI?
JMOM has an expense ratio of 0.12% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, JMOM or VTI?
Over the past year JMOM returned +28.58% vs +20.74% for VTI, so JMOM leads on 1-year performance. Over the longest common window we track (9 years), JMOM annualized +15.47% vs +8.11% for VTI. Past performance does not guarantee future results.
Which is riskier, JMOM or VTI?
JMOM has been the more volatile fund at 17.6% annualized versus 15.3% for VTI. Worst drawdown: JMOM -34.3% vs VTI -56.6%.
Should I hold both JMOM and VTI?
JMOM and VTI have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between JMOM and VTI?
JMOM and VTI share 241 common holdings with a 41.0% weight overlap. Combined, they hold 2835 unique securities.
Which pays a higher dividend, JMOM or VTI?
JMOM yields 0.76% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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