QMOM vs VTI

QMOM vs VTI
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Quick Verdict

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

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricQMOMVTIWinner
Expense Ratio0.28%0.03%
AUM$447M$666.9B
Dividend Yield0.48%1.07%
Holdings523,543
YTD Return+13.15%+13.86%
1Y Return+20.53%+20.74%
3Y Return (annualized)+20.35%+21.66%
5Y Return (annualized)+8.90%+11.90%
Volatility (annualized)21.9%15.3%
Max Drawdown-39.1%-56.6%
Fund FamilyAlpha ArchitectVanguard (US)
CategoryEquityEquity
InceptionDec 1, 2015May 24, 2001

QMOM vs VTI Performance

Alpha Architect US Quantitative Momentum ETF (QMOM) is a ETF from Alpha Architect and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year QMOM returned +20.53% while VTI returned +20.74%. Year to date, QMOM is up 13.15% versus a gain of 13.86% for VTI.

Over three years, QMOM compounded at +20.35% per year against +21.66% for VTI; over five years the annualized figures are +8.90% and +11.90% respectively. Across the full 11-year window we track, QMOM has the edge at +11.38% annualized vs +8.11%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QMOM has been the more volatile fund, with annualized monthly volatility of 21.9% 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 -39.1% for QMOM 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

QMOM charges 0.28% per year while VTI charges 0.03%. On a $10,000 position that is $28 vs $3 annually, a gap of $25 per year that compounds over a long holding period. On income, QMOM currently yields 0.48% against 1.07% for VTI.

Holdings Overlap

4.2%overlap

QMOM and VTI share 55 holdings out of 2800 unique holdings combined, representing a 4.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in QMOMWeight in VTIDifference
GOOGL1.90%2.88%0.98%
CAT2.00%0.67%1.33%
DELL2.07%0.17%1.90%
PBFProProPro
MTZProProPro
DYProProPro
SANMProProPro
POWLProProPro
CMIProProPro
NVT:IEProProPro
FundXLS Pro
See the top 10 holdings QMOM shares with VTI
Exact weights in each fund and the difference, for every position in this table.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, QMOM or VTI?

QMOM has an expense ratio of 0.28% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $25 per year of difference.

Which performed better, QMOM or VTI?

Over the past year QMOM returned +20.53% vs +20.74% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (11 years), QMOM annualized +11.38% vs +8.11% for VTI. Past performance does not guarantee future results.

Which is riskier, QMOM or VTI?

QMOM has been the more volatile fund at 21.9% annualized versus 15.3% for VTI. Worst drawdown: QMOM -39.1% vs VTI -56.6%.

Should I hold both QMOM and VTI?

QMOM and VTI have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QMOM and VTI?

QMOM and VTI share 55 common holdings with a 4.2% weight overlap. Combined, they hold 2800 unique securities.

Which pays a higher dividend, QMOM or VTI?

QMOM yields 0.48% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free