Which returned more over the last year, MTUM or VHT?

In the year to Sep 12, 2026, with distributions reinvested, MTUM returned +21.8% and VHT returned +21.6%, so MTUM returned more. One year is one year; the longer windows are in the table.

Which is cheaper, MTUM or VHT?

MTUM charges 0.15% a year and VHT charges 0.09%, so VHT is cheaper. Fees come from each fund's prospectus.

How much do MTUM and VHT overlap with the S&P 500?

By their latest filed holdings, 98% of MTUM and 86% of VHT by weight is stocks the S&P 500 already holds. Between the two funds, 7% of their books are the same securities at the same weight.

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

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MTUM vs VHT: how they differ

MTUM and VHT hold 7% of their weight in the same names.

iShares MSCI USA Momentum Factor ETF and Vanguard Health Care Index Fund.

What they hold in common

By the books each fund has filed, MTUM and VHT hold 7% of their money in the same securities at the same weight.

Positions MTUM and VHT both hold, largest shared weight first
Holding	MTUM	VHT
JOHNSON & JOHNSON	3.76%	8.48%
GILEAD SCIENCES, INC.	1.03%	2.64%
MCKESSON CORPORATION	0.64%	1.45%
HCA HEALTHCARE, INC.	0.38%	0.96%
CARDINAL HEALTH, INC.	0.29%	0.74%
CENCORA, INC.	0.28%	0.79%
IDEXX LABORATORIES, INC.	0.14%	0.71%
REVOLUTION MEDICINES, INC.	0.07%	0.40%
INSMED INCORPORATED	0.07%	0.36%
UNITED THERAPEUTICS CORPORATION	0.05%	0.36%
BIOGEN INC.	0.04%	0.46%
NATERA, INC.	0.04%	0.47%

Largest positions each one holds and the other does not
Only in MTUM	Only in VHT
MICRON TECHNOLOGY, INC. 5.57%	Eli Lilly & Co 14.07%
BROADCOM INC. 5.41%	AbbVie Inc 6.10%
NVIDIA CORPORATION 4.65%	UnitedHealth Group Inc 5.46%
ADVANCED MICRO DEVICES, INC. 4.04%	Merck & Co Inc 4.67%
INTEL CORPORATION 3.84%	Thermo Fisher Scientific Inc 2.93%
LAM RESEARCH CORPORATION 3.62%	Amgen Inc 2.87%
EXXON MOBIL CORPORATION 3.44%	Intuitive Surgical Inc 2.39%
CATERPILLAR INC. 3.21%	Abbott Laboratories 2.36%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and May 31, 2026.

MTUM and VHT on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	MTUM iShares MSCI USA Momentum Factor ETF	VHT Vanguard Health Care Index Fund
Where it sits	Core index fund	Core index fund
Issuer	iShares	Vanguard
What it is	MSCI USA Momentum Factor	Health Care
Total return, 1 year	+21.8%	+21.6%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	+4.3 pts	+4.1 pts
Expense ratio	0.15%	0.09%
Already in the S&P 500	98.2%	85.6%
Holdings	125	401

MTUM in plain words

MTUM is an index equity fund tracking the MSCI USA Momentum Factor. Over the year to Sep 11, 2026 it returned +21.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Apr 30, 2026, 98% of the fund by weight is stocks the S&P 500 also holds, across 125 positions, with the top ten at 40.5%. It sat 11.1% below its high of Jun 22, 2026 on Sep 11, 2026.

VHT in plain words

VHT is an index equity fund tracking the Health Care. Over the year to Sep 11, 2026 it returned +21.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.09% a year. By its holdings filed for May 31, 2026, 86% of the fund by weight is stocks the S&P 500 also holds, across 401 positions, with the top ten at 52.0%. It sat 5.7% below its high of Aug 19, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, MTUM or VHT?: In the year to Sep 12, 2026, with distributions reinvested, MTUM returned +21.8% and VHT returned +21.6%, so MTUM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, MTUM or VHT?: MTUM charges 0.15% a year and VHT charges 0.09%, so VHT is cheaper. Fees come from each fund's prospectus.
How much do MTUM and VHT overlap with the S&P 500?: By their latest filed holdings, 98% of MTUM and 86% of VHT by weight is stocks the S&P 500 already holds. Between the two funds, 7% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

MTUM against VHT, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, MTUM against VHT, data as of Sep 12, 2026. https://etfiq.com/compare/any/MTUM-VHT Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources