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

ETFIQetfiq.com · independent ETF data

MTUM vs VONG: how they differ

MTUM and VONG hold 28% of their weight in the same names, and MTUM returned more over the year.

iShares MSCI USA Momentum Factor ETF and Vanguard Russell 1000 Growth Index Fund.

What they hold in common

By the books each fund has filed, MTUM and VONG hold 28% of their money in the same securities at the same weight.

Positions MTUM and VONG both hold, largest shared weight first
HoldingMTUMVONG
BROADCOM INC.5.41%5.78%
NVIDIA CORPORATION4.65%13.09%
ALPHABET INC.2.95%3.91%
ALPHABET INC.2.39%3.15%
ADVANCED MICRO DEVICES, INC.4.04%1.47%
LAM RESEARCH CORPORATION3.62%1.21%
PALANTIR TECHNOLOGIES INC.1.52%1.03%
GENERAL ELECTRIC COMPANY1.90%1.02%
GE VERNOVA INC.2.54%0.79%
KLA CORPORATION1.61%0.76%
AMPHENOL CORPORATION1.55%0.55%
ARISTA NETWORKS, INC.0.82%0.50%
Largest positions each one holds and the other does not
Only in MTUMOnly in VONG
MICRON TECHNOLOGY, INC. 5.57%Apple Inc 11.97%
INTEL CORPORATION 3.84%Microsoft Corp 8.98%
JOHNSON & JOHNSON 3.76%Amazon.com Inc 5.07%
EXXON MOBIL CORPORATION 3.44%Tesla Inc 3.48%
JPMORGAN CHASE & CO. 2.87%Meta Platforms Inc 3.20%
WESTERN DIGITAL CORPORATION 1.54%Eli Lilly & Co 2.67%
SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMIT 1.51%Visa Inc 1.57%
RTX CORPORATION 1.46%Costco Wholesale Corp 1.28%

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 VONG on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
MTUM
iShares MSCI USA Momentum Factor ETF
VONG
Vanguard Russell 1000 Growth Index Fund
Where it sitsCore index fundCore index fund
IssueriSharesVanguard
What it isMSCI USA Momentum FactorRussell 1000 Growth
Total return, 1 year+21.8%+7.2%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+4.3 pts−10.3 pts
Expense ratio0.15%0.07%
Already in the S&P 50098.2%95.6%
Holdings125387

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.

VONG in plain words

VONG is an index equity fund tracking the Russell 1000 Growth. Over the year to Sep 11, 2026 it returned +7.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.07% a year. By its holdings filed for May 31, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 387 positions, with the top ten at 61.3%. It sat 4.9% below its high of Jun 1, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, MTUM or VONG?
In the year to Sep 12, 2026, with distributions reinvested, MTUM returned +21.8% and VONG returned +7.2%, so MTUM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, MTUM or VONG?
MTUM charges 0.15% a year and VONG charges 0.07%, so VONG is cheaper. Fees come from each fund's prospectus.
How much do MTUM and VONG overlap with the S&P 500?
By their latest filed holdings, 98% of MTUM and 96% of VONG by weight is stocks the S&P 500 already holds. Between the two funds, 28% 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 VONG, 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 VONG, data as of Sep 12, 2026. https://etfiq.com/compare/any/MTUM-VONG Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources