JMOM vs VIG: Differences, Returns & Fees

JMOM and VIG hold 30% of their weight in the same names, and JMOM returned +26.2% over the year. Net assets: $2.8bn on Oct 9, 2026 for JPMorgan U.S. Momentum Factor ETF, and $109.1bn on Sep 30, 2026 for Vanguard Div Appreciation ETF.

VIG costs 0.08 points a year less; their one-year returns differ by 14.2 points; VIG is far larger, $130.9bn against $2.5bn.

JMOM vs VIG: Differences, Returns & Fees
JMOMVIG
Expense ratio0.12%0.04%
Net assets, as of Jul 31, 2026$2.5bn$130.9bn
Total return, 1 year+26.2%+12.0%
What it tracksJP Morgan US Momentum Factor IndexS&P U.S. Dividend Growers Index
Holdings in common30%
Top ten holdings, share of the fund19.1%33.5%

Holdings in common uses holdings dated Aug 31, 2026 and Oct 9, 2026.

+26.2%
JMOM total return, 1 year
+12.0%
VIG total return, 1 year
0.12%
JMOM expense ratio
0.04%
VIG expense ratio

What they hold in common

By the books each fund has filed, JMOM and VIG hold 30% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Aug 31, 2026 and Oct 9, 2026.

half

30% in common

Positions both hold, largest shared weight first
Holding JMOM VIG
MICROSOFT CORP COMMON 2.09% 4.67%
APPLE INC COMMON STOCK 2.05% 4.50%
BROADCOM INC COMMON 1.97% 4.34%
JOHNSON & JOHNSON 1.75% 2.73%
LAM RESEARCH CORP COMMON 1.19% 1.61%
WALMART INC COMMON STOCK 1.19% 1.96%
COSTCO WHOLESALE CORP 1.16% 1.78%
ABBVIE INC COMMON STOCK 1.14% 1.93%
CATERPILLAR INC COMMON 1.03% 1.57%
MERCK & CO INC COMMON 0.97% 1.56%
ELI LILLY AND COMPANY 0.90% 3.90%
TEXAS INSTRUMENTS INC 0.85% 1.01%
Only in JMOM
ADVANCED MICRO DEVICES 2.49%
ALPHABET INC-CL A 2.03%
MICRON TECHNOLOGY INC 1.98%
NVIDIA CORP COMMON STOCK 1.94%
INTEL CORP COMMON STOCK 1.40%
PALANTIR TECHNOLOGIES 1.39%
APPLIED MATERIALS INC 1.21%
PALO ALTO NETWORKS INC 1.08%
Only in VIG
JPMorgan Chase & Co 4.07%
Visa Inc 2.50%
Mastercard Inc 2.03%
Bank of America Corp 1.72%
UnitedHealth Group Inc 1.51%
Home Depot Inc/The 1.39%
Oracle Corp 1.08%
Amgen Inc 0.99%

Check overlap with more funds →

On the same fields

JMOM
JPMorgan U.S. Momentum Factor ETF
VIG
Vanguard Div Appreciation ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index Tracks an index of Dividend growth
Total return, 1 year +26.2% +12.0%
Expense ratio 0.12% 0.04%
Already in the S&P 500 77.4% 92.6%
Holdings 287 335
Net assets, JMOM as of Oct 9, 2026 and VIG as of Sep 30, 2026 $2.8bn $109.1bn

JMOM and VIG on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About JMOM

JMOM tracks an index. Over the year to Oct 9, 2026 it returned +26.2% with distributions reinvested. The prospectus expense ratio is 0.12% a year. By its holdings published by its issuer for Oct 9, 2026, 77% of the fund by weight is stocks the S&P 500 also holds, across 287 positions, with the top ten at 19.1%.

About VIG

VIG tracks an index of Dividend growth. Over the year to Oct 9, 2026 it returned +12.0% with distributions reinvested. The prospectus expense ratio is 0.04% a year. By its holdings published by its issuer as of Aug 31, 2026, 93% of the fund by weight is stocks the S&P 500 also holds, across 335 positions, with the top ten at 33.5%.

Questions people ask

Which returned more over the last year, JMOM or VIG?
In the year to Oct 9, 2026, with distributions reinvested, JMOM returned +26.2% and VIG +12.0%.
Which is cheaper, JMOM or VIG?
VIG is cheaper, by 0.08 percentage points a year. That is about $8 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do JMOM and VIG overlap with the S&P 500?
By their latest filed holdings, 77% of JMOM and 93% of VIG by weight is stocks the S&P 500 already holds.
Cite this pageCitation, APA and Markdown

ETFIQ, JMOM against VIG, data as of Oct 9, 2026. https://etfiq.com/compare/any/jmom-vs-vig

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.