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VFMO Is Outshining Broader Indices By More Than 100%, But Still Lagging In Peers
Vanguard US Momentum Factor ETF is upgraded to buy, poised for its highest annual return in 2026 amid strong multi-cap momentum. VFMO's diversified exposure across large, mid, and small caps, combined with a quantitative momentum strategy, supports robust performance and downside mitigation. VFMO trades at lower valuations (25x earnings, 3.8x book) versus benchmarks, with a low 0.13% expense ratio and strong liquidity.
VFMO: Reasonably Valued And Very Diversified Momentum ETF
Vanguard U.S. Momentum Factor ETF offers broad diversification across 627 companies of all sizes, emphasizing technology and maintaining low company-specific risk. VFMO has greatly outperformed a mid-cap benchmark and the S&P 500 over the past year, but its long-term performance is average among momentum peers. VFMO stands out for its low top-10 concentration and reasonable valuation relative to the S&P 500.
VFMO: An Useful Complement To The Russell 3000
Vanguard U.S. Momentum Factor ETF offers active momentum exposure and is best used as a complement to a core Russell 3000 ETF, like IWV. VFMO provides diversification benefits through lower tech concentration, higher exposure to Industrials and small/mid-caps, and a distinct sector allocation versus IWV. Despite similar long-term returns and lower Sharpe ratios, VFMO's active management reduces drawdown risk and correlation during market stress, enhancing risk-adjusted performance.
Vanguard U.S. Momentum Factor Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 3,560 | $491,711.21 | $796,443.2 | $304,731.99 | 61.97% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 10 | $2,495.1 | $2,237.2 | -$257.9 | -10.34% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 29,870 | $7.45M | $6.95M | -$502,221 | -6.74% |
| SAO Sherry A. O'Brien Anderson Hoagland & Co | 109,865 | $13.17M | $24.58M | $11.41M | 86.58% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,802 | $784,854.04 | $1.12M | $333,531.71 | 42.5% |
Vanguard U.S. Momentum Factor Fund (VFMO) FAQ
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Vanguard U.S. Momentum Factor Fund Profile
| BATS Exchange | US Country |
Overview
This company is focused on delivering above-market returns to its investors by primarily investing in U.S. common stocks. It operates on the principle of selecting stocks that have shown strong recent performance, as assessed by the company's advisors. The investment strategy encompasses a wide array of sectors and industries, aiming for a diversified portfolio that mitigates risk while seeking to capitalize on growth opportunities. A significant commitment is made to ensure that at least 80% of the fund's assets are invested in securities issued by U.S. companies, reinforcing its dedication to the domestic market. This approach is designed to appeal to investors looking for growth-oriented U.S. equity exposure.
Products and Services
- U.S. Common Stocks Investment
This service focuses on investing in a diverse array of U.S. common stocks, selected for their potential to outperform the broader U.S. equity market. The selection process is guided by the fund's advisors who analyze stocks based on their recent performance, aiming to identify those with the best prospects for future growth.
- Market Sector and Industry Group Diversification
Understanding the importance of diversification, the fund ensures its portfolio spans numerous market sectors and industry groups. This strategy is aimed at spreading risk and exploiting opportunities across the entire economy, rather than being overly concentrated in specific sectors that might underperform.
- Securities Issued by U.S. Companies
Consistent with its strategy of supporting the domestic economy and providing its investors with growth opportunities within the U.S., the fund commits at least 80% of its assets to securities issued by U.S. companies. This offers investors exposure to the U.S. market's potential for growth and stability.
