QMOM vs VYM
Alpha Architect US Quantitative Momentum ETF vs Vanguard High Dividend Yield ETF
Which is better, QMOM or VYM?
Mid Cap Growth against Large Cap Value.
VYM has a lower expense ratio. QMOM led over 3Y and the full window, VYM over 1Y and 5Y. QMOM is less concentrated, with 21.2% of the fund in its ten largest positions against 25.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | QMOM | VYM |
|---|---|---|
| Expense Ratio | 0.29% | 0.04%Best |
| AUM | $437M | $78.9B |
| Dividend Yield | 0.49% | 2.37% |
| Holdings | 121 | 608 |
| YTD Return | +9.96% | +11.83%Best |
| 1Y Return | +13.53% | +15.96%Best |
| 3Y Return (annualized) | +21.00%Best | +18.60% |
| 5Y Return (annualized) | +8.72% | +11.51%Best |
| Volatility (annualized) | 21.7% | 14.0%Best |
| Max Drawdown | -39.1% | -35.7%Best |
| $10,000 over 5 years | $15,190 | $17,241Best |
| Top 10 Weight | 21.2%Best | 25.8% |
| Fund Family | Alpha Architect | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Value |
| Inception | Dec 1, 2015 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Dec 2, 2015 to Oct 14, 2026 (10.9 years).
QMOM vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 10.9 years both funds cover.
QMOM vs VYM Performance
Alpha Architect US Quantitative Momentum ETF (QMOM) is an ETF from Alpha Architect and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year QMOM returned +13.53% while VYM returned +15.96%. Year to date, QMOM is up 9.96% versus a gain of 11.83% for VYM.
Over three years, QMOM compounded at +21.00% per year against +18.60% for VYM; over five years the annualized figures are +8.72% and +11.51% respectively. Across the full 11-year window we track, QMOM has the edge at +10.94% annualized vs +9.80%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QMOM has been the more volatile fund, with annualized monthly volatility of 21.7% compared with 14.0% for VYM. 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 -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QMOM charges 0.29% per year while VYM charges 0.04%. On a $10,000 position that is $29 vs $4 annually, a gap of $25 per year that compounds over a long holding period. On income, QMOM currently yields 0.49% against 2.37% for VYM.
Holdings Overlap
40.5% of QMOM's money is in holdings VYM also owns. 6.6% of VYM's money is in holdings QMOM also owns.
The two portfolios partly overlap.
20 positions in common, counted across the 51 positions we hold weights for in QMOM and 602 in VYM, against full books of 121 and 608.
What only one of them owns
Our book lists 554 positions for VYM that do not appear in our book for QMOM (91.3% of the fund), and 28 for QMOM that do not appear in VYM (53.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in QMOM | Weight in VYM | Difference |
|---|---|---|---|
| CATCaterpillar, Inc. | 2.00% | 1.46% | 0.54% |
| MRKMerck & Company Inc | 1.92% | 1.47% | 0.45% |
| MPCMarathon Petroleum Corp | 2.13% | 0.44% | 1.69% |
| DELLDell Technologies Inc | 1.99% | 0.55% | 1.44% |
| VLOValero Energy | 2.09% | 0.43% | 1.66% |
| PSXPhillips 66 | 2.08% | 0.40% | 1.68% |
| HPEHewlett Packard Enterprise Co | 2.10% | 0.28% | 1.82% |
| FDXFedex Corp | 1.99% | 0.29% | 1.70% |
| TRGPTarga Resources Corp Preferred | 2.02% | 0.25% | 1.77% |
| TGTTARGET CORP | 1.98% | 0.29% | 1.69% |
40.5% of QMOM is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QMOM or VYM?
QMOM has an expense ratio of 0.29% while VYM charges 0.04%. VYM is the cheaper option, by $25 a year on a $10,000 investment.
Which performed better, QMOM or VYM?
Over the past year QMOM returned +13.53% vs +15.96% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (11 years), QMOM annualized +10.94% vs +9.80% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QMOM or VYM?
QMOM has been the more volatile fund at 21.7% annualized versus 14.0% for VYM. Worst drawdown: QMOM -39.1% vs VYM -35.7%.
Should I hold both QMOM and VYM?
QMOM and VYM have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between QMOM and VYM?
40.5% of QMOM's money is in holdings VYM also owns. 6.6% of VYM's is in holdings QMOM also owns. They hold 20 positions in common, counted across the 51 positions we hold weights for in QMOM and 602 in VYM.
Which pays a higher dividend, QMOM or VYM?
QMOM yields 0.49% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than QMOM?
VYM has a lower expense ratio. QMOM led over 3Y and the full window, VYM over 1Y and 5Y. QMOM is less concentrated, with 21.2% of the fund in its ten largest positions against 25.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.