Vanguard U.S. Momentum Factor ETF (VFMO) Research

Employing a systematic, quantitative framework, the advisor identifies U.S. equities exhibiting robust recent performance. The fund's holdings form a broadly diversified portfolio, spanning various market capitalizations (large, mid, and small), sectors, and industry groups. Its primary objective is to achieve significant long-term capital appreciation. Generally, a minimum of 80% of the fund's assets are allocated to securities issued by U.S. companies. The fund specifically defines its 'Momentum' factor based on total returns over the periods of month T-12 to T-1 and month T-7 to T-1, in addition to the intercept value from a one-year regression comparing individual stock returns to their regional benchmark.

Market snapshot

Symbol
VFMO
Price
$242.14
Day change
+1.61%
Market cap
$1.7B
52-week range
163.88-243.4
Sector
Financial Services
Industry
Asset Management - Global

Peer companies

  • Capital Group International Equity ETF (CGIE)
  • First Trust Mid Cap Core AlphaDEX Fund (FNX)
  • First Trust Large Cap Value AlphaDEX Fund (FTA)
  • iShares Morningstar Value ETF (ILCV)
  • iShares Morningstar Mid-Cap ETF (IMCB)
  • Vanguard S&P Mid-Cap 400 Value ETF (IVOV)
  • JPMorgan International Bond Opportunities ETF (JPIB)
  • Nuveen ESG Small-Cap (NUSC)

Open Vanguard U.S. Momentum Factor ETF (VFMO) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.