Does Vanguard have a momentum fund?
About Vanguard US Momentum Factor ETF
VFMO-Vanguard U.S. Momentum Factor ETF | Vanguard.
| Ticker | ETF Name | Total Assets |
|---|---|---|
| FFTY | Innovator IBD- 50 ETF | $92,684,150 |
| MTUM | iShares MSCI USA Momentum Factor ETF | $9,350,062,000 |
| QMOM | Alpha Architect U.S. Quantitative Momentum ETF | $174,668,700 |
| VFMO | Vanguard U.S. Momentum Factor ETF | $382,469,600 |
The largest Momentum ETF is the iShares MSCI USA Momentum Factor ETF MTUM with $9.06B in assets. In the last trailing year, the best-performing Momentum ETF was QQH at 36.41%. The most recent ETF launched in the Momentum space was the ProShares NASDAQ-100 Dorsey Wright Momentum ETF QQQA on 05/18/21.
Vanguard Growth & Income Fund (VGIAX)
VGIAX's one-two punch of investment goals helped it beat the overall stock market in 2022 and 2023. Over the past 10 years, this fund's average annual return is about even with the S&P 500. Likewise, its trailing 12-month dividend yield approaches the broad market's.
Vanguard's unique cost structure, the economies of scale it has achieved, and the total number of assets under management (AUM) allow it to offer its ETFs at the lowest cost available in the market. We've listed 10 of the firm's cheapest ETFs by their expense ratio.
The Bottom Line. Most Vanguard index mutual funds have a corresponding ETF. The most significant difference between mutual funds and ETFs is how tradable the shares are. ETFs can be bought and sold throughout the day, whereas mutual fund shares price only once per day.
It is the risk that the overall market can decline, regardless of the performance of individual stocks. This is the most significant risk for any investment strategy, including momentum investing. For example, consider the COVID-19 crisis, which caused the overall market to crash for a short period.
Momentum investing can work, but it may not be practical for all investors. As an individual investor, practicing momentum investing will most likely lead to overall portfolio losses.
| Symbol | Name | 5-Year Return |
|---|---|---|
| GBTC | Grayscale Bitcoin Trust | 58.06% |
| USD | ProShares Ultra Semiconductors | 51.68% |
| FNGU | MicroSectors FANG+™ Index 3X Leveraged ETN | 48.17% |
| TECL | Direxion Daily Technology Bull 3X Shares | 47.16% |
Who is a famous momentum investor?
Greatest Momentum Investor #1: Richard Driehaus. Richard Driehaus, an American investor, is widely known as the father of momentum investing. He founded Driehaus Capital Management in Chicago, focusing on growth and momentum strategies.
But Vanguard's largest fund is, by far, Vanguard Total Stock Market (VTI 0.86%) with a staggering $1.27 trillion in net assets combining ETF and traditional mutual fund shareholders.
Vanguard set out in 1975 under a radical ownership structure that remains unique in the asset management industry. Our company is owned by its member funds, which in turn are owned by fund shareholders. With no outside owners to satisfy, we focus squarely on meeting the investment needs of our clients.
| Vanguard fund | Expense ratio |
|---|---|
| Vanguard Target Retirement 2070 Fund (VSVNX) | 0.08% |
| Vanguard Core Bond Fund Investor Shares (VCORX) | 0.2% |
| Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) | 0.08% |
| Vanguard Long-Term Treasury Index Fund Admiral Shares (VLGSX) | 0.07% |
Ideally, you'll choose a mix of stocks, bonds, and cash investments that will work together to generate a steady stream of retirement income and future growth—all while helping to preserve your money.
Yes. Securities held in Vanguard Brokerage Accounts are eligible for SIPC coverage. If your account number has 8 digits, you have a brokerage account. If your account has an 11-digit account number, it's a mutual fund-only account, which exists on our old platform and isn't covered by the SIPC.
Vanguard is paid by the funds to provide administration and other services. If Vanguard ever did go bankrupt, the funds would not be affected and would simply hire another firm to provide these services.
ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses.
However, there are disadvantages of ETFs. They come with fees, can stray from the value of their underlying asset, and (like any investment) come with risks.
Vanguard and Fidelity are both retirement powerhouses, but Fidelity offers a more well-rounded platform that also caters to active traders. Arielle O'Shea leads the investing and taxes team at NerdWallet.
Are Vanguard funds better than Fidelity?
If you want to actively trade within your accounts, Fidelity might be the better option. However, if you want to focus more on index investing, or you want to use a robo-advisor, Vanguard has a slight edge.
Best Vanguard Funds for Aggressive Investors: Vanguard Explorer (VEXPX) Click to Enlarge If you want to turn up the growth potential and you want to go all-the-way aggressive, look no further than Vanguard Explorer (MUTF:VEXPX).
Money Market Funds
Ultra-conservative investors and unsophisticated investors often stash their cash in money market funds. While these funds provide a high degree of safety, they should only be used for short-term investment. There's no need to avoid equity funds when the economy is slowing.
Limitations of Momentum Investing
Needs Constant Research: This investment strategy is highly time-intensive; you need to keep track of the price of a specific stock or a basket of stocks on a daily basis to choose a suitable investment plans and reduce the risk of potential losses.
| Name | LTP (Day Change) | Trendlyne Momentum Score |
|---|---|---|
| Current | ||
| NBCC (India) Ltd. | 158.1 0.60 (0.4%) | 80.30 |
| SJVN Ltd. | 146.9 -0.05 (0.0%) | 79.50 |
| Housing and Urban De.. | 197.9 -3.75 (-1.9%) | 79.40 |
