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ETF comparison

ITOT vs SPMO

US Total Market vs Momentum Factor.

iShares Core S&P Total U.S. Stock Market ETF · Invesco S&P 500 Momentum ETF

Holdings overlap

Weighted by ISIN/CUSIP
33.9 %

99 positions appear in both funds. Buying equal dollars of ITOT and SPMO would leave roughly 33.9% of each dollar exposed to the same underlying securities.

ITOT unmatched 65.9% Shared 33.9% SPMO unmatched 66.2%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In ITOT only
2,399 positions
Shared
99 positions
In SPMO only
1 positions

Side by side

ITOT

iShares Core S&P Total U.S. Stock Market ETF

iShares · US Total Market

92 composite / 100
Expense ratio
0.030%
Net assets
$95.86B
TTM yield
1.02%
Top-10 conc.
32.1%
SPMO

Invesco S&P 500 Momentum ETF

Invesco · Momentum Factor

82 composite / 100
Expense ratio
0.13%
Net assets
$23.02B
TTM yield
0.79%
Top-10 conc.
52.7%

Sub-score comparison

97
Cost
87
88
Tax efficiency
84
100
Liquidity
100
68
Concentration
39
—
Tracking quality
—
ITOT sub-score SPMO

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

ITOT is 10 bps cheaper than SPMO. On a $100,000 position that's about $100/yr more in fees for SPMO.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with ITOT vs SPMO.

Top shared holdings

99 shared in total
# Holding In ITOT In SPMO Overlap
1 NVIDIA Corp. 6.63% 8.46% 6.63%
2 Alphabet, Inc. 2.86% 4.81% 2.86%
3 Broadcom, Inc. 2.45% 7.58% 2.45%
4 Alphabet, Inc. 2.29% 3.82% 2.29%
5 Micron Technology, Inc. 1.78% 10.73% 1.78%
6 Advanced Micro Devices, Inc. 1.30% 4.14% 1.30%
7 Intel Corp. 0.90% 2.95% 0.90%
8 Johnson & Johnson 0.84% 3.85% 0.84%
9 Applied Materials, Inc. 0.78% 1.77% 0.78%
10 Exxon Mobil Corp. 0.77% 2.78% 0.77%
11 Lam Research Corp. 0.74% 3.54% 0.74%
12 Caterpillar, Inc. 0.67% 2.60% 0.67%

Only in ITOT

2,399 total
  • Apple, Inc. 5.81%
  • Microsoft Corp. 3.79%
  • Amazon.com, Inc. 3.19%
  • Meta Platforms, Inc. 1.69%
  • Tesla, Inc. 1.62%
  • Eli Lilly & Co. 1.30%
  • Berkshire Hathaway, Inc. 1.25%
  • JPMorgan Chase & Co. 1.20%
  • Visa, Inc. 0.78%
  • Walmart, Inc. 0.68%

Only in SPMO

1 total
  • Invesco Government & Agency Portfolio 0.04%

Percentages are holdings overlap with the named fund.

Open ITOT or SPMO at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.