ETF comparison

IVVvsSPMO

US Large Cap vs Momentum Factor.

iShares Core S&P 500 ETF · Invesco S&P 500 Momentum ETF

Holdings overlap

Weighted by ISIN/CUSIP
38.4%

99 positions appear in both funds. Buying equal dollars of IVV and SPMO would leave roughly38.4%of each dollar exposed to the same underlying securities.

IVV only 61.6%Shared 38.4%SPMO only 61.7%
In IVV only
407 positions
Shared
99 positions
In SPMO only
1 positions

Side by side

IVV

iShares Core S&P 500 ETF

iShares · US Large Cap

91composite / 100
Expense ratio
0.030%
Net assets
$883.99B
TTM yield
1.08%
Top-10 conc.
36.4%
SPMO

Invesco S&P 500 Momentum ETF

Invesco · Momentum Factor

82composite / 100
Expense ratio
0.13%
Net assets
$22.15B
TTM yield
0.71%
Top-10 conc.
52.7%

Sub-score comparison

97
Cost
87
88
Tax efficiency
84
100
Liquidity
100
62
Concentration
39
Tracking quality
IVVsub-scoreSPMO

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

IVV 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 thecost calculator pre-filled with IVV vs SPMO.

Top shared holdings

99 shared in total
#HoldingIn IVVIn SPMOOverlap
1NVIDIA Corp.7.51%8.46%7.51%
2Alphabet, Inc.3.25%4.81%3.25%
3Broadcom, Inc.2.77%7.58%2.77%
4Alphabet, Inc.2.59%3.82%2.59%
5Micron Technology, Inc.2.02%10.73%2.02%
6Advanced Micro Devices, Inc.1.47%4.14%1.47%
7Intel Corp.1.02%2.95%1.02%
8Johnson & Johnson0.95%3.85%0.95%
9Applied Materials, Inc.0.89%1.77%0.89%
10Exxon Mobil Corp.0.88%2.78%0.88%
11Lam Research Corp.0.84%3.54%0.84%
12Caterpillar, Inc.0.76%2.60%0.76%

Only in IVV

407 total
  • Apple, Inc.6.58%
  • Microsoft Corp.4.29%
  • Amazon.com, Inc.3.61%
  • Meta Platforms, Inc.1.92%
  • Tesla, Inc.1.83%
  • Eli Lilly & Co.1.47%
  • Berkshire Hathaway, Inc.1.42%
  • JPMorgan Chase & Co.1.36%
  • Visa, Inc.0.88%
  • Walmart, Inc.0.77%

Only in SPMO

1 total
  • Invesco Government & Agency Portfolio0.04%

Open IVV 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 methodologyand 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.