ETF comparison

IVV vs SPMO

US Large Cap vs Momentum Factor.

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

Holdings overlap

Weighted by ISIN/CUSIP
30.5 %

99 positions appear in both funds. Buying equal dollars of IVV and SPMO would leave roughly 30.5% of each dollar exposed to the same underlying securities.

IVV only 69.4% Shared 30.5% SPMO only 69.5%
In IVV only
406 positions
Shared
99 positions
In SPMO only
1 positions

Side by side

IVV

iShares Core S&P 500 ETF

iShares · US Large Cap

91 composite / 100
Expense ratio
0.030%
Net assets
$888.13B
TTM yield
1.08%
Top-10 conc.
36.4%
SPMO

Invesco S&P 500 Momentum ETF

Invesco · Momentum Factor

83 composite / 100
Expense ratio
0.13%
Net assets
$22.21B
TTM yield
0.70%
Top-10 conc.
50.5%

Sub-score comparison

97
Cost
87
88
Tax efficiency
84
100
Liquidity
100
62
Concentration
42
Tracking quality
IVV sub-score SPMO

Tracking quality isn't part of the composite — see what we don't score for 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 the cost calculator pre-filled with IVV vs SPMO.

Top shared holdings

99 shared in total
# Holding In IVV In SPMO Overlap
1 NVIDIA Corp. 7.56% 8.88% 7.56%
2 Broadcom, Inc. 2.62% 9.01% 2.62%
3 Meta Platforms, Inc. 2.23% 7.66% 2.23%
4 JPMorgan Chase & Co. 1.42% 5.14% 1.42%
5 Walmart, Inc. 0.97% 4.04% 0.97%
6 Visa, Inc. 0.91% 3.16% 0.91%
7 Netflix, Inc. 0.72% 3.81% 0.72%
8 Palantir Technologies, Inc. 0.60% 3.54% 0.60%
9 Cisco Systems, Inc. 0.55% 2.35% 0.55%
10 GE Aerospace 0.53% 2.60% 0.53%
11 RTX Corp. 0.46% 1.63% 0.46%
12 Philip Morris International, Inc. 0.46% 2.03% 0.46%

Only in IVV

406 total
  • Apple, Inc. 6.65%
  • Microsoft Corp. 4.91%
  • Amazon.com, Inc. 3.63%
  • Alphabet, Inc. 2.99%
  • Alphabet, Inc. 2.39%
  • Tesla, Inc. 1.87%
  • Berkshire Hathaway, Inc. 1.57%
  • Eli Lilly & Co. 1.30%
  • Exxon Mobil Corp. 1.27%
  • Johnson & Johnson 1.05%

Only in SPMO

1 total
  • Invesco Government & Agency Portfolio 0.06%

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 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.