Skip to main content

ETF comparison

IWF vs SPMO

US Large Cap Growth vs Momentum Factor.

iShares Russell 1000 Growth ETF · Invesco S&P 500 Momentum ETF

Holdings overlap

Weighted by ISIN/CUSIP
44.4 %

52 positions appear in both funds. Buying equal dollars of IWF and SPMO would leave roughly 44.4% of each dollar exposed to the same underlying securities.

IWF unmatched 55.5% Shared 44.4% SPMO unmatched 55.7%

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 IWF only
316 positions
Shared
52 positions
In SPMO only
48 positions

Side by side

IWF

iShares Russell 1000 Growth ETF

iShares · US Large Cap Growth

81 composite / 100
Expense ratio
0.18%
Net assets
$127.74B
TTM yield
0.36%
Top-10 conc.
54.3%
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

82
Cost
87
90
Tax efficiency
84
100
Liquidity
100
37
Concentration
39
—
Tracking quality
—
IWF sub-score SPMO

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

Cost difference

SPMO is 5 bps cheaper than IWF. On a $100,000 position that's about $50/yr more in fees for IWF.

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 IWF vs SPMO.

Top shared holdings

52 shared in total
# Holding In IWF In SPMO Overlap
1 NVIDIA CORPORATION 13.83% 8.46% 8.46%
2 BROADCOM INC. 5.21% 7.58% 5.21%
3 ALPHABET INC. 6.17% 4.81% 4.81%
4 MICRON TECHNOLOGY, INC. 3.86% 10.73% 3.86%
5 ALPHABET INC. 4.98% 3.82% 3.82%
6 ADVANCED MICRO DEVICES, INC. 2.80% 4.14% 2.80%
7 APPLIED MATERIALS, INC. 1.70% 1.77% 1.70%
8 LAM RESEARCH CORPORATION 1.60% 3.54% 1.60%
9 CATERPILLAR INC. 1.43% 2.60% 1.43%
10 KLA CORPORATION 1.17% 1.39% 1.17%
11 GENERAL ELECTRIC COMPANY 1.14% 1.64% 1.14%
12 SANDISK CORPORATION 0.98% 2.46% 0.98%

Only in IWF

316 total
  • APPLE INC. 6.72%
  • MICROSOFT CORPORATION 4.11%
  • TESLA, INC. 3.64%
  • META PLATFORMS, INC. 3.00%
  • ELI LILLY AND COMPANY 2.84%
  • VISA INC. 1.68%
  • MASTERCARD INCORPORATED 1.23%
  • NETFLIX, INC. 0.89%
  • PALO ALTO NETWORKS, INC. 0.81%
  • TEXAS INSTRUMENTS INCORPORATED 0.80%

Only in SPMO

48 total
  • Johnson & Johnson 3.85%
  • Intel Corp. 2.95%
  • Exxon Mobil Corp. 2.78%
  • Cisco Systems, Inc. 2.02%
  • Seagate Technology Holdings PLC 1.88%
  • Goldman Sachs Group, Inc. (The) 1.43%
  • RTX Corp. 1.40%
  • Philip Morris International Inc. 1.29%
  • Newmont Corp. 1.10%
  • Morgan Stanley 0.96%

Percentages are holdings overlap with the named fund.

Open IWF 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.