ETF comparison
MTUMvsSPMO
Both Momentum Factor.
iShares MSCI USA Momentum Factor ETF · Invesco S&P 500 Momentum ETF
Holdings overlap
73 positions appear in both funds. Buying equal dollars of MTUM and SPMO would leave roughly72.1%of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — seewhat we don't scorefor why.
Cost difference
SPMO is 2 bps cheaper than MTUM. On a $100,000 position that's about $20/yr more in fees for MTUM.
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 MTUM vs SPMO.
Top shared holdings
73 shared in total| # | Holding | In MTUM | In SPMO | Overlap |
|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY, INC. | 5.56% | 10.73% | 5.56% |
| 2 | BROADCOM INC. | 5.40% | 7.58% | 5.40% |
| 3 | NVIDIA CORPORATION | 4.64% | 8.46% | 4.64% |
| 4 | ADVANCED MICRO DEVICES, INC. | 4.03% | 4.14% | 4.03% |
| 5 | JOHNSON & JOHNSON | 3.76% | 3.85% | 3.76% |
| 6 | LAM RESEARCH CORPORATION | 3.61% | 3.54% | 3.54% |
| 7 | INTEL CORPORATION | 3.83% | 2.95% | 2.95% |
| 8 | ALPHABET INC. | 2.94% | 4.81% | 2.94% |
| 9 | EXXON MOBIL CORPORATION | 3.43% | 2.78% | 2.78% |
| 10 | CATERPILLAR INC. | 3.21% | 2.60% | 2.60% |
| 11 | ALPHABET INC. | 2.39% | 3.82% | 2.39% |
| 12 | APPLIED MATERIALS, INC. | 2.36% | 1.77% | 1.77% |
Only in MTUM
52 total- JPMORGAN CHASE & CO.2.87%
- WALMART INC.2.75%
- WELLS FARGO & COMPANY1.26%
- INTERNATIONAL BUSINESS MACHINES CORPORATION1.20%
- THE TJX COMPANIES, INC.0.90%
- APPLOVIN CORPORATION0.87%
- ARISTA NETWORKS, INC.0.82%
- CARVANA CO.0.62%
- LUMENTUM HOLDINGS INC.0.56%
- ROYAL CARIBBEAN CRUISES LTD.0.54%
Only in SPMO
27 total- Sandisk Corp.2.46%
- Cisco Systems, Inc.2.02%
- Philip Morris International Inc.1.29%
- Coca-Cola Co. (The)1.21%
- Charles Schwab Corp. (The)0.55%
- Altria Group, Inc.0.47%
- General Dynamics Corp.0.45%
- CME Group Inc.0.41%
- Parker-Hannifin Corp.0.39%
- Williams Cos., Inc. (The)0.31%
Open MTUM 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.