ETF comparison
MTUM vs SPMO
Both Momentum Factor.
iShares MSCI USA Momentum Factor ETF · Invesco S&P 500 Momentum ETF
Holdings overlap
47 positions appear in both funds. Buying equal dollars of MTUM and SPMO would leave roughly 40.9% of each dollar exposed to the same underlying securities.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for 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 the cost calculator pre-filled with MTUM vs SPMO.
Top shared holdings
47 shared in total| # | Holding | In MTUM | In SPMO | Overlap |
|---|---|---|---|---|
| 1 | BROADCOM INC. | 5.40% | 9.01% | 5.40% |
| 2 | NVIDIA CORPORATION | 4.64% | 8.88% | 4.64% |
| 3 | JPMORGAN CHASE & CO. | 2.87% | 5.14% | 2.87% |
| 4 | WALMART INC. | 2.75% | 4.04% | 2.75% |
| 5 | GE VERNOVA INC. | 2.53% | 2.70% | 2.53% |
| 6 | GENERAL ELECTRIC COMPANY | 1.90% | 2.60% | 1.90% |
| 7 | PALANTIR TECHNOLOGIES INC. | 1.52% | 3.54% | 1.52% |
| 8 | THE GOLDMAN SACHS GROUP, INC. | 1.69% | 1.47% | 1.47% |
| 9 | RTX CORPORATION | 1.46% | 1.63% | 1.46% |
| 10 | AMPHENOL CORPORATION | 1.55% | 1.30% | 1.30% |
| 11 | WELLS FARGO & COMPANY | 1.26% | 1.36% | 1.26% |
| 12 | INTERNATIONAL BUSINESS MACHINES CORPORATION | 1.20% | 1.21% | 1.20% |
Only in MTUM
78 total- MICRON TECHNOLOGY, INC. 5.56%
- ADVANCED MICRO DEVICES, INC. 4.03%
- INTEL CORPORATION 3.83%
- JOHNSON & JOHNSON 3.76%
- LAM RESEARCH CORPORATION 3.61%
- EXXON MOBIL CORPORATION 3.43%
- CATERPILLAR INC. 3.21%
- ALPHABET INC. 2.94%
- ALPHABET INC. 2.39%
- APPLIED MATERIALS, INC. 2.36%
Only in SPMO
53 total- Meta Platforms, Inc. 7.66%
- Netflix, Inc. 3.81%
- Visa Inc. 3.16%
- Cisco Systems, Inc. 2.35%
- Philip Morris International Inc. 2.03%
- Oracle Corp. 1.79%
- AT&T Inc. 1.63%
- Charles Schwab Corp. (The) 1.23%
- CME Group Inc. 1.16%
- Deere & Co. 0.99%
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 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.