ETF comparison
MTUM vs SPMO
Both Momentum Factor.
iShares MSCI USA Momentum Factor ETF · Invesco S&P 500 Momentum ETF
Holdings overlap
53 positions appear in both funds. Buying equal dollars of MTUM and SPMO would leave roughly 57.2% of each dollar exposed to the same underlying securities.
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.
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
53 shared in total| # | Holding | In MTUM | In SPMO | Overlap |
|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY, INC. | 5.87% | 10.73% | 5.87% |
| 2 | BROADCOM INC. | 4.72% | 7.58% | 4.72% |
| 3 | ADVANCED MICRO DEVICES, INC. | 5.11% | 4.14% | 4.14% |
| 4 | JOHNSON & JOHNSON | 3.54% | 3.85% | 3.54% |
| 5 | LAM RESEARCH CORPORATION | 3.09% | 3.54% | 3.09% |
| 6 | INTEL CORPORATION | 4.06% | 2.95% | 2.95% |
| 7 | CATERPILLAR INC. | 3.65% | 2.60% | 2.60% |
| 8 | ALPHABET INC. | 2.58% | 4.81% | 2.58% |
| 9 | CISCO SYSTEMS, INC. | 2.55% | 2.02% | 2.02% |
| 10 | ALPHABET INC. | 2.02% | 3.82% | 2.02% |
| 11 | SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY | 2.21% | 1.88% | 1.88% |
| 12 | APPLIED MATERIALS, INC. | 3.10% | 1.77% | 1.77% |
Only in MTUM
73 total- EXXONMOBIL HOLDINGS CORPORATION 3.77%
- WALMART INC. 2.64%
- TEXAS INSTRUMENTS INCORPORATED 1.87%
- CHEVRON CORPORATION 1.75%
- MARVELL TECHNOLOGY, INC. 1.03%
- CONOCOPHILLIPS 0.82%
- ARISTA NETWORKS, INC. 0.72%
- THE TJX COMPANIES, INC. 0.66%
- BLOOM ENERGY CORPORATION 0.66%
- VERTIV HOLDINGS CO 0.65%
Only in SPMO
47 total- NVIDIA Corp. 8.46%
- Exxon Mobil Corp. 2.78%
- Sandisk Corp. 2.46%
- General Electric Co. 1.64%
- RTX Corp. 1.40%
- Palantir Technologies Inc. 1.39%
- Philip Morris International Inc. 1.29%
- Coca-Cola Co. (The) 1.21%
- Gilead Sciences, Inc. 0.83%
- Charles Schwab Corp. (The) 0.55%
Related comparisons
More comparisons with MTUM
More comparisons with SPMO
Percentages are holdings overlap with the named fund.
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.