ETF comparison
MTUM vs SPY
Momentum Factor vs US Large Cap.
iShares MSCI USA Momentum Factor ETF · State Street SPDR S&P 500 ETF Trust
Holdings overlap
110 positions appear in both funds. Buying equal dollars of MTUM and SPY would leave roughly 29.0% 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
SPY is 6 bps cheaper than MTUM. On a $100,000 position that's about $56/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 SPY.
Top shared holdings
110 shared in total| # | Holding | In MTUM | In SPY | Overlap |
|---|---|---|---|---|
| 1 | ALPHABET INC. | 2.58% | 3.03% | 2.58% |
| 2 | BROADCOM INC. | 4.72% | 2.54% | 2.54% |
| 3 | ALPHABET INC. | 2.02% | 2.43% | 2.02% |
| 4 | MICRON TECHNOLOGY, INC. | 5.87% | 1.82% | 1.82% |
| 5 | ADVANCED MICRO DEVICES, INC. | 5.11% | 1.55% | 1.55% |
| 6 | EXXONMOBIL HOLDINGS CORPORATION | 3.77% | 1.01% | 1.01% |
| 7 | JOHNSON & JOHNSON | 3.54% | 0.93% | 0.93% |
| 8 | INTEL CORPORATION | 4.06% | 0.89% | 0.89% |
| 9 | WALMART INC. | 2.64% | 0.70% | 0.70% |
| 10 | CISCO SYSTEMS, INC. | 2.55% | 0.66% | 0.66% |
| 11 | LAM RESEARCH CORPORATION | 3.09% | 0.65% | 0.65% |
| 12 | APPLIED MATERIALS, INC. | 3.10% | 0.64% | 0.64% |
Only in MTUM
16 total- TECHNIPFMC PLC 0.27%
- ONEOK, INC. 0.26%
- REVOLUTION MEDICINES, INC. 0.26%
- Astera Labs Inc 0.22%
- ROCKET LAB CORPORATION 0.17%
- CURTISS-WRIGHT CORPORATION 0.16%
- Credo Technology Group Holding Ltd 0.15%
- ROYALTY PHARMA PLC 0.15%
- MASTEC, INC. 0.15%
- XPO, INC. 0.12%
Only in SPY
395 total- NVIDIA CORP 8.50%
- APPLE INC 7.32%
- MICROSOFT CORP 5.77%
- AMAZON.COM INC 3.71%
- META PLATFORMS INC CLASS A 2.41%
- TESLA INC 1.57%
- BERKSHIRE HATHAWAY INC CL B 1.41%
- ELI LILLY + CO 1.37%
- JPMORGAN CHASE + CO 1.33%
- VISA INC CLASS A SHARES 0.92%
Related comparisons
More comparisons with MTUM
- MTUM vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 28.0%
- MTUM vs ITOT · iShares Core S&P Total U.S. Stock Market ETF 27.7%
- MTUM vs VTI · Vanguard Morningstar Total Stock Market ETF 27.6%
- MTUM vs SCHB · Schwab U.S. Broad Market ETF 26.3%
- MTUM vs VUG · Vanguard Morningstar Growth ETF 26.1%
- MTUM vs VO · Vanguard Morningstar Mid-Cap ETF 22.9%
More comparisons with SPY
- SPY vs AVLV · Avantis US Large Cap Value ETF 26.7%
- SPY vs RPG · Invesco S&P 500 Pure Growth ETF 22.2%
- SPY vs RDVY · First Trust Rising Dividend Achievers ETF 22.0%
- SPY vs SPHB · Invesco S&P 500 High Beta ETF 21.6%
- SPY vs ACWV · iShares MSCI Global Min Vol Factor ETF 19.9%
- SPY vs SPHQ · Invesco S&P 500 Quality ETF 18.7%
Percentages are holdings overlap with the named fund.
Open MTUM or SPY 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.