ETF comparison
MTUMvsSPYM
Momentum Factor vs US Large Cap.
iShares MSCI USA Momentum Factor ETF · State Street SPDR Portfolio S&P 500 ETF
Holdings overlap
105 positions appear in both funds. Buying equal dollars of MTUM and SPYM would leave roughly36.8%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
SPYM is 13 bps cheaper than MTUM. On a $100,000 position that's about $130/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 SPYM.
Top shared holdings
105 shared in total| # | Holding | In MTUM | In SPYM | Overlap |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 4.64% | 7.51% | 4.64% |
| 2 | ALPHABET INC. | 2.94% | 3.25% | 2.94% |
| 3 | BROADCOM INC. | 5.40% | 2.77% | 2.77% |
| 4 | ALPHABET INC. | 2.39% | 2.59% | 2.39% |
| 5 | MICRON TECHNOLOGY, INC. | 5.56% | 2.02% | 2.02% |
| 6 | ADVANCED MICRO DEVICES, INC. | 4.03% | 1.47% | 1.47% |
| 7 | JPMORGAN CHASE & CO. | 2.87% | 1.36% | 1.36% |
| 8 | INTEL CORPORATION | 3.83% | 1.02% | 1.02% |
| 9 | JOHNSON & JOHNSON | 3.76% | 0.95% | 0.95% |
| 10 | APPLIED MATERIALS, INC. | 2.36% | 0.89% | 0.89% |
| 11 | EXXON MOBIL CORPORATION | 3.43% | 0.88% | 0.88% |
| 12 | LAM RESEARCH CORPORATION | 3.61% | 0.84% | 0.84% |
Only in MTUM
20 total- BLOOM ENERGY CORPORATION0.51%
- FTAI Aviation Ltd.0.12%
- ROCKET LAB CORPORATION0.12%
- Credo Technology Group Holding Ltd0.12%
- CURTISS-WRIGHT CORPORATION0.10%
- HEICO CORPORATION0.09%
- AST SPACEMOBILE, INC.0.08%
- HEICO CORPORATION0.08%
- Astera Labs, Inc0.07%
- REVOLUTION MEDICINES, INC.0.07%
Only in SPYM
402 total- Apple Inc6.59%
- Microsoft Corp4.29%
- Amazon.com Inc3.62%
- Meta Platforms Inc1.92%
- Tesla Inc1.83%
- Eli Lilly & Co1.47%
- Berkshire Hathaway Inc1.42%
- Visa Inc0.88%
- Cisco Systems Inc0.72%
- AbbVie Inc0.69%
Open MTUM or SPYM 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.