ETF comparison

OMFLvsSPYM

Multi-Factor vs US Large Cap.

Invesco Russell 1000 Dynamic Multifactor ETF · State Street SPDR Portfolio S&P 500 ETF

Holdings overlap

Weighted by ISIN/CUSIP
52.2%

324 positions appear in both funds. Buying equal dollars of OMFL and SPYM would leave roughly52.2%of each dollar exposed to the same underlying securities.

OMFL only 47.8%Shared 52.2%SPYM only 47.7%
In OMFL only
154 positions
Shared
324 positions
In SPYM only
183 positions

Side by side

OMFL

Invesco Russell 1000 Dynamic Multifactor ETF

Invesco · Multi-Factor

77composite / 100
Expense ratio
0.29%
Net assets
$4.80B
TTM yield
0.81%
Top-10 conc.
36.5%
SPYM

State Street SPDR Portfolio S&P 500 ETF

State Street · US Large Cap

91composite / 100
Expense ratio
0.020%
Net assets
$171.26B
TTM yield
1.02%
Top-10 conc.
36.4%

Sub-score comparison

71
Cost
98
86
Tax efficiency
88
86
Liquidity
100
62
Concentration
62
Tracking quality
OMFLsub-scoreSPYM

Tracking quality isn't part of the composite — seewhat we don't scorefor why.

Cost difference

SPYM is 27 bps cheaper than OMFL. On a $100,000 position that's about $270/yr more in fees for OMFL.

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 OMFL vs SPYM.

Top shared holdings

324 shared in total
#HoldingIn OMFLIn SPYMOverlap
1Apple Inc.8.57%6.59%6.59%
2NVIDIA Corp.5.05%7.51%5.05%
3Alphabet Inc.4.38%3.25%3.25%
4Microsoft Corp.3.14%4.29%3.14%
5Alphabet Inc.3.53%2.59%2.59%
6Micron Technology, Inc.2.37%2.02%2.02%
7Meta Platforms, Inc.1.84%1.92%1.84%
8Amazon.com, Inc.1.65%3.62%1.65%
9Berkshire Hathaway Inc.1.54%1.42%1.42%
10Applied Materials, Inc.1.19%0.89%0.89%
11Visa Inc.2.59%0.88%0.88%
12Broadcom Inc.0.86%2.77%0.86%

Only in OMFL

154 total
  • United Therapeutics Corp.0.51%
  • Carlisle Cos. Inc.0.36%
  • Exelixis, Inc.0.30%
  • Reliance, Inc.0.28%
  • SEI Investments Co.0.26%
  • TechnipFMC PLC0.25%
  • Solstice Advanced Materials Inc.0.21%
  • Texas Roadhouse, Inc.0.19%
  • MGIC Investment Corp.0.16%
  • Chemed Corp.0.13%

Only in SPYM

183 total
  • JPMorgan Chase & Co1.36%
  • Intel Corp1.02%
  • General Electric Co0.60%
  • Bank of America Corp0.58%
  • Home Depot Inc/The0.54%
  • Sandisk Corp0.52%
  • Goldman Sachs Group Inc/The0.46%
  • International Business Machines Corp0.41%
  • Marvell Technology Inc0.40%
  • Wells Fargo & Co0.39%

Open OMFL 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.