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ETF comparison

SCHB vs SPMO

US Total Market vs Momentum Factor.

Schwab U.S. Broad Market ETF · Invesco S&P 500 Momentum ETF

Holdings overlap

Weighted by ISIN/CUSIP
33.2 %

98 positions appear in both funds. Buying equal dollars of SCHB and SPMO would leave roughly 33.2% of each dollar exposed to the same underlying securities.

SCHB unmatched 66.7% Shared 33.2% SPMO unmatched 66.9%

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.

In SCHB only
2,307 positions
Shared
98 positions
In SPMO only
2 positions

Side by side

SCHB

Schwab U.S. Broad Market ETF

Schwab · US Total Market

91 composite / 100
Expense ratio
0.030%
Net assets
$44.43B
TTM yield
1.05%
Top-10 conc.
34.9%
SPMO

Invesco S&P 500 Momentum ETF

Invesco · Momentum Factor

82 composite / 100
Expense ratio
0.13%
Net assets
$23.02B
TTM yield
0.79%
Top-10 conc.
52.7%

Sub-score comparison

97
Cost
87
88
Tax efficiency
84
100
Liquidity
100
64
Concentration
39
—
Tracking quality
—
SCHB sub-score SPMO

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHB is 10 bps cheaper than SPMO. On a $100,000 position that's about $100/yr more in fees for SPMO.

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 SCHB vs SPMO.

Top shared holdings

98 shared in total
# Holding In SCHB In SPMO Overlap
1 NVIDIA Corp 7.02% 8.46% 7.02%
2 Alphabet Inc 3.03% 4.81% 3.03%
3 Broadcom Inc 2.90% 7.58% 2.90%
4 Alphabet Inc 2.41% 3.82% 2.41%
5 Micron Technology Inc 1.49% 10.73% 1.49%
6 Advanced Micro Devices Inc 1.15% 4.14% 1.15%
7 Exxon Mobil Corp 0.83% 2.78% 0.83%
8 Johnson & Johnson 0.74% 3.85% 0.74%
9 Intel Corp 0.74% 2.95% 0.74%
10 Cisco Systems Inc 0.65% 2.02% 0.65%
11 Caterpillar Inc 0.56% 2.60% 0.56%
12 Lam Research Corp 0.54% 3.54% 0.54%

Only in SCHB

2,307 total
  • Apple Inc 6.26%
  • Microsoft Corp 4.57%
  • Amazon.com Inc 3.62%
  • Meta Platforms Inc 1.89%
  • Tesla Inc 1.68%
  • Eli Lilly & Co 1.20%
  • Berkshire Hathaway Inc 1.19%
  • JPMorgan Chase & Co 1.10%
  • Visa Inc 0.75%
  • Walmart Inc 0.69%

Only in SPMO

2 total
  • Invesco Government & Agency Portfolio 0.04%
  • Fox Corp. 0.03%

Percentages are holdings overlap with the named fund.

Open SCHB 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.