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ETF comparison

SPMO vs VIG

Momentum Factor vs Dividend.

Invesco S&P 500 Momentum ETF · Vanguard Dividend Appreciation Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
25.1 %

36 positions appear in both funds. Buying equal dollars of SPMO and VIG would leave roughly 25.1% of each dollar exposed to the same underlying securities.

SPMO unmatched 75.0% Shared 25.1% VIG unmatched 74.6%

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 SPMO only
64 positions
Shared
36 positions
In VIG only
297 positions

Side by side

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%
VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard · Dividend

89 composite / 100
Expense ratio
0.040%
Net assets
$127.60B
whole fund, 2 share classes
TTM yield
1.50%
Top-10 conc.
33.4%

Sub-score comparison

87
Cost
96
84
Tax efficiency
78
100
Liquidity
100
39
Concentration
67
—
Tracking quality
—
SPMO sub-score VIG

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

Cost difference

VIG is 9 bps cheaper than SPMO. On a $100,000 position that's about $90/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 SPMO vs VIG.

Top shared holdings

36 shared in total
# Holding In SPMO In VIG Overlap
1 Broadcom Inc. 7.58% 4.63% 4.63%
2 Johnson & Johnson 3.85% 2.67% 2.67%
3 Cisco Systems, Inc. 2.02% 1.98% 1.98%
4 Caterpillar Inc. 2.60% 1.62% 1.62%
5 Lam Research Corp. 3.54% 1.58% 1.58%
6 Goldman Sachs Group, Inc. (The) 1.43% 1.24% 1.24%
7 Coca-Cola Co. (The) 1.21% 1.47% 1.21%
8 KLA Corp. 1.39% 1.03% 1.03%
9 Morgan Stanley 0.96% 1.09% 0.96%
10 Amphenol Corp. 1.30% 0.85% 0.85%
11 Analog Devices, Inc. 0.82% 0.78% 0.78%
12 Gilead Sciences, Inc. 0.83% 0.70% 0.70%

Only in SPMO

64 total
  • Micron Technology, Inc. 10.73%
  • NVIDIA Corp. 8.46%
  • Alphabet Inc. 4.81%
  • Advanced Micro Devices, Inc. 4.14%
  • Alphabet Inc. 3.82%
  • Intel Corp. 2.95%
  • Exxon Mobil Corp. 2.78%
  • Sandisk Corp. 2.46%
  • Seagate Technology Holdings PLC 1.88%
  • Applied Materials, Inc. 1.77%

Only in VIG

297 total
  • Apple Inc 4.45%
  • Microsoft Corp 4.34%
  • JPMorgan Chase & Co 4.07%
  • Eli Lilly & Co 3.93%
  • ExxonMobil Holdings Corp 2.78%
  • Visa Inc 2.45%
  • Walmart Inc 2.11%
  • Mastercard Inc 2.00%
  • AbbVie Inc 1.92%
  • Costco Wholesale Corp 1.83%

Percentages are holdings overlap with the named fund.

Open SPMO or VIG 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.