ETF comparison

SPMO vs VYM

Momentum Factor vs Dividend.

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

Holdings overlap

Weighted by ISIN/CUSIP
30.6 %

53 positions appear in both funds. Buying equal dollars of SPMO and VYM would leave roughly 30.6% of each dollar exposed to the same underlying securities.

SPMO only 69.4% Shared 30.6% VYM only 68.9%
In SPMO only
47 positions
Shared
53 positions
In VYM only
555 positions

Side by side

SPMO

Invesco S&P 500 Momentum ETF

Invesco · Momentum Factor

83 composite / 100
Expense ratio
0.13%
Net assets
$22.21B
TTM yield
0.70%
Top-10 conc.
50.5%
VYM

Vanguard High Dividend Yield Index Fund ETF Shares

Vanguard · Dividend

90 composite / 100
Expense ratio
0.040%
Net assets
$96.17B
TTM yield
2.27%
Top-10 conc.
25.6%

Sub-score comparison

87
Cost
96
84
Tax efficiency
76
100
Liquidity
100
42
Concentration
78
Tracking quality
SPMO sub-score VYM

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

Cost difference

VYM 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 VYM.

Top shared holdings

53 shared in total
# Holding In SPMO In VYM Overlap
1 Broadcom Inc. 9.01% 8.03% 8.03%
2 JPMorgan Chase & Co. 5.14% 3.34% 3.34%
3 Cisco Systems, Inc. 2.35% 1.52% 1.52%
4 Oracle Corp. 1.79% 1.13% 1.13%
5 Goldman Sachs Group, Inc. (The) 1.47% 1.07% 1.07%
6 Philip Morris International Inc. 2.03% 1.07% 1.07%
7 Wells Fargo & Co. 1.36% 1.06% 1.06%
8 RTX Corp. 1.63% 0.98% 0.98%
9 Morgan Stanley 1.09% 0.90% 0.90%
10 International Business Machines Corp. 1.21% 0.89% 0.89%
11 Citigroup Inc. 1.22% 0.88% 0.88%
12 AT&T Inc. 1.63% 0.75% 0.75%

Only in SPMO

47 total
  • NVIDIA Corp. 8.88%
  • Meta Platforms, Inc. 7.66%
  • Walmart Inc. 4.04%
  • Netflix, Inc. 3.81%
  • Palantir Technologies Inc. 3.54%
  • Visa Inc. 3.16%
  • GE Vernova Inc. 2.70%
  • General Electric Co. 2.60%
  • Amphenol Corp. 1.30%
  • Charles Schwab Corp. (The) 1.23%

Only in VYM

555 total
  • Exxon Mobil Corp 2.72%
  • Johnson & Johnson 2.30%
  • Caterpillar Inc 1.72%
  • AbbVie Inc 1.56%
  • Chevron Corp 1.51%
  • Bank of America Corp 1.44%
  • Procter & Gamble Co/The 1.44%
  • UnitedHealth Group Inc 1.40%
  • Home Depot Inc/The 1.36%
  • Coca-Cola Co/The 1.28%

Open SPMO or VYM 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.