ESGU vs SPMO: Holdings Overlap
ESGUiShares ESG Aware MSCI USA ETF
iShares · 287 holdings · $18.3B · as of 2026-05-31
SPMOInvesco S&P 500 Momentum ETF
Invesco · 99 holdings · $21.3B · as of 2026-05-31
How similar are ESGU and SPMO?
iShares ESG Aware MSCI USA ETF (ESGU, by iShares) holds 287 positions; Invesco S&P 500 Momentum ETF (SPMO, by Invesco) holds 99. They have 68 holdings in common, and by portfolio weight the two funds are 35.6% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 35.6%Sum of the smaller weight of each shared holding
- Shared Holdings
- 68ESGU holds 287 · SPMO holds 99
- Weight in Shared Holdings
- ESGU 37%·SPMO 91%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in ESGU
219 of 287 positions (62.8% of the fund) are not held by SPMO. Showing the top 30 by weight.
Sector Breakdown
| Sector | ESGU | SPMO |
|---|---|---|
| Information Technology | 38.9% | 54.9% |
| Industrials | 8.9% | 12.4% |
| Financials | 11.4% | 5.7% |
| Communication Services | 9.8% | 8.8% |
| Consumer Discretionary | 9.2% | 1.2% |
| Other Sectors | 21.7% | 17.1% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts.
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| ESGU | +3.3% | +14.3% | +23.8% | +20.9% | +12.2% | — | 0.90% |
| SPMO | +0.2% | +26.0% | +29.7% | +39.1% | +20.9% | +20.0% | 0.70% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in ESGU vs SPMO →
Shared Holdings(68)
The top 10 shared positions account for 62% of the overlap, led by NVDA, GOOG and AVGO.
 NVDANVIDIA Corp. COM | 7.77% | 8.46% | 7.77% |
|---|---|---|---|
 GOOGAlphabet Inc. CAP STK CL C | 4.72% | 3.82% | 3.82% |
 AVGOBroadcom Inc COM | 3.07% | 7.58% | 3.07% |
 MUMicron Technology Inc. COM | 1.66% | 10.73% | 1.66% |
 AMDAdvanced Micro Devices Inc. COM | 1.33% | 4.14% | 1.33% |
 GOOGLAlphabet Inc. CAP STK CL A | 1.33% | 4.81% | 1.33% |
 INTCIntel Corporation COM | 0.85% | 2.95% | 0.85% |
 CSCOCisco Systems, Inc. COM | 0.75% | 2.02% | 0.75% |
 AMATApplied Materials Inc. COM | 0.72% | 1.77% | 0.72% |
 LRCXLam Research Corporation COM NEW | 0.71% | 3.54% | 0.71% |
 CATCaterpillar Inc COM | 0.69% | 2.60% | 0.69% |
 XOMExxon Mobil Corp. COM | 0.69% | 2.78% | 0.69% |
 GSGoldman Sachs Group, Inc. (The) | 0.66% | 1.43% | 0.66% |
 JNJJohnson & Johnson COM | 0.61% | 3.85% | 0.61% |
 MSMorgan Stanley COM NEW | 0.51% | 0.96% | 0.51% |
 KOCoca-Cola Co (The) COM | 0.48% | 1.21% | 0.48% |
 PLTRPalantir Technologies, Inc., Class A | 0.47% | 1.39% | 0.47% |
 GEGeneral Electric Co. | 0.46% | 1.64% | 0.46% |
 GEVGE Vernova Inc. COM | 0.44% | 1.33% | 0.44% |
 WDCWestern Digital Corp. COM | 0.43% | 1.77% | 0.43% |
 ADIAnalog Devices Inc. COM | 0.39% | 0.82% | 0.39% |
 CMICummins Inc. COM | 0.37% | 0.51% | 0.37% |
 GILDGilead Sciences Inc. COM | 0.36% | 0.83% | 0.36% |
 STXSeagate Technology Holdings PLC ORD SHS | 0.35% | 1.88% | 0.35% |
 RTXRTX Corp. COM | 0.35% | 1.40% | 0.35% |
Frequently Asked Questions
How much do ESGU and SPMO overlap?
ESGU and SPMO overlap by 35.6% of portfolio weight. They share 68 holdings (ESGU holds 287 positions and SPMO holds 99), based on each fund's latest SEC-reported holdings.
Is it redundant to own both ESGU and SPMO?
The two portfolios are 35.6% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of ESGU and SPMO?
The largest positions held by both funds are NVDA, GOOG, AVGO, MU and AMD. Together the top 10 shared positions account for 62% of the total overlap.
What does ESGU own that SPMO doesn't?
219 positions (62.8% of ESGU) are unique to ESGU, led by AAPL, MSFT and AMZN. In the other direction, 31 positions (8.7% of SPMO) are unique to SPMO.