IVV vs SPMO: Holdings Overlap
iShares · 503 holdings · $901.0B · as of 2026-03-31
SPMOInvesco S&P 500 Momentum ETF
Invesco · 99 holdings · $21.3B · as of 2026-05-31
Holdings snapshots are 61 days apart (IVV: 2026-03-31, SPMO: 2026-05-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are IVV and SPMO?
iShares Core S&P 500 ETF (IVV, by iShares) holds 503 positions; Invesco S&P 500 Momentum ETF (SPMO, by Invesco) holds 99. They have 99 holdings in common, and by portfolio weight the two funds are 33.9% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 33.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 99IVV holds 503 · SPMO holds 99
- Weight in Shared Holdings
- IVV 34%·SPMO 100%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 IVV
404 of 503 positions (65.9% of the fund) are not held by SPMO. Showing the top 30 by weight.
Only in SPMO
Every position in SPMO is also held by IVV, so it brings nothing the other fund doesn’t already own.
Sector Breakdown
| Sector | IVV | SPMO |
|---|---|---|
| Information Technology | 32.6% | 54.9% |
| Financials | 12.6% | 5.7% |
| Industrials | 9.0% | 12.4% |
| Communication Services | 10.5% | 8.8% |
| Consumer Discretionary | 9.8% | 1.2% |
| Other Sectors | 25.3% | 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 |
|---|---|---|---|---|---|---|---|
| IVV | +3.4% | +14.0% | +23.7% | +21.3% | +13.4% | +15.4% | 1.05% |
| 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 IVV vs SPMO →
Shared Holdings(99)
The top 10 shared positions account for 60% of the overlap, led by NVDA, GOOGL and AVGO.
 NVDANVIDIA Corp. | 7.56% | 8.46% | 7.56% |
|---|---|---|---|
 GOOGLAlphabet, Inc., Class A | 2.99% | 4.81% | 2.99% |
 AVGOBroadcom, Inc. | 2.62% | 7.58% | 2.62% |
 GOOGAlphabet, Inc., Class C | 2.39% | 3.82% | 2.39% |
 XOMExxon Mobil Corp. | 1.27% | 2.78% | 1.27% |
 JNJJohnson & Johnson | 1.05% | 3.85% | 1.05% |
 MUMicron Technology, Inc. | 0.68% | 10.73% | 0.68% |
 PLTRPalantir Technologies, Inc., Class A | 0.60% | 1.39% | 0.60% |
 AMDAdvanced Micro Devices, Inc. | 0.59% | 4.14% | 0.59% |
 CATCaterpillar, Inc. | 0.59% | 2.60% | 0.59% |
 CSCOCisco Systems, Inc. | 0.55% | 2.02% | 0.55% |
 GEGeneral Electric Co. | 0.53% | 1.64% | 0.53% |
 KOCoca-Cola Co. (The) | 0.53% | 1.21% | 0.53% |
 AMATApplied Materials, Inc. | 0.48% | 1.77% | 0.48% |
 LRCXLam Research Corp. | 0.48% | 3.54% | 0.48% |
 RTXRTX Corp. | 0.46% | 1.40% | 0.46% |
 PMPhilip Morris International, Inc. | 0.46% | 1.29% | 0.46% |
 GSGoldman Sachs Group, Inc. (The) | 0.45% | 1.43% | 0.45% |
 GEVGE Vernova, Inc. | 0.42% | 1.33% | 0.42% |
 INTCIntel Corp. | 0.37% | 2.95% | 0.37% |
 CCitigroup, Inc. | 0.35% | 0.97% | 0.35% |
 MSMorgan Stanley | 0.35% | 0.96% | 0.35% |
 KLACKLA Corp. | 0.34% | 1.39% | 0.34% |
 GILDGilead Sciences, Inc. | 0.31% | 0.83% | 0.31% |
 SCHWCharles Schwab Corp. (The) | 0.28% | 0.55% | 0.28% |
Frequently Asked Questions
How much do IVV and SPMO overlap?
IVV and SPMO overlap by 33.9% of portfolio weight. They share 99 holdings (IVV holds 503 positions and SPMO holds 99), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IVV and SPMO?
The two portfolios are 33.9% 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 IVV and SPMO?
The largest positions held by both funds are NVDA, GOOGL, AVGO, GOOG and XOM. Together the top 10 shared positions account for 60% of the total overlap.
What does IVV own that SPMO doesn't?
404 positions (65.9% of IVV) are unique to IVV, led by AAPL, MSFT and AMZN. In the other direction, 0 positions (0.0% of SPMO) are unique to SPMO.