SPMO vs ESGU: Holdings Overlap
SPMOInvesco S&P 500 Momentum ETF
Invesco · 99 holdings · $21.3B · as of 2026-05-31
ESGUiShares ESG Aware MSCI USA ETF
iShares · 287 holdings · $18.3B · as of 2026-05-31
How similar are SPMO and ESGU?
Invesco S&P 500 Momentum ETF (SPMO, by Invesco) holds 99 positions; iShares ESG Aware MSCI USA ETF (ESGU, by iShares) holds 287. 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
- 68SPMO holds 99 · ESGU holds 287
- Weight in Shared Holdings
- SPMO 91%·ESGU 37%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 SPMO
31 of 99 positions (8.7% of the fund) are not held by ESGU. Showing the top 30 by weight.
Sector Breakdown
| Sector | SPMO | ESGU |
|---|---|---|
| Information Technology | 54.9% | 38.9% |
| Industrials | 12.4% | 8.9% |
| Financials | 5.7% | 11.4% |
| Communication Services | 8.8% | 9.8% |
| Consumer Discretionary | 1.2% | 9.2% |
| Other Sectors | 17.1% | 21.7% |
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 |
|---|---|---|---|---|---|---|---|
| SPMO | +0.2% | +26.0% | +29.7% | +39.1% | +20.9% | +20.0% | 0.70% |
| ESGU | +3.3% | +14.3% | +23.8% | +20.9% | +12.2% | — | 0.90% |
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 SPMO vs ESGU →
Shared Holdings(68)
The top 10 shared positions account for 62% of the overlap, led by NVDA, GOOG and AVGO.
 NVDANVIDIA Corp. COM | 8.46% | 7.77% | 7.77% |
|---|---|---|---|
 GOOGAlphabet Inc. CAP STK CL C | 3.82% | 4.72% | 3.82% |
 AVGOBroadcom Inc COM | 7.58% | 3.07% | 3.07% |
 MUMicron Technology Inc. COM | 10.73% | 1.66% | 1.66% |
 AMDAdvanced Micro Devices Inc. COM | 4.14% | 1.33% | 1.33% |
 GOOGLAlphabet Inc. CAP STK CL A | 4.81% | 1.33% | 1.33% |
 INTCIntel Corporation COM | 2.95% | 0.85% | 0.85% |
 CSCOCisco Systems, Inc. COM | 2.02% | 0.75% | 0.75% |
 AMATApplied Materials Inc. COM | 1.77% | 0.72% | 0.72% |
 LRCXLam Research Corporation COM NEW | 3.54% | 0.71% | 0.71% |
 CATCaterpillar Inc COM | 2.60% | 0.69% | 0.69% |
 XOMExxon Mobil Corp. COM | 2.78% | 0.69% | 0.69% |
 GSGoldman Sachs Group, Inc. (The) | 1.43% | 0.66% | 0.66% |
 JNJJohnson & Johnson COM | 3.85% | 0.61% | 0.61% |
 MSMorgan Stanley COM NEW | 0.96% | 0.51% | 0.51% |
 KOCoca-Cola Co (The) COM | 1.21% | 0.48% | 0.48% |
 PLTRPalantir Technologies, Inc., Class A | 1.39% | 0.47% | 0.47% |
 GEGeneral Electric Co. | 1.64% | 0.46% | 0.46% |
 GEVGE Vernova Inc. COM | 1.33% | 0.44% | 0.44% |
 WDCWestern Digital Corp. COM | 1.77% | 0.43% | 0.43% |
 ADIAnalog Devices Inc. COM | 0.82% | 0.39% | 0.39% |
 CMICummins Inc. COM | 0.51% | 0.37% | 0.37% |
 GILDGilead Sciences Inc. COM | 0.83% | 0.36% | 0.36% |
 STXSeagate Technology Holdings PLC ORD SHS | 1.88% | 0.35% | 0.35% |
 RTXRTX Corp. COM | 1.40% | 0.35% | 0.35% |
Frequently Asked Questions
How much do SPMO and ESGU overlap?
SPMO and ESGU overlap by 35.6% of portfolio weight. They share 68 holdings (SPMO holds 99 positions and ESGU holds 287), based on each fund's latest SEC-reported holdings.
Is it redundant to own both SPMO and ESGU?
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 SPMO and ESGU?
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 SPMO own that ESGU doesn't?
31 positions (8.7% of SPMO) are unique to SPMO, led by SNDK, PM and LMT. In the other direction, 219 positions (62.8% of ESGU) are unique to ESGU.