SPMO vs IGM: Holdings Overlap
SPMOInvesco S&P 500 Momentum ETF
Invesco · 99 holdings · $21.3B · as of 2026-05-31
IGMiShares Expanded Tech Sector ETF
iShares · 288 holdings · $10.7B · as of 2026-03-31
Holdings snapshots are 61 days apart (SPMO: 2026-05-31, IGM: 2026-03-31). 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 SPMO and IGM?
Invesco S&P 500 Momentum ETF (SPMO, by Invesco) holds 99 positions; iShares Expanded Tech Sector ETF (IGM, by iShares) holds 288. They have 23 holdings in common, and by portfolio weight the two funds are 44.5% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 44.5%Sum of the smaller weight of each shared holding
- Shared Holdings
- 23SPMO holds 99 · IGM holds 288
- Weight in Shared Holdings
- SPMO 63%·IGM 46%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
76 of 99 positions (36.6% of the fund) are not held by IGM. Showing the top 30 by weight.
Sector Breakdown
| Sector | SPMO | IGM |
|---|---|---|
| Information Technology | 54.9% | 82.6% |
| Communication Services | 8.8% | 17.1% |
| Industrials | 12.4% | 0.0% |
| Health Care | 6.2% | 0.0% |
| Financials | 5.7% | 0.0% |
| Other Sectors | 12.1% | 0.0% |
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% |
| IGM | +4.5% | +26.9% | +40.7% | +35.3% | +19.1% | +23.9% | 0.13% |
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 IGM →
Shared Holdings(23)
The top 10 shared positions account for 81% of the overlap, led by NVDA, AVGO and GOOGL.
 NVDANVIDIA Corp. | 8.46% | 8.44% | 8.44% |
|---|---|---|---|
 AVGOBroadcom, Inc. | 7.58% | 8.16% | 7.58% |
 GOOGLAlphabet, Inc., Class A | 4.81% | 4.65% | 4.65% |
 GOOGAlphabet, Inc., Class C | 3.82% | 3.73% | 3.73% |
 MUMicron Technology, Inc. | 10.73% | 2.51% | 2.51% |
 AMDAdvanced Micro Devices, Inc. | 4.14% | 2.19% | 2.19% |
 CSCOCisco Systems, Inc. | 2.02% | 2.02% | 2.02% |
 AMATApplied Materials, Inc. | 1.77% | 1.79% | 1.77% |
 LRCXLam Research Corp. | 3.54% | 1.76% | 1.76% |
 PLTRPalantir Technologies, Inc., Class A | 1.39% | 2.20% | 1.39% |
 INTCIntel Corp. | 2.95% | 1.37% | 1.37% |
 KLACKLA Corp. | 1.39% | 1.27% | 1.27% |
 APHAmphenol Corp., Class A | 1.30% | 1.02% | 1.02% |
 ADIAnalog Devices, Inc. | 0.82% | 1.03% | 0.82% |
 GLWCorning, Inc. | 0.95% | 0.70% | 0.70% |
 SNDKSandisk Corp. | 2.46% | 0.62% | 0.62% |
 WDCWestern Digital Corp. | 1.77% | 0.60% | 0.60% |
 STXSeagate Technology Holdings PLC | 1.88% | 0.56% | 0.56% |
 CIENCiena Corp. | 0.63% | 0.36% | 0.36% |
 MPWRMonolithic Power Systems, Inc. | 0.32% | 0.35% | 0.32% |
 TELTE Connectivity PLC | 0.31% | 0.40% | 0.31% |
 TERTeradyne, Inc. | 0.30% | 0.31% | 0.30% |
 JBLJabil, Inc. | 0.15% | 0.18% | 0.15% |
Frequently Asked Questions
How much do SPMO and IGM overlap?
SPMO and IGM overlap by 44.5% of portfolio weight. They share 23 holdings (SPMO holds 99 positions and IGM holds 288), based on each fund's latest SEC-reported holdings.
Is it redundant to own both SPMO and IGM?
The two portfolios are 44.5% 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 IGM?
The largest positions held by both funds are NVDA, AVGO, GOOGL, GOOG and MU. Together the top 10 shared positions account for 81% of the total overlap.
What does SPMO own that IGM doesn't?
76 positions (36.6% of SPMO) are unique to SPMO, led by JNJ, XOM and CAT. In the other direction, 265 positions (53.7% of IGM) are unique to IGM.