SPMO vs SUSA: Holdings Overlap
SPMOInvesco S&P 500 Momentum ETF
Invesco · 99 holdings · $21.3B · as of 2026-05-31
SUSAiShares ESG Optimized MSCI USA ETF
iShares · 170 holdings · $4.1B · as of 2026-04-30
Holdings snapshots are 31 days apart (SPMO: 2026-05-31, SUSA: 2026-04-30). 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 SUSA?
Invesco S&P 500 Momentum ETF (SPMO, by Invesco) holds 99 positions; iShares ESG Optimized MSCI USA ETF (SUSA, by iShares) holds 170. They have 36 holdings in common, and by portfolio weight the two funds are 32.1% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 32.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 36SPMO holds 99 · SUSA holds 170
- Weight in Shared Holdings
- SPMO 67%·SUSA 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
63 of 99 positions (32.6% of the fund) are not held by SUSA. Showing the top 30 by weight.
Sector Breakdown
| Sector | SPMO | SUSA |
|---|---|---|
| Information Technology | 54.9% | 38.2% |
| Industrials | 12.4% | 11.3% |
| Financials | 5.7% | 11.9% |
| Health Care | 6.2% | 9.0% |
| Communication Services | 8.8% | 8.5% |
| Other Sectors | 12.1% | 21.0% |
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% |
| SUSA | +3.0% | +14.4% | +24.2% | +19.9% | +11.2% | +14.9% | 0.82% |
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 SUSA →
Shared Holdings(36)
The top 10 shared positions account for 76% of the overlap, led by NVDA, GOOG and AVGO.
 NVDANVIDIA Corp. COM | 8.46% | 7.92% | 7.92% |
|---|---|---|---|
 GOOGAlphabet Inc. CAP STK CL C | 3.82% | 3.84% | 3.82% |
 AVGOBroadcom Inc COM | 7.58% | 3.07% | 3.07% |
 GOOGLAlphabet Inc. CAP STK CL A | 4.81% | 3.01% | 3.01% |
 AMATApplied Materials Inc. COM | 1.77% | 1.51% | 1.51% |
 AMDAdvanced Micro Devices Inc. COM | 4.14% | 1.12% | 1.12% |
 LRCXLam Research Corporation COM NEW | 3.54% | 1.03% | 1.03% |
 MSMorgan Stanley COM NEW | 0.96% | 1.38% | 0.96% |
 INTCIntel Corporation COM | 2.95% | 0.96% | 0.96% |
 WDCWestern Digital Corp. COM | 1.77% | 0.94% | 0.94% |
 GILDGilead Sciences Inc. COM | 0.83% | 1.11% | 0.83% |
 CSCOCisco Systems, Inc. COM | 2.02% | 0.67% | 0.67% |
 MUMicron Technology Inc. COM | 10.73% | 0.63% | 0.63% |
 GEVGE Vernova Inc. COM | 1.33% | 0.57% | 0.57% |
 CMICummins Inc. COM | 0.51% | 1.33% | 0.51% |
 BNYThe Bank of New York Mellon Corp. COM | 0.50% | 1.00% | 0.50% |
 JCIJohnson Controls International PLC COM USD1.00 | 0.42% | 0.45% | 0.42% |
 WELLWelltower Inc. COM | 0.76% | 0.39% | 0.39% |
 KOCoca-Cola Co (The) COM | 1.21% | 0.36% | 0.36% |
 WMBWilliams Companies Inc. (The) COM | 0.31% | 0.58% | 0.31% |
 CATCaterpillar Inc COM | 2.60% | 0.31% | 0.31% |
 ADIAnalog Devices Inc. COM | 0.82% | 0.30% | 0.30% |
 NEMNewmont Corporation COM | 1.10% | 0.29% | 0.29% |
 IDXXIDEXX Laboratories Inc. COM | 0.19% | 0.51% | 0.19% |
 STTState Street Corp. COM | 0.17% | 0.38% | 0.17% |
Frequently Asked Questions
How much do SPMO and SUSA overlap?
SPMO and SUSA overlap by 32.1% of portfolio weight. They share 36 holdings (SPMO holds 99 positions and SUSA holds 170), based on each fund's latest SEC-reported holdings.
Is it redundant to own both SPMO and SUSA?
The two portfolios are 32.1% 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 SUSA?
The largest positions held by both funds are NVDA, GOOG, AVGO, GOOGL and AMAT. Together the top 10 shared positions account for 76% of the total overlap.
What does SPMO own that SUSA doesn't?
63 positions (32.6% of SPMO) are unique to SPMO, led by JNJ, XOM and SNDK. In the other direction, 134 positions (62.9% of SUSA) are unique to SUSA.