IUSGvsSPMO
iShares Core S&P U.S. Growth ETF or Invesco S&P 500 Momentum ETF, side by side from their own SEC filings. 46% of their stock holdings are the same at the same weight, across 58 stocks in both. IUSG costs 0.04% a year against 0.13% for SPMO, $9 a year less on $10,000. Over the last twelve months IUSG returned +25.9% and SPMO +44.1%.
The two funds
From each fund's latest N-PORT filing and its prospectus.
Returns are total returns with dividends reinvested, from the funds’ own monthly figures; “(price)” marks a fund whose filing record is younger than a year, whose twelve months are its price change. The stronger figure in each row is set in bold. Past returns say what happened, not what will.
Growth of $100
Both funds from September 2019, the first month both report, dividends reinvested.
What they both hold
58 stocks are in both funds: 52% of IUSG and 83% of SPMO. The biggest shared positions:
Only in IUSG
Its biggest stocks the other fund does not hold.
Only in SPMO
Its biggest stocks the other fund does not hold.
More comparisons
From each fund’s Form N-PORT (IUSG: June 2026, SPMO: May 2026) and prospectus, via the SEC’s public data sets. Overlap counts only the stocks we can match to a listing: stock by stock, the smaller of the two weights, added up.