IVWvsSPMO

iShares S&P 500 Growth ETF or Invesco S&P 500 Momentum ETF, side by side from their own SEC filings. 48% of their stock holdings are the same at the same weight, across 58 stocks in both. SPMO costs 0.13% a year against 0.18% for IVW, $5 a year less on $10,000. Over the last twelve months IVW returned +25.5% and SPMO +44.1%.

48%of the two portfolios is the same stocks at the same weight
IVW55% in stocks the other holds too
SPMO83% in stocks the other holds too
stocks in bothstocks only in that fundbonds, cash and unmatched shares

The two funds

From each fund's latest N-PORT filing and its prospectus.

IVWSPMOYearly cost0.18%0.13%Net assets$75.0B$19.9BPositions150102Last 12 months+25.5%+44.1%3 years, a year+25.7%+42.9%5 years, a year+14.4%+23.5%Largest holdingNVDA 13.6%MU 10.7%Main sectorTechnology 52%Technology 55%Holdings as ofJun 30, 2026May 31, 2026

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.

IVW$329SPMO$403
September 2019May 2026

More comparisons

From each fund’s Form N-PORT (IVW: 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.