IGM vs SPMO overlap - what they share and where they differ

IGM and SPMO share 52.0% of their weight across 22 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

IGM and SPMO

52.0%

22 shared positions

IGM

iShares Expanded Tech Sector ETF

Reported positions cover 100% of the fund, 273 positions · Jun 30, 2026

Top 10: 58.1%·Holdings of IGM

SPMO

Invesco S&P 500 Momentum ETF

Reported positions cover 100% of the fund, 97 positions · May 31, 2026

Top 10: 55.3%·Holdings of SPMO

Reported positions cover IGM 100%, SPMO 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SPMO vs IGM side by side

IGMiShares Expanded Tech Sector ETF

273

stock positions reported to the SEC

46.7% of its weight is in 251 names SPMO does not hold

SPMOInvesco S&P 500 Momentum ETF

97

stock positions reported to the SEC

36.6% of its weight is in 75 names IGM does not hold

Where each fund's weight sits

IGM
SPMO
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
94.8%
67.0%
Financial Services
0.0%
5.7%
Healthcare
1.2%
5.6%
Consumer Cyclical
0.6%
4.7%
Industrials
0.0%
4.7%
Communication Services
1.4%
0.0%

The widest gap is Technology: IGM has 27.8 points more of it.

The figures side by side

IGMSPMO
Filing dateJun 30, 2026May 31, 2026
Stock positions reported27397
Weight of the ten largest58.1%55.3%
Largest positionGOOGL 8.0%MU 10.7%
Held alone251 positions, 46.7%75 positions, 36.6%
Covered by stock positions100%100%

Holdings they share

StockIn IGMIn SPMOCounted
GOOGLAlphabet, Inc.7.98%8.63%7.98%
NVDANVIDIA Corp.7.96%8.46%7.96%
AVGOBroadcom, Inc.7.60%7.58%7.58%
MUMicron Technology, Inc.5.46%10.73%5.46%
AMDAdvanced Micro Devices, Inc.4.13%4.14%4.13%
INTCIntel Corp.2.87%2.95%2.87%
LRCXLam Research Corp.2.36%3.54%2.36%
CSCOCisco Systems, Inc.2.02%2.02%2.02%
AMATApplied Materials, Inc.2.50%1.77%1.77%
SNDKSandisk Corp.1.47%2.46%1.47%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in IGM

AAPLApple, Inc.7.91%
MSFTMicrosoft Corp.7.49%
METAMeta Platforms, Inc.4.16%
NFLXNetflix, Inc.1.31%
PANWPalo Alto Networks, Inc.1.20%
TXNTexas Instruments, Inc.1.18%
IBMInternational Business Machines Corp.1.15%
MRVLMarvell Technology, Inc.1.14%
ORCLOracle Corp.1.08%
CRWDCrowdstrike Holdings, Inc.0.85%

Only in SPMO

JNJJohnson & Johnson3.85%
EXXON MOBIL CORP.2.78%
CATCaterpillar Inc.2.60%
GENERAL ELECTRIC CO.1.64%
GSGoldman Sachs Group, Inc. (The)1.43%
RTXRTX Corp.1.40%
GEVGE Vernova Inc.1.33%
PMPhilip Morris International Inc.1.29%
KOCoca-Cola Co. (The)1.21%
NEMNewmont Corp.1.10%

Questions people ask

Is IGM the same as SPMO?

52.0% of their weight sits in the same 22 holdings. IGM also reports AAPL, MSFT, META, which the other does not. SPMO also reports JNJ, EXXON MOBIL CORP., CAT, which the other does not.

How is the overlap between IGM and SPMO measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of IGM and 100% of SPMO, so the number cannot exceed the smaller coverage.

Which holds more, SPMO or IGM?

IGM reports 273 stock positions and SPMO reports 97. 46.7% of IGM's weight sits in names SPMO does not hold, and 36.6% of SPMO's weight in names IGM does not hold. The ten largest positions are 58.1% of IGM and 55.3% of SPMO.

How do IGM and SPMO differ by sector?

The widest gap is Technology: IGM has 27.8 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.