ITA vs XMMO overlap - what they share and where they differ

ITA and XMMO share 9.7% of their weight across 7 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.

ITA and XMMO

9.7%

7 shared positions

ITA

iShares U.S. Aerospace & Defense ETF

Reported positions cover 100% of the fund, 47 positions · Jun 30, 2026

Top 10: 75.2%·Holdings of ITA

XMMO

Invesco S&P MidCap Momentum ETF

Reported positions cover 100% of the fund, 76 positions · Apr 30, 2026

Top 10: 27.9%·Holdings of XMMO

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

XMMO vs ITA side by side

ITAiShares U.S. Aerospace & Defense ETF

47

stock positions reported to the SEC

89.9% of its weight is in 40 names XMMO does not hold

XMMOInvesco S&P MidCap Momentum ETF

76

stock positions reported to the SEC

84.3% of its weight is in 69 names ITA does not hold

Where each fund's weight sits

ITA
XMMO
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Industrials
58.5%
12.9%
Technology
6.4%
34.1%
Basic Materials
12.4%
13.3%
Real Estate
0.0%
8.7%
Healthcare
0.1%
8.2%

The widest gap is Industrials: ITA has 45.6 points more of it.

The figures side by side

ITAXMMO
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported4776
Weight of the ten largest75.2%27.9%
Largest positionGENERAL ELECTRIC COMPANY 22.6%CW 3.9%
Held alone40 positions, 89.9%69 positions, 84.3%
Covered by stock positions100%100%

Holdings they share

StockIn ITAIn XMMOCounted
CWCURTISS-WRIGHT CORPORATION1.96%3.91%1.96%
ATIATI INC1.89%2.63%1.89%
WWDWOODWARD, INC.1.78%2.58%1.78%
CRSCARPENTER TECHNOLOGY CORPORATION2.15%1.74%1.74%
BWXTBWX TECHNOLOGIES, INC.1.25%2.21%1.25%
KTOSKRATOS DEFENSE & SECURITY SOLUTIONS, INC.0.66%1.86%0.66%
AVAVAEROVIRONMENT, INC.0.37%0.39%0.37%

What each holds alone

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

Only in ITA

GENERAL ELECTRIC COMPANY22.61%
RTXRTX CORPORATION14.82%
BATHE BOEING COMPANY8.90%
TDGTRANSDIGM GROUP INCORPORATED4.59%
HWMHOWMET AEROSPACE INC.4.50%
GDGENERAL DYNAMICS CORPORATION4.33%
LMTLOCKHEED MARTIN CORPORATION4.05%
NOCNorthrop Grumman Corporation3.92%
LHXL3HARRIS TECHNOLOGIES, INC.3.80%
RKLBROCKET LAB CORPORATION3.63%

Only in XMMO

FTITechnipFMC PLC3.60%
FNFabrinet2.86%
TTMITTM Technologies, Inc.2.61%
RGLDRoyal Gold, Inc.2.60%
FLEX LTD.2.56%
NVENT ELECTRIC PLC2.32%
MTZMasTec, Inc.2.26%
NXTNextpower Inc.2.21%
STRLSterling Infrastructure, Inc.2.16%
MLIMueller Industries, Inc.2.12%

Questions people ask

Is ITA the same as XMMO?

9.7% of their weight sits in the same 7 holdings. ITA also reports GENERAL ELECTRIC COMPANY, RTX, BA, which the other does not. XMMO also reports FTI, FN, TTMI, which the other does not.

How is the overlap between ITA and XMMO 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 ITA and 100% of XMMO, so the number cannot exceed the smaller coverage.

Which holds more, XMMO or ITA?

ITA reports 47 stock positions and XMMO reports 76. 89.9% of ITA's weight sits in names XMMO does not hold, and 84.3% of XMMO's weight in names ITA does not hold. The ten largest positions are 75.2% of ITA and 27.9% of XMMO.

How do ITA and XMMO differ by sector?

The widest gap is Industrials: ITA has 45.6 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.

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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.