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

IVW and SPMO share 47.2% of their weight across 55 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.

IVW and SPMO

47.2%

55 shared positions

IVW

iShares S&P 500 Growth ETF

Reported positions cover 100% of the fund, 145 positions · Jun 30, 2026

Top 10: 59.0%·Holdings of IVW

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 IVW 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 IVW side by side

IVWiShares S&P 500 Growth ETF

145

stock positions reported to the SEC

45.5% of its weight is in 90 names SPMO does not hold

SPMOInvesco S&P 500 Momentum ETF

97

stock positions reported to the SEC

18.5% of its weight is in 42 names IVW does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
70.0%
67.0%
Financial Services
8.6%
5.7%
Consumer Cyclical
8.0%
4.7%
Healthcare
6.4%
5.6%
Industrials
2.8%
4.7%

The widest gap is Consumer Cyclical: IVW has 3.3 points more of it.

The figures side by side

IVWSPMO
Filing dateJun 30, 2026May 31, 2026
Stock positions reported14597
Weight of the ten largest59.0%55.3%
Largest positionNVDA 13.7%MU 10.7%
Held alone90 positions, 45.5%42 positions, 18.5%
Covered by stock positions100%100%

Holdings they share

StockIn IVWIn SPMOCounted
GOOGLALPHABET INC10.60%8.63%8.63%
NVDANVIDIA CORP13.65%8.46%8.46%
AVGOBROADCOM INC5.04%7.58%5.04%
MUMICRON TECHNOLOGY INC3.67%10.73%3.67%
AMDADVANCED MICRO DEVICES INC2.67%4.14%2.67%
AMATAPPLIED MATERIALS INC1.62%1.77%1.62%
LRCXLAM RESEARCH CORP1.53%3.54%1.53%
CATCATERPILLAR INC1.38%2.60%1.38%
KLACKLA CORP1.11%1.39%1.11%
JNJJOHNSON & JOHNSON1.02%3.85%1.02%

What each holds alone

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

Only in IVW

MSFTMICROSOFT CORP7.80%
AAPLAPPLE INC5.98%
AMZNAMAZON.COM INC3.48%
METAMETA PLATFORMS INC3.48%
LLYELI LILLY & COMPANY2.67%
BRK.ABERKSHIRE HATHAWAY INC2.58%
TSLATESLA INC2.07%
JPMJP MORGAN CHASE & COMPANY1.68%
VVISA INC0.88%
NFLXNETFLIX INC0.85%

Only in SPMO

INTCIntel Corp.2.95%
EXXON MOBIL CORP.2.78%
WDCWestern Digital Corp.1.77%
GENERAL ELECTRIC CO.1.64%
CCitigroup Inc.0.97%
ADIAnalog Devices, Inc.0.82%
SCHWCharles Schwab Corp. (The)0.55%
LMTLockheed Martin Corp.0.50%
MOAltria Group, Inc.0.47%
MCKMcKesson Corp.0.46%

Questions people ask

Is IVW the same as SPMO?

47.2% of their weight sits in the same 55 holdings. IVW also reports MSFT, AAPL, AMZN, which the other does not. SPMO also reports INTC, EXXON MOBIL CORP., WDC, which the other does not.

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

Which holds more, SPMO or IVW?

IVW reports 145 stock positions and SPMO reports 97. 45.5% of IVW's weight sits in names SPMO does not hold, and 18.5% of SPMO's weight in names IVW does not hold. The ten largest positions are 59.0% of IVW and 55.3% of SPMO.

How do IVW and SPMO differ by sector?

The widest gap is Consumer Cyclical: IVW has 3.3 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.

Other pairs with these funds

IVW against other funds in the table

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.