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

IWY and SPMO share 45.3% of their weight across 29 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.

IWY and SPMO

45.3%

29 shared positions

IWY

iShares Russell Top 200 Growth ETF

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

Top 10: 62.8%·Holdings of IWY

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 IWY 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 IWY side by side

IWYiShares Russell Top 200 Growth ETF

100

stock positions reported to the SEC

45.8% of its weight is in 71 names SPMO does not hold

SPMOInvesco S&P 500 Momentum ETF

97

stock positions reported to the SEC

33.7% of its weight is in 68 names IWY does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
76.5%
67.0%
Consumer Cyclical
8.4%
4.7%
Financial Services
4.3%
5.7%
Healthcare
4.8%
5.6%
Industrials
1.8%
4.7%

The widest gap is Technology: IWY has 9.5 points more of it.

The figures side by side

IWYSPMO
Filing dateJun 30, 2026May 31, 2026
Stock positions reported10097
Weight of the ten largest62.8%55.3%
Largest positionNVDA 14.2%MU 10.7%
Held alone71 positions, 45.8%68 positions, 33.7%
Covered by stock positions100%100%

Holdings they share

StockIn IWYIn SPMOCounted
GOOGLALPHABET INC11.51%8.63%8.63%
NVDANVIDIA CORP14.16%8.46%8.46%
AVGOBROADCOM INC5.64%7.58%5.64%
MUMICRON TECHNOLOGY INC4.87%10.73%4.87%
AMDADVANCED MICRO DEVICES INC3.25%4.14%3.25%
LRCXLAM RESEARCH CORP1.86%3.54%1.86%
AMATAPPLIED MATERIALS INC1.97%1.77%1.77%
CATCATERPILLAR INC1.67%2.60%1.67%
KLACKLA CORP1.36%1.39%1.36%
SNDKSANDISK CORP1.14%2.46%1.14%

What each holds alone

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

Only in IWY

AAPLAPPLE INC7.14%
TSLATESLA INC4.59%
MSFTMICROSOFT CORP4.56%
METAMETA PLATFORMS INC3.68%
LLYELI LILLY & COMPANY3.35%
VVISA INC1.95%
MAMASTERCARD INC1.43%
GEGE AEROSPACE1.33%
NFLXNETFLIX INC1.03%
PANWPALO ALTO NETWORKS INC0.95%

Only in SPMO

JNJJohnson & Johnson3.85%
INTCIntel Corp.2.95%
EXXON MOBIL CORP.2.78%
CSCOCisco Systems, Inc.2.02%
STXSeagate Technology Holdings PLC1.88%
GENERAL ELECTRIC CO.1.64%
GSGoldman Sachs Group, Inc. (The)1.43%
RTXRTX Corp.1.40%
PMPhilip Morris International Inc.1.29%
NEMNewmont Corp.1.10%

Questions people ask

Is IWY the same as SPMO?

45.3% of their weight sits in the same 29 holdings. IWY also reports AAPL, TSLA, MSFT, which the other does not. SPMO also reports JNJ, INTC, EXXON MOBIL CORP., which the other does not.

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

Which holds more, SPMO or IWY?

IWY reports 100 stock positions and SPMO reports 97. 45.8% of IWY's weight sits in names SPMO does not hold, and 33.7% of SPMO's weight in names IWY does not hold. The ten largest positions are 62.8% of IWY and 55.3% of SPMO.

How do IWY and SPMO differ by sector?

The widest gap is Technology: IWY has 9.5 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

IWY 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.