MTUM vs RPG overlap - what they share and where they differ

MTUM and RPG share 32.3% of their weight across 38 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.

MTUM and RPG

32.3%

38 shared positions

MTUM

iShares MSCI USA Momentum Factor ETF

Reported positions cover 100% of the fund, 122 positions · Apr 30, 2026

Top 10: 42.8%·Holdings of MTUM

RPG

Invesco S&P 500 Pure Growth ETF

Reported positions cover 100% of the fund, 64 positions · Apr 30, 2026

Top 10: 28.7%·Holdings of RPG

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

RPG vs MTUM side by side

MTUMiShares MSCI USA Momentum Factor ETF

122

stock positions reported to the SEC

46.4% of its weight is in 84 names RPG does not hold

RPGInvesco S&P 500 Pure Growth ETF

64

stock positions reported to the SEC

34.7% of its weight is in 26 names MTUM does not hold

Where each fund's weight sits

MTUM
RPG
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
54.7%
50.6%
Industrials
5.4%
15.1%
Consumer Cyclical
4.3%
9.6%
Financial Services
7.4%
0.0%
Basic Materials
0.0%
6.2%
Healthcare
6.0%
6.0%

The widest gap is Industrials: RPG has 9.8 points more of it.

The figures side by side

MTUMRPG
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported12264
Weight of the ten largest42.8%28.7%
Largest positionMU 5.6%SNDK 6.0%
Held alone84 positions, 46.4%26 positions, 34.7%
Covered by stock positions100%100%

Holdings they share

StockIn MTUMIn RPGCounted
MUMICRON TECHNOLOGY, INC.5.56%2.24%2.24%
AMDADVANCED MICRO DEVICES, INC.4.03%1.93%1.93%
GOOGLALPHABET INC.5.33%1.92%1.92%
GEVGE VERNOVA INC.2.53%1.91%1.91%
AVGOBROADCOM INC.5.40%1.76%1.76%
LRCXLAM RESEARCH CORPORATION3.61%1.69%1.69%
NVDANVIDIA CORPORATION4.64%1.66%1.66%
KLACKLA CORPORATION1.61%2.12%1.61%
APHAMPHENOL CORPORATION1.55%2.03%1.55%
PLTRPALANTIR TECHNOLOGIES INC.1.52%1.51%1.51%

What each holds alone

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

Only in MTUM

INTCINTEL CORPORATION3.83%
JNJJOHNSON & JOHNSON3.76%
EXXON MOBIL CORPORATION3.43%
JPMORGAN CHASE & CO.2.87%
WMTWALMART INC.2.75%
GENERAL ELECTRIC COMPANY1.90%
GSTHE GOLDMAN SACHS GROUP, INC.1.69%
WDCWESTERN DIGITAL CORPORATION1.54%
SEAGATE TECHNOLOGY HOLDINGS PUBLIC LIMITED COMPANY1.51%
MSMORGAN STANLEY1.32%

Only in RPG

SNDKSandisk Corp.5.97%
BRK.ABerkshire Hathaway Inc.2.17%
TKOTKO Group Holdings, Inc.1.56%
CRWDCrowdStrike Holdings, Inc.1.53%
WYNNWynn Resorts, Ltd.1.53%
LLYEli Lilly and Co.1.52%
INCYIncyte Corp.1.50%
CCLCarnival Corp.1.42%
RLRalph Lauren Corp.1.40%
LVSLas Vegas Sands Corp.1.31%

Questions people ask

Is MTUM the same as RPG?

32.3% of their weight sits in the same 38 holdings. MTUM also reports INTC, JNJ, EXXON MOBIL CORPORATION, which the other does not. RPG also reports SNDK, BRK.A, TKO, which the other does not.

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

Which holds more, RPG or MTUM?

MTUM reports 122 stock positions and RPG reports 64. 46.4% of MTUM's weight sits in names RPG does not hold, and 34.7% of RPG's weight in names MTUM does not hold. The ten largest positions are 42.8% of MTUM and 28.7% of RPG.

How do MTUM and RPG differ by sector?

The widest gap is Industrials: RPG has 9.8 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.