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

XAR and XMMO share 14.1% 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.

XAR and XMMO

14.1%

7 shared positions

XAR

State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF

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

Top 10: 30.4%·Holdings of XAR

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 XAR 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 XAR side by side

XARState Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF

47

stock positions reported to the SEC

80.9% 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 XAR does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Industrials
66.0%
12.9%
Technology
15.4%
34.1%
Basic Materials
15.1%
13.3%
Real Estate
0.0%
8.7%
Healthcare
0.5%
8.2%

The widest gap is Industrials: XAR has 53.1 points more of it.

The figures side by side

XARXMMO
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported4776
Weight of the ten largest30.4%27.9%
Largest positionVSEC 3.4%CW 3.9%
Held alone40 positions, 80.9%69 positions, 84.3%
Covered by stock positions100%100%

Holdings they share

StockIn XARIn XMMOCounted
CWCurtiss-Wright Corp2.71%3.91%2.71%
ATIATI Inc2.77%2.63%2.63%
WWDWoodward Inc2.98%2.58%2.58%
BWXTBWX Technologies Inc2.74%2.21%2.21%
KTOSKratos Defense & Security Solutions Inc2.34%1.86%1.86%
CRSCarpenter Technology Corp3.04%1.74%1.74%
AVAVAeroVironment Inc2.46%0.39%0.39%

What each holds alone

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

Only in XAR

VSECVSE Corp3.40%
AXONAxon Enterprise Inc3.22%
SAROStandardAero Inc3.11%
FTAIFTAI Aviation Ltd3.08%
GENERAL ELECTRIC CO3.02%
HEIHEICO Corp2.86%
MOG.AMoog Inc2.86%
TDGTransDigm Group Inc2.83%
HXLHexcel Corp2.81%
KRMNKarman Holdings Inc2.80%

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 XAR the same as XMMO?

14.1% of their weight sits in the same 7 holdings. XAR also reports VSEC, AXON, SARO, which the other does not. XMMO also reports FTI, FN, TTMI, which the other does not.

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

Which holds more, XMMO or XAR?

XAR reports 47 stock positions and XMMO reports 76. 80.9% of XAR's weight sits in names XMMO does not hold, and 84.3% of XMMO's weight in names XAR does not hold. The ten largest positions are 30.4% of XAR and 27.9% of XMMO.

How do XAR and XMMO differ by sector?

The widest gap is Industrials: XAR has 53.1 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.