MTUM vs SPMO: holdings overlap, shared companies and scores
As of October 28, 2026, MTUM and SPMO overlap 70.2% by weight. iShares MSCI USA Momentum Factor ETF (MTUM): Owns a focused strategy. Invesco S&P 500 Momentum ETF (SPMO): High-momentum U.S. stocks.
Updated October 28, 2026
Where MTUM and SPMO trade against their own history
MTUM trades at 25.7 times earnings, against its own median of 28.2, and is cheaper than 63% of its own last 9 years.
SPMO trades at 23.7 times earnings, against its own median of 28.3, and is cheaper than 66% of its own last 9 years.
What moved MTUM and SPMO this week
MTUM rose 1.3% in the week to October 28, 2026. The holdings that moved it most were Palo Alto Networks (+13.6%), Micron Technology (+7.6%) and Advanced Micro Devices (+4.7%); Valero Energy (−11.1%) pushed the other way.
SPMO rose 1.2% in the week to October 28, 2026. The holdings that moved it most were Micron Technology (+7.6%), Advanced Micro Devices (+4.7%) and Palo Alto Networks (+13.6%); Alphabet (−2.9%) pushed the other way.
What do MTUM and SPMO each hold?
What's inside MTUM: Tech 54%, Semiconductors 26%.
35% of MTUM is its ten largest holdings.
What's inside SPMO: Tech 58%, Semiconductors 27%.
51% of SPMO is its ten largest holdings.
How much do MTUM and SPMO overlap? 70.2% by weight
As of October 28, 2026, MTUM and SPMO overlap 70.2% by weight.
79% of MTUM is already inside SPMO.
83% of SPMO is already inside MTUM.
MTUM holds 128 companies and SPMO holds 99; 71 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score MTUM and SPMO? 6.8 and 7.7 out of 10
As of October 28, 2026, ETF Copilot scores MTUM 6.8 out of 10 and SPMO 7.7 out of 10.
They differ most on Quality: MTUM 6.9 and SPMO 8.3.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | MTUM | SPMO |
|---|---|---|
| Growth | 9.0 | 9.3 |
| Value | 5.9 | 6.1 |
| Risk | 2.4 | 3.6 |
| Quality | 6.9 | 8.3 |
| Return | 8.2 | 9.4 |
SPMO is the cheaper of the two at 0.13% a year
As of October 28, 2026, MTUM charges 0.15% a year, yields 0.61% and holds $18.7B in assets across 128 positions.
As of October 28, 2026, SPMO charges 0.13% a year, yields 0.75% and holds $22.3B in assets across 99 positions.
| Measure | MTUM | SPMO |
|---|---|---|
| Expense ratio | 0.15% | 0.13% |
| Dividend yield | 0.61% | 0.75% |
| Assets under management | $18.7B | $22.3B |
| Holdings | 128 | 99 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “MTUM vs SPMO holdings overlap and scores”, as of October 28, 2026.
https://etf-copilot.com/compare/mtum-vs-spmo
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