IVW vs SPMO ETF holdings comparison
iShares S&P 500 Growth ETF (IVW) · Invesco S&P 500 Momentum ETF (SPMO)
IVW and SPMO overlap by 42% by portfolio weight. The remaining 58.0 percentage points are not counted as shared holdings weight by this calculation. They share 58 stocks; the largest shared position is NVIDIA Corp. (NVDA), contributing 8.46% to the overlap.
The holdings dates differ. This can slightly understate overlap for funds tracking similar indexes.
What this means
IVW and SPMO share a material portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "moderate holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.
Overlap by weight sums the smaller of the two funds' weights for every stock they both hold. It answers "how much of my money is in the same stocks either way?" See methodology.
This comparison covers normalized equity positions represented in the dataset. Cash, derivatives, options, structured notes, and other non-equity assets are not included, so the result is not a complete comparison of every asset or risk in either fund.
Top shared holdings
| Company | Ticker | in IVW | in SPMO |
|---|---|---|---|
| NVIDIA Corp. | NVDA | 14.62% | 8.46% |
| Broadcom Inc | AVGO | 5.06% | 7.58% |
| Alphabet Inc. | GOOGL | 5.78% | 4.81% |
| Alphabet Inc. | GOOG | 4.63% | 3.82% |
| Micron Technology Inc. | MU | 1.31% | 10.73% |
| Johnson & Johnson | JNJ | 1.20% | 3.85% |
| Palantir Technologies Inc | PLTR | 1.15% | 1.39% |
| Advanced Micro Devices Inc. | AMD | 1.14% | 4.14% |
| Caterpillar Inc | CAT | 1.14% | 2.60% |
| Applied Materials Inc. | AMAT | 0.94% | 1.77% |
Holdings only in IVW or SPMO
IVW has 85 fund-only positions representing approximately 49.9 percentage points of reported exposure; SPMO has 41 fund-only positions representing approximately 16.8 percentage points of reported exposure. These are positions whose normalized security identifiers appear in one issuer file but not the other.
Largest positions only in IVW
| Company | Ticker | Weight |
|---|---|---|
| Microsoft Corp. | MSFT | 9.48% |
| Apple Inc. | AAPL | 6.43% |
| Meta Platforms Inc | META | 4.32% |
| Amazon.com, Inc. | AMZN | 3.72% |
| Berkshire Hathaway Inc. | BRK.B | 3.03% |
| Eli Lilly & Co. | LLY | 2.51% |
| Tesla Inc | TSLA | 2.24% |
| JPMorgan Chase & Co. | JPM | 1.86% |
| Netflix, Inc. | NFLX | 1.40% |
| Visa Inc | V | 0.96% |
Largest positions only in SPMO
| Company | Ticker | Weight |
|---|---|---|
| Intel Corp. | INTC | 2.95% |
| Exxon Mobil Corp. | XOM | 2.78% |
| Western Digital Corp. | WDC | 1.77% |
| Citigroup Inc. | C | 0.97% |
| Analog Devices, Inc. | ADI | 0.82% |
| Charles Schwab Corp. (The) | SCHW | 0.55% |
| Lockheed Martin Corp. | LMT | 0.50% |
| Altria Group, Inc. | MO | 0.47% |
| McKesson Corp. | MCK | 0.46% |
| L3Harris Technologies, Inc. | LHX | 0.42% |
FAQ
How much do IVW and SPMO overlap?
IVW and SPMO have 42% overlap by weight, sharing 58 equity positions (out of 143 in IVW and 99 in SPMO). The official holdings files used are dated 2026-03-31 for IVW and 2026-05-31 for SPMO.
What does 42% overlap mean?
IVW and SPMO share a material portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "moderate holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.
Which stocks do IVW and SPMO both hold?
The largest shared positions are NVIDIA Corp., Broadcom Inc, Alphabet Inc., Alphabet Inc., Micron Technology Inc.. The top shared holdings with weights in each fund are shown on this page.
What holdings are different between IVW and SPMO?
IVW has 85 positions not found in SPMO, while SPMO has 41 positions not found in IVW. The largest fund-only positions and their weights are shown on this page.