SPMO vs VBR ETF holdings comparison
Invesco S&P 500 Momentum ETF (SPMO) · Vanguard Small-Cap Value ETF (VBR)
SPMO and VBR overlap by 1.5% by portfolio weight. The remaining 98.5 percentage points are not counted as shared holdings weight by this calculation. They share 15 stocks; the largest shared position is EMCOR Group, Inc. (EME), contributing 0.17% to the overlap.
The holdings dates differ. This can slightly understate overlap for funds tracking similar indexes.
What this means
SPMO and VBR share a smaller portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "low 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 SPMO | in VBR |
|---|---|---|---|
| EMCOR Group, Inc. | EME | 0.17% | 0.40% |
| Tapestry, Inc. | TPR | 0.15% | 0.69% |
| Jabil Inc. | JBL | 0.15% | 0.65% |
| C.H. Robinson Worldwide, Inc. | CHRW | 0.14% | 0.48% |
| Atmos Energy Corp. | ATO | 0.11% | 0.74% |
| Albemarle Corp. | ALB | 0.10% | 0.26% |
| NRG Energy, Inc. | NRG | 0.10% | 0.75% |
| Huntington Ingalls Industries, Inc. | HII | 0.09% | 0.36% |
| Evergy, Inc. | EVRG | 0.09% | 0.22% |
| NiSource Inc. | NI | 0.08% | 0.27% |
Holdings only in SPMO or VBR
SPMO has 84 fund-only positions representing approximately 98.6 percentage points of reported exposure; VBR has 820 fund-only positions representing approximately 93.6 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 SPMO
| Company | Ticker | Weight |
|---|---|---|
| Micron Technology, Inc. | MU | 10.73% |
| NVIDIA Corp. | NVDA | 8.46% |
| Broadcom Inc. | AVGO | 7.58% |
| Alphabet Inc. | GOOGL | 4.81% |
| Advanced Micro Devices, Inc. | AMD | 4.14% |
| Johnson & Johnson | JNJ | 3.85% |
| Alphabet Inc. | GOOG | 3.82% |
| Lam Research Corp. | LRCX | 3.54% |
| Intel Corp. | INTC | 2.95% |
| Exxon Mobil Corp. | XOM | 2.78% |
Largest positions only in VBR
| Company | Ticker | Weight |
|---|---|---|
| United Therapeutics Corp | UTHR | 0.63% |
| Flex Ltd | FLEX | 0.58% |
| Omnicom Group Inc | OMC | 0.57% |
| Williams-Sonoma Inc | WSM | 0.53% |
| Smurfit Westrock PLC | SW | 0.50% |
| US Foods Holding Corp | USFD | 0.49% |
| CF Industries Holdings Inc | CF | 0.48% |
| DuPont de Nemours Inc | DD | 0.45% |
| Moderna Inc | MRNA | 0.44% |
| Illumina Inc | ILMN | 0.43% |
FAQ
How much do SPMO and VBR overlap?
SPMO and VBR have 1.5% overlap by weight, sharing 15 equity positions (out of 99 in SPMO and 835 in VBR). The official holdings files used are dated 2026-05-31 for SPMO and 2026-03-31 for VBR.
What does 1.5% overlap mean?
SPMO and VBR share a smaller portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "low 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 SPMO and VBR both hold?
The largest shared positions are EMCOR Group, Inc., Tapestry, Inc., Jabil Inc., C.H. Robinson Worldwide, Inc., Atmos Energy Corp.. The top shared holdings with weights in each fund are shown on this page.
What holdings are different between SPMO and VBR?
SPMO has 84 positions not found in VBR, while VBR has 820 positions not found in SPMO. The largest fund-only positions and their weights are shown on this page.