ETF comparison
IWD vs SPMO
US Value vs Momentum Factor.
iShares Russell 1000 Value ETF · Invesco S&P 500 Momentum ETF
Holdings overlap
66 positions appear in both funds. Buying equal dollars of IWD and SPMO would leave roughly 16.7% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
SPMO is 5 bps cheaper than IWD. On a $100,000 position that's about $50/yr more in fees for IWD.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with IWD vs SPMO.
Top shared holdings
66 shared in total| # | Holding | In IWD | In SPMO | Overlap |
|---|---|---|---|---|
| 1 | INTEL CORPORATION | 1.72% | 2.36% | 1.72% |
| 2 | JOHNSON & JOHNSON | 1.71% | 4.65% | 1.71% |
| 3 | CISCO SYSTEMS, INC. | 1.30% | 1.89% | 1.30% |
| 4 | THE GOLDMAN SACHS GROUP, INC. | 0.82% | 1.46% | 0.82% |
| 5 | Philip Morris International Inc. | 0.79% | 1.40% | 0.79% |
| 6 | THE COCA-COLA COMPANY | 0.78% | 1.39% | 0.78% |
| 7 | RTX CORPORATION | 0.72% | 1.65% | 0.72% |
| 8 | MORGAN STANLEY | 0.66% | 1.01% | 0.66% |
| 9 | CITIGROUP INC. | 0.56% | 1.04% | 0.56% |
| 10 | ANALOG DEVICES, INC. | 0.50% | 0.73% | 0.50% |
| 11 | WELLTOWER INC. | 0.45% | 0.90% | 0.45% |
| 12 | GILEAD SCIENCES, INC. | 0.44% | 0.92% | 0.44% |
Only in IWD
804 total- AMAZON.COM, INC. 5.93%
- APPLE INC. 5.37%
- MICROSOFT CORPORATION 3.88%
- BERKSHIRE HATHAWAY INC. 2.61%
- JPMORGAN CHASE & CO. 2.45%
- EXXON MOBIL CORPORATION 1.59%
- WALMART INC. 1.27%
- ABBVIE INC. 1.15%
- UNITEDHEALTH GROUP INCORPORATED 1.05%
- BANK OF AMERICA CORPORATION 0.98%
Only in SPMO
34 total- Micron Technology, Inc. 10.83%
- NVIDIA Corp. 9.04%
- Broadcom Inc. 6.42%
- Alphabet Inc. 4.39%
- Advanced Micro Devices, Inc. 3.86%
- Alphabet Inc. 3.47%
- Lam Research Corp. 3.43%
- ExxonMobil Holdings Corp. 3.15%
- Caterpillar Inc. 2.43%
- Sandisk Corp. 2.33%
Related comparisons
More comparisons with IWD
- IWD vs VONG · Vanguard Russell 1000 Growth Index Fund ETF Shares 16.4%
- IWD vs IWF · iShares Russell 1000 Growth ETF 16.3%
- IWD vs NOBL · ProShares S&P 500 Dividend Aristocrats ETF 15.3%
- IWD vs IWY · iShares Russell Top 200 Growth ETF 15.0%
- IWD vs RDVY · First Trust Rising Dividend Achievers ETF 14.8%
- IWD vs SPHQ · Invesco S&P 500 Quality ETF 14.5%
More comparisons with SPMO
- SPMO vs VO · Vanguard Morningstar Mid-Cap ETF 11.8%
- SPMO vs SCHD · Schwab U.S. Dividend Equity ETF 2.9%
- SPMO vs VB · Vanguard Morningstar Small-Cap ETF 1.4%
- SPMO vs IJH · iShares Core S&P Mid-Cap ETF 0.0%
- SPMO vs IJR · iShares Core S&P Small-Cap ETF 0.0%
- SPMO vs IMTM · iShares MSCI Intl Momentum Factor ETF 0.0%
Percentages are holdings overlap with the named fund.
Open IWD or SPMO at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.