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ETF comparison

SCHB vs SPMO

US Total Market vs Momentum Factor.

Schwab U.S. Broad Market ETF · Invesco S&P 500 Momentum ETF

Holdings overlap

Weighted by ISIN/CUSIP
31.9 %

98 positions appear in both funds. Buying equal dollars of SCHB and SPMO would leave roughly 31.9% of each dollar exposed to the same underlying securities.

SCHB unmatched 67.9% Shared 31.9% SPMO unmatched 68.0%

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.

In SCHB only
2,274 positions
Shared
98 positions
In SPMO only
2 positions

Side by side

SCHB

Schwab U.S. Broad Market ETF

Schwab · US Total Market

91 composite / 100
Expense ratio
0.030%
Net assets
$44.23B
TTM yield
1.06%
Top-10 conc.
33.7%
SPMO

Invesco S&P 500 Momentum ETF

Invesco · Momentum Factor

83 composite / 100
Expense ratio
0.13%
Net assets
$21.36B
TTM yield
0.85%
Top-10 conc.
51.7%

Sub-score comparison

97
Cost
87
88
Tax efficiency
84
100
Liquidity
100
66
Concentration
40
—
Tracking quality
—
SCHB sub-score SPMO

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SCHB is 10 bps cheaper than SPMO. On a $100,000 position that's about $100/yr more in fees for SPMO.

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 SCHB vs SPMO.

Top shared holdings

98 shared in total
# Holding In SCHB In SPMO Overlap
1 NVIDIA Corp 7.20% 9.04% 7.20%
2 Alphabet Inc 2.68% 4.39% 2.68%
3 Broadcom Inc 2.36% 6.42% 2.36%
4 Alphabet Inc 2.13% 3.47% 2.13%
5 Micron Technology Inc 1.46% 10.83% 1.46%
6 Advanced Micro Devices Inc 1.03% 3.86% 1.03%
7 ExxonMobil Holdings Corp 0.90% 3.15% 0.90%
8 Johnson & Johnson 0.86% 4.65% 0.86%
9 Intel Corp 0.60% 2.36% 0.60%
10 Cisco Systems Inc 0.59% 1.89% 0.59%
11 Palantir Technologies Inc 0.58% 1.69% 0.58%
12 Lam Research Corp 0.51% 3.43% 0.51%

Only in SCHB

2,274 total
  • Apple Inc 6.27%
  • Microsoft Corp 5.08%
  • Amazon.com Inc 3.42%
  • Meta Platforms Inc 1.69%
  • Tesla Inc 1.39%
  • JPMorgan Chase & Co 1.28%
  • Berkshire Hathaway Inc 1.24%
  • Eli Lilly & Co 1.23%
  • Visa Inc 0.85%
  • Mastercard Inc 0.64%

Only in SPMO

2 total
  • Invesco Government & Agency Portfolio 0.06%
  • Fox Corp. 0.04%

Percentages are holdings overlap with the named fund.

Open SCHB 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.