ETF comparison
SCHD vs SPMO
Dividend vs Momentum Factor.
Schwab U.S. Dividend Equity ETF · Invesco S&P 500 Momentum ETF
Holdings overlap
6 positions appear in both funds. Buying equal dollars of SCHD and SPMO would leave roughly 2.9% 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
SCHD is 7 bps cheaper than SPMO. On a $100,000 position that's about $70/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 SCHD vs SPMO.
Top shared holdings
6 shared in total| # | Holding | In SCHD | In SPMO | Overlap |
|---|---|---|---|---|
| 1 | Coca-Cola Co/The | 4.16% | 1.39% | 1.39% |
| 2 | Lockheed Martin Corp | 2.77% | 0.54% | 0.54% |
| 3 | Altria Group Inc | 2.78% | 0.48% | 0.48% |
| 4 | Ford Motor Co | 1.33% | 0.25% | 0.25% |
| 5 | Archer-Daniels-Midland Co | 0.95% | 0.16% | 0.16% |
| 6 | Hershey Co/The | 0.64% | 0.11% | 0.11% |
Only in SCHD
93 total- Merck & Co Inc 4.76%
- Amgen Inc 4.70%
- Abbott Laboratories 4.68%
- Chevron Corp 4.01%
- Verizon Communications Inc 3.96%
- ConocoPhillips 3.93%
- Home Depot Inc/The 3.87%
- Procter & Gamble Co/The 3.82%
- UnitedHealth Group Inc 3.82%
- PepsiCo Inc 3.64%
Only in SPMO
94 total- Micron Technology, Inc. 10.83%
- NVIDIA Corp. 9.04%
- Broadcom Inc. 6.42%
- Johnson & Johnson 4.65%
- 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%
Related comparisons
More comparisons with SCHD
- SCHD vs VB · Vanguard Morningstar Small-Cap ETF 2.8%
- SCHD vs VOT · Vanguard Morningstar Mid-Cap Growth ETF 2.6%
- SCHD vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 2.5%
- SCHD vs CGGR · Capital Group Growth ETF 2.5%
- SCHD vs DFSV · DFA U.S. Small Cap Value Portfolio – ETF Class Shares 2.5%
- SCHD vs SCHA · Schwab U.S. Small-Cap ETF 2.3%
More comparisons with SPMO
- 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%
- SPMO vs IWM · iShares Russell 2000 ETF 0.0%
- SPMO vs MTUM · iShares MSCI USA Momentum Factor ETF 58.4%
Percentages are holdings overlap with the named fund.
Open SCHD 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.