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ETF comparison

SPMO vs VIG

Momentum Factor vs Dividend.

Invesco S&P 500 Momentum ETF · Vanguard Dividend Appreciation Index Fund ETF Shares

Holdings overlap

Weighted by ISIN/CUSIP
28.0 %

37 positions appear in both funds. Buying equal dollars of SPMO and VIG would leave roughly 28.0% of each dollar exposed to the same underlying securities.

SPMO unmatched 71.9% Shared 28.0% VIG unmatched 71.6%

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 SPMO only
63 positions
Shared
37 positions
In VIG only
296 positions

Side by side

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%
VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard · Dividend

89 composite / 100
Expense ratio
0.040%
Net assets
$135.70B
whole fund, 2 share classes
TTM yield
1.46%
Top-10 conc.
33.4%

Sub-score comparison

87
Cost
96
84
Tax efficiency
78
100
Liquidity
100
40
Concentration
67
—
Tracking quality
—
SPMO sub-score VIG

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

Cost difference

VIG is 9 bps cheaper than SPMO. On a $100,000 position that's about $90/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 SPMO vs VIG.

Top shared holdings

37 shared in total
# Holding In SPMO In VIG Overlap
1 Broadcom Inc. 6.42% 4.63% 4.63%
2 ExxonMobil Holdings Corp. 3.15% 2.78% 2.78%
3 Johnson & Johnson 4.65% 2.67% 2.67%
4 Cisco Systems, Inc. 1.89% 1.98% 1.89%
5 Caterpillar Inc. 2.43% 1.62% 1.62%
6 Lam Research Corp. 3.43% 1.58% 1.58%
7 Coca-Cola Co. (The) 1.39% 1.47% 1.39%
8 Goldman Sachs Group, Inc. (The) 1.46% 1.24% 1.24%
9 KLA Corp. 1.30% 1.03% 1.03%
10 Morgan Stanley 1.01% 1.09% 1.01%
11 Amphenol Corp. 1.42% 0.85% 0.85%
12 Analog Devices, Inc. 0.73% 0.78% 0.73%

Only in SPMO

63 total
  • Micron Technology, Inc. 10.83%
  • NVIDIA Corp. 9.04%
  • Alphabet Inc. 4.39%
  • Advanced Micro Devices, Inc. 3.86%
  • Alphabet Inc. 3.47%
  • Intel Corp. 2.36%
  • Sandisk Corp. 2.33%
  • Applied Materials, Inc. 1.85%
  • Seagate Technology Holdings PLC 1.81%
  • General Electric Co. 1.73%

Only in VIG

296 total
  • Apple Inc 4.45%
  • Microsoft Corp 4.34%
  • JPMorgan Chase & Co 4.07%
  • Eli Lilly & Co 3.93%
  • Visa Inc 2.45%
  • Walmart Inc 2.11%
  • Mastercard Inc 2.00%
  • AbbVie Inc 1.92%
  • Costco Wholesale Corp 1.83%
  • Bank of America Corp 1.75%

Percentages are holdings overlap with the named fund.

Open SPMO or VIG 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.