Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.
SCHX vs SPMO: how they differ
SCHX and SPMO hold 35% of their weight in the same names, and SPMO returned more over the year.
Schwab U.S. Large-Cap ETF and Invesco S&P 500 Momentum ETF.
What they hold in common
By the books each fund has filed, SCHX and SPMO hold 35% of their money in the same securities at the same weight.
| Holding | SCHX | SPMO |
|---|---|---|
| NVIDIA Corp | 7.51% | 8.46% |
| Alphabet Inc | 3.24% | 4.81% |
| Broadcom Inc | 3.10% | 7.58% |
| Alphabet Inc | 2.58% | 3.81% |
| Micron Technology Inc | 1.60% | 10.72% |
| Advanced Micro Devices Inc | 1.23% | 4.14% |
| Exxon Mobil Corp | 0.89% | 2.78% |
| Johnson & Johnson | 0.80% | 3.85% |
| Intel Corp | 0.79% | 2.95% |
| Cisco Systems Inc | 0.70% | 2.02% |
| Caterpillar Inc | 0.60% | 2.60% |
| Lam Research Corp | 0.58% | 3.54% |
| Only in SCHX | Only in SPMO |
|---|---|
| Apple Inc 6.71% | Sandisk Corp. 2.46% |
| Microsoft Corp 4.89% | Seagate Technology Holdings PLC 1.88% |
| Amazon.com Inc 3.87% | Johnson Controls International PLC 0.42% |
| Meta Platforms Inc 2.02% | TE Connectivity PLC 0.31% |
| Tesla Inc 1.79% | Bunge Global S.A. 0.08% |
| Eli Lilly & Co 1.28% | Invesco Ltd. 0.05% |
| Berkshire Hathaway Inc 1.27% | Fox Corp. 0.03% |
| JPMorgan Chase & Co 1.18% |
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated May 31, 2026.
| SCHX Schwab U.S. Large-Cap ETF | SPMO Invesco S&P 500 Momentum ETF | |
|---|---|---|
| Where it sits | Core index fund | Core index fund |
| Issuer | Schwab | Invesco |
| What it is | U.S. Large-Cap | S&P 500 Momentum |
| Total return, 1 year | +16.8% | +24.5% |
| S&P 500 over the same days | +17.5% | +17.5% |
| Gap to the S&P 500 | −0.7 pts | +7.0 pts |
| Expense ratio | 0.03% | 0.13% |
| Already in the S&P 500 | 94.9% | 100.0% |
| Holdings | 748 | 99 |
SCHX in plain words
SCHX is an index equity fund tracking the U.S. Large-Cap. Over the year to Sep 11, 2026 it returned +16.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 748 positions, with the top ten at 37.3%.
SPMO in plain words
SPMO is an index equity fund tracking the S&P 500 Momentum. Over the year to Sep 11, 2026 it returned +24.5% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.13% a year. By its holdings filed for May 31, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 99 positions, with the top ten at 52.6%. It sat 8.3% below its high of Jun 22, 2026 on Sep 11, 2026.
Questions people ask
- Which returned more over the last year, SCHX or SPMO?
- In the year to Sep 12, 2026, with distributions reinvested, SCHX returned +16.8% and SPMO returned +24.5%, so SPMO returned more. One year is one year; the longer windows are in the table.
- Which is cheaper, SCHX or SPMO?
- SCHX charges 0.03% a year and SPMO charges 0.13%, so SCHX is cheaper. Fees come from each fund's prospectus.
- How much do SCHX and SPMO overlap with the S&P 500?
- By their latest filed holdings, 95% of SCHX and 100% of SPMO by weight is stocks the S&P 500 already holds. Between the two funds, 35% of their books are the same securities at the same weight.
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Where these figures came from
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.
Cite this page. ETFIQ, SCHX against SPMO, data as of Sep 12, 2026. https://etfiq.com/compare/any/SCHX-SPMO Free to use with attribution; the underlying files are at Open data.
A comparison is not a recommendation. Standards and sources