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ESGU vs SPMO: Differences, Returns & Fees

ESGU and SPMO hold 33% of their weight in the same names, and SPMO returned +25.1% over the year. Net assets on Oct 9, 2026: $18.3bn for iShares ESG Aware MSCI USA ETF and $23.3bn for Invesco S&P 500 Momentum ETF.

SPMO costs 0.02 points a year less; their one-year returns differ by 7.8 points; SPMO is 1.3 times larger.

ESGU vs SPMO: Differences, Returns & Fees
ESGUSPMO
Expense ratio0.15%0.13%
Net assets$18.3bn$23.3bn
Total return, 1 year+17.3%+25.1%
What it tracksMSCI USA Extended ESG Focus IndexS&P 500 Momentum Index
Holdings in common33%
Holdings datedOct 9, 2026Oct 10, 2026
Top ten holdings, share of the fund37.8%50.9%
Below its high6.3%, high on Jun 22, 2026

Holdings in common uses holdings dated Oct 9, 2026.

+17.3%
ESGU total return, 1 year
+25.1%
SPMO total return, 1 year
0.15%
ESGU expense ratio
0.13%
SPMO expense ratio

What they hold in common

By the books each fund has filed, ESGU and SPMO hold 33% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 9, 2026.

half

33% in common

Positions both hold, largest shared weight first
Holding ESGU SPMO
APPLE 7.25% 9.11%
ALPHABET CLASS C 3.50% 3.96%
ALPHABET CLASS A 1.93% 4.93%
MICRON TECHNOLOGY 1.69% 9.20%
ADVANCED MICRO DEVICES 1.50% 5.61%
CISCO SYSTEMS INC 0.75% 2.54%
JOHNSON & JOHNSON 0.75% 4.46%
APPLIED MATERIAL INC 0.74% 2.75%
LAM RESEARCH 0.73% 2.91%
EXXONMOBIL HOLDINGS CORP 0.71% 3.16%
INTEL CORPORATION 0.69% 4.85%
PALO ALTO NETWORKS 0.61% 1.83%
Only in ESGU
NVIDIA 7.87%
MICROSOFT 5.67%
AMAZON.COM INC 3.69%
BROADCOM INC 2.46%
META PLATFORMS CLASS A 2.16%
TESLA INC 1.60%
ELI LILLY 1.37%
JPMORGAN CHASE & CO 1.28%
Only in SPMO
Valero Energy Corp 0.99%
CVS Health Corp 0.63%
Chubb Ltd 0.54%
Ross Stores Inc 0.51%
Teradyne Inc 0.45%
Lockheed Martin Corp 0.43%
FedEx Corp 0.39%
Simon Property Group Inc 0.37%

Check overlap with more funds →

On the same fields

ESGU
iShares ESG Aware MSCI USA ETF
SPMO
Invesco S&P 500 Momentum ETF
Where it sits Stock ETF Stock ETF
Issuer iShares Invesco
What it is Tracks an index Tracks the S&P 500 Momentum
Total return, 1 year +17.3% +25.1%
Expense ratio 0.15% 0.13%
Already in the S&P 500 97.4% 100.0%
Holdings 269 101
Net assets $18.3bn $23.3bn

ESGU and SPMO on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About ESGU

ESGU tracks an index. Over the year to Oct 9, 2026 it returned +17.3% with distributions reinvested. The prospectus expense ratio is 0.15% a year. By its holdings published by its issuer for Oct 9, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 269 positions, with the top ten at 37.8%.

About SPMO

SPMO tracks the S&P 500 Momentum. Over the year to Oct 9, 2026 it returned +25.1% with distributions reinvested. The prospectus expense ratio is 0.13% a year. By its holdings published by its issuer for Oct 10, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 101 positions, with the top ten at 50.9%. It sat 6.3% below its high of Jun 22, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, ESGU or SPMO?
In the year to Oct 9, 2026, with distributions reinvested, ESGU returned +17.3% and SPMO +25.1%.
Which is cheaper, ESGU or SPMO?
SPMO is cheaper, by 0.02 percentage points a year. That is about $2 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do ESGU and SPMO overlap with the S&P 500?
By their latest filed holdings, 97% of ESGU and 100% of SPMO by weight is stocks the S&P 500 already holds.
Other comparisons
ESGU vs SPHQCGUS vs ESGUESGU vs XLGESGU vs PBUSSPMO vs USCAGSUS vs SPMOGUSA vs SPMOFDMO vs SPMO
ESGU on its own →SPMO on its own →Hold both: look the portfolio through →Rankings →Standards and sources →
Where these figures came from
ESGU filings on SEC EDGAR ↗ESGU prospectus with the expense ratio (SEC) ↗iShares page for ESGU ↗SPMO filings on SEC EDGAR ↗SPMO prospectus with the expense ratio (SEC) ↗Invesco page for SPMO ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, ESGU against SPMO, data as of Oct 9, 2026. https://etfiq.com/compare/any/esgu-vs-spmo

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.