Which returned more over the last year, IGM or SPMO?

In the year to Oct 28, 2026, with distributions reinvested, IGM returned +21.7% and SPMO +18.4%.

Which is cheaper, IGM or SPMO?

SPMO is cheaper, by 0.24 percentage points a year. That is about $24 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IGM and SPMO overlap with the S&P 500?

By their latest filed holdings, 92% of IGM and 100% of SPMO by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

IGM vs SPMO: Differences, Returns & Fees

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Over the year to Oct 28, 2026, IGM returned +21.7% to SPMO's +18.4%; 43% of their weight is in the same names.

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Net assets on Oct 27, 2026: $11.0bn for iShares Expanded Tech Sector ETF and $22.3bn for Invesco S&P 500 Momentum ETF.

IGM on its own →SPMO on its own →

At a glance

+21.7%

IGM total return, 1 year

+18.4%

SPMO total return, 1 year

0.37%

IGM expense ratio

0.13%

SPMO expense ratio

Pair scorecard

SPMO costs 0.24 points a year less; their one-year returns differ by 3.3 points; SPMO is 2.0 times larger.

IGM vs SPMO: Differences, Returns & Fees
Measure	IGM	SPMO
Return
Measure	IGM	SPMO
Total return, 1 year	+21.7%	+18.4%
Drawdown
Measure	IGM	SPMO
Below its high	6.2%, high on Oct 6, 2026	10.2%, high on Jun 22, 2026
Benchmark
Measure	IGM	SPMO
What it tracks	S&P North American Expanded Technology Sector Index	S&P 500 Momentum Index
Cost and size
Measure	IGM	SPMO
Expense ratio	0.37%	0.13%
Net assets, as of Oct 27, 2026	$11.0bn	$22.3bn
Holdings
Measure	IGM	SPMO
Holdings in common	43%
Top ten holdings, share of the fund	56.8%	50.7%

Holdings in common uses holdings dated Oct 27, 2026. Method

Risk and return

Oct 23, 2015 to Oct 23, 2026 · 574 weekly returns

IGM SPMO

Return

Total return edge IGM +790.3% +519.8%

Annualized edge IGM +21.9% +18.0%

Price return edge IGM +746.4% +442.9%

Risk

Volatility edge SPMO 22.3% 19.0%

Max drawdown edge SPMO −40.1% −28.3%

Risk-adjusted

Sharpe edge IGM (slight) 0.90 0.84

Sortino edge IGM (slight) 1.36 1.27

Calmar edge SPMO 0.55 0.63

Reading

IGM returned more: +790.3% to +519.8%. SPMO swung less: 19.0% to 22.3%. SPMO fell less at its worst: −28.3% to −40.1%.

Full scorecard

9 measures, with how each is measured Open ↓

Risk and return: IGM vs SPMO: Differences, Returns & Fees
Measure	IGM	SPMO	Edge	How it is measured
Return
Total return	+790.3%	+519.8%	IGM	Price change plus distributions, reinvested.
Annualized	+21.9%	+18.0%	IGM	Total return as a yearly rate.
Price return	+746.4%	+442.9%	IGM	Price change alone, distributions left out.
Risk
Volatility	22.3%	19.0%	SPMO	Spread of weekly returns, annualized. Lower is steadier.
Downside deviation	14.8%	12.6%	SPMO	Like volatility, counting only weeks below the Treasury bill rate.
Max drawdown	−40.1%	−28.3%	SPMO	Deepest fall from a high to the low after it.
Risk-adjusted
Sharpe	0.90	0.84	IGM (slight)	Return above Treasury bills per unit of volatility.
Sortino	1.36	1.27	IGM (slight)	Return above Treasury bills per unit of downside deviation.
Calmar	0.55	0.63	SPMO	Annualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 574 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

43%

By the books each fund has filed, IGM and SPMO hold 43% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

43% in common

Positions both hold · largest shared weight first IGM SPMO

APPLE 9.36% 9.95%

ALPHABET CLASS A 4.57% 4.76%

ADVANCED MICRO DEVICES 4.16% 5.48%

MICRON TECHNOLOGY 4.07% 8.80%

ALPHABET CLASS C 3.66% 3.82%

INTEL CORPORATION 2.12% 4.60%

CISCO SYSTEMS INC 2.00% 2.53%

PALO ALTO NETWORKS 1.49% 1.86%

APPLIED MATERIAL INC 1.43% 2.28%

LAM RESEARCH 1.37% 2.33%

MARVELL TECHNOLOGY 0.97% 1.02%

ANALOG DEVICES 0.94% 1.04%

Only in one fund ↓

Only in IGM

MICROSOFT 9.19%

NVIDIA 8.28%

BROADCOM INC 7.07%

META PLATFORMS CLASS A 4.27%

PALANTIR TECHNOLOGIES CLASS A 2.08%

TEXAS INSTRUMENT 1.28%

CROWDSTRIKE HOLDINGS CLASS A 1.24%

NETFLIX 1.18%

Only in SPMO

Johnson & Johnson 4.86%

ExxonMobil Holdings Corp 3.57%

Merck & Co Inc 2.22%

Caterpillar Inc 1.88%

UnitedHealth Group Inc 1.83%

Coca-Cola Co 1.70%

RTX Corp 1.15%

Morgan Stanley 1.11%

Check overlap with more funds →

Side by side

IGM iShares Expanded Tech Sector ETF SPMO Invesco S&P 500 Momentum ETF

Where it sits Stock ETF Stock ETF

Issuer iShares Invesco

What it is Tracks an index of Expanded Tech Sector Tracks the S&P 500 Momentum

Total return, 1 year +21.7% +18.4%

Its benchmark over the same days not measured +13.7% (VOO)

Gap to its benchmark not measured +4.7 pts vs VOO

Expense ratio 0.37% 0.13%

Already in the S&P 500 91.9% 100.0%

Holdings 295 101

Net assets, as of Oct 27, 2026 $11.0bn $22.3bn

IGM and SPMO on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-E916F1D8CC

IGM and SPMO do different jobs. What does each one do in a portfolio?

What each follows. IGM follows S&P North American Expanded Technology Sector Index and SPMO follows S&P 500 Momentum Index.
Holdings in common. 43% of the weight is in the same securities (holdings dated Oct 27, 2026).
One-year total return. Over 1 year to Oct 28, 2026 IGM returned +21.7% and SPMO +18.4% with distributions reinvested, a gap of 3.3 points.

Data as of Oct 28, 2026.

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About each fund

IGM

IGM tracks an index of Expanded Tech Sector. Over the year to Oct 28, 2026 it returned +21.7% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 27, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 295 positions, with the top ten at 56.8%. It sat 6.2% below its high of Oct 6, 2026 on Oct 28, 2026.

SPMO

SPMO tracks the S&P 500 Momentum. Over the year to Oct 28, 2026 it returned +18.4% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.13% a year. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 101 positions, with the top ten at 50.7%. It sat 10.2% below its high of Jun 22, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, IGM or SPMO?: In the year to Oct 28, 2026, with distributions reinvested, IGM returned +21.7% and SPMO +18.4%.
Which is cheaper, IGM or SPMO?: SPMO is cheaper, by 0.24 percentage points a year. That is about $24 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IGM and SPMO overlap with the S&P 500?: By their latest filed holdings, 92% of IGM and 100% of SPMO by weight is stocks the S&P 500 already holds.

Other comparisons

IGM vs RDVY CGGR vs IGM IGM vs SPHQ IGM vs XLG IYW vs SPMO SPMO vs XLK SPMO vs VGT FTEC vs SPMO

Where to next

IGM on its own →SPMO on its own →Hold both: look the portfolio through →Rankings →IGM dividend history →IGM holdings →SPMO dividend history →SPMO holdings →Standards and sources →

Sources and dates

IGM filings on SEC EDGAR ↗

IGM prospectus with the expense ratio (SEC) ↗

iShares page for IGM ↗

SPMO filings on SEC EDGAR ↗

SPMO prospectus with the expense ratio (SEC) ↗

Invesco page for SPMO ↗

Links are sources, not endorsements. 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, IGM against SPMO, data as of Oct 28, 2026. https://etfiq.com/compare/any/igm-vs-spmo

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