Data as of Oct 28, 2026.
ITOT vs SPMO: Differences, Returns & Fees
Over the year to Oct 28, 2026, ITOT returned +13.4% to SPMO's +18.4%; 29% of their weight is in the same names.
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Net assets on Oct 27, 2026: $97.1bn for iShares Core S&P Total U.S. Stock Market ETF and $22.3bn for Invesco S&P 500 Momentum ETF.
Pair scorecard
ITOT costs 0.10 points a year less; their one-year returns differ by 5.0 points; ITOT is 4.4 times larger.
| Measure | ITOT | SPMO |
|---|---|---|
| Return | ||
| Total return, 1 year | +13.4% | +18.4% |
| Drawdown | ||
| Below its high | 10.2%, high on Jun 22, 2026 | |
| Benchmark | ||
| What it tracks | S&P Total Market Index (TMI) | S&P 500 Momentum Index |
| Cost and size | ||
| Expense ratio | 0.03% | 0.13% |
| Net assets, as of Oct 27, 2026 | $97.1bn | $22.3bn |
| Holdings | ||
| Holdings in common | 29% | |
| Top ten holdings, share of the fund | 33.9% | 50.7% |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Oct 23, 2015 to Oct 23, 2026 · 574 weekly returnsSPMO returned more: +519.8% to +318.5%. ITOT swung slightly less: 17.3% to 19.0%. SPMO fell less at its worst: −28.3% to −33.2%.
Full scorecard
9 measures, with how each is measured Open ↓
| Measure | ITOT | SPMO | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +318.5% | +519.8% | SPMO | Price change plus distributions, reinvested. |
| Annualized | +13.8% | +18.0% | SPMO | Total return as a yearly rate. |
| Price return | +250.1% | +442.9% | SPMO | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 17.3% | 19.0% | ITOT (slight) | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 12.0% | 12.6% | ITOT (slight) | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −33.2% | −28.3% | SPMO | Deepest fall from a high to the low after it. |
| Risk-adjusted | ||||
| Sharpe | 0.70 | 0.84 | SPMO | Return above Treasury bills per unit of volatility. |
| Sortino | 1.01 | 1.27 | SPMO | Return above Treasury bills per unit of downside deviation. |
| Calmar | 0.42 | 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
By the books each fund has filed, ITOT and SPMO hold 29% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
29% in common
Only in one fund ↓
Side by side
ITOT and SPMO on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
ITOT and SPMO are built for the same job. How do they differ in cost, holdings and results?
- What each follows. ITOT follows S&P Total Market Index (TMI) and SPMO follows S&P 500 Momentum Index.
- Holdings in common. 29% of the weight is in the same securities (holdings dated Oct 27, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 ITOT returned +13.4% and SPMO +18.4% with distributions reinvested, a gap of 5.0 points.
Data as of Oct 28, 2026.
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ITOT
ITOT tracks the S&P Total U.S. Stock Market. Over the year to Oct 28, 2026 it returned +13.4% with distributions reinvested. The prospectus expense ratio is 0.03% a year. By its holdings published by its issuer for Oct 27, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,443 positions, with the top ten at 33.9%.
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, ITOT or SPMO?
- In the year to Oct 28, 2026, with distributions reinvested, ITOT returned +13.4% and SPMO +18.4%.
- Which is cheaper, ITOT or SPMO?
- ITOT is cheaper, by 0.10 percentage points a year. That is about $10 on $10,000 held for a year. Fees come from each fund's prospectus.
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.
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ETFIQ, ITOT against SPMO, data as of Oct 28, 2026. https://etfiq.com/compare/any/itot-vs-spmo
ETFIQ. (Oct 28, 2026). ITOT against SPMO. Retrieved from https://etfiq.com/compare/any/itot-vs-spmo
[ITOT against SPMO (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/itot-vs-spmo)
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