IYZ vs SPMO: Differences, Returns & Fees

IYZ and SPMO hold 4% of their weight in the same names, and IYZ returned +31.6% over the year. Net assets on Oct 9, 2026: $1.1bn for iShares U.S. Telecommunications ETF and $23.3bn for Invesco S&P 500 Momentum ETF.

SPMO costs 0.24 points a year less; their one-year returns differ by 6.5 points; SPMO is far larger, $23.3bn against $1.1bn.

IYZ vs SPMO: Differences, Returns & Fees
IYZSPMO
Expense ratio0.37%0.13%
Net assets$1.1bn$23.3bn
Total return, 1 year+31.6%+25.1%
What it tracksRussell 1000 Telecommunications RIC 22S&P 500 Momentum Index
Holdings in common4%
Holdings datedOct 9, 2026Oct 10, 2026
Top ten holdings, share of the fund71.3%50.9%
Below its high6.4%, high on Jun 2, 20266.3%, high on Jun 22, 2026

Holdings in common uses holdings dated Oct 9, 2026.

+31.6%
IYZ total return, 1 year
+25.1%
SPMO total return, 1 year
0.37%
IYZ expense ratio
0.13%
SPMO expense ratio

What they hold in common

By the books each fund has filed, IYZ and SPMO hold 4% 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

4% in common

Positions both hold, largest shared weight first
Holding IYZ SPMO
CISCO SYSTEMS INC 24.08% 2.54%
LUMENTUM HOLDINGS 3.82% 1.06%
CIENA 4.12% 0.56%
ECHOSTAR CLASS A 2.81% 0.06%
Only in IYZ
ARISTA NETWORKS 12.31%
VERIZON COMMUNICATIONS INC 9.46%
SPACE EXPLORATION TECHNOLOGIES COR 3.94%
AT&T 3.93%
MOTOROLA SOLUTIONS INC 3.30%
UBIQUITI 3.27%
VIAVI SOLUTIONS 3.10%
COMCAST CLASS A 2.98%
Only in SPMO
Micron Technology Inc 9.20%
Apple Inc 9.11%
Advanced Micro Devices Inc 5.61%
Alphabet Inc 4.93%
Intel Corp 4.85%
Johnson & Johnson 4.46%
Alphabet Inc 3.96%
ExxonMobil Holdings Corp 3.16%

Check overlap with more funds →

On the same fields

IYZ
iShares U.S. Telecommunications ETF
SPMO
Invesco S&P 500 Momentum ETF
Where it sits Stock ETF Stock ETF
What it is Tracks an index Tracks the S&P 500 Momentum
Total return, 1 year +31.6% +25.1%
Expense ratio 0.37% 0.13%
Already in the S&P 500 71.2% 100.0%
Holdings 23 101
Net assets $1.1bn $23.3bn

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

About IYZ

IYZ tracks an index. Over the year to Oct 9, 2026 it returned +31.6% with distributions reinvested. The prospectus expense ratio is 0.37% a year. By its holdings published by its issuer for Oct 9, 2026, 71% of the fund by weight is stocks the S&P 500 also holds, across 23 positions, with the top ten at 71.3%. It sat 6.4% below its high of Jun 2, 2026 on Oct 9, 2026.

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, IYZ or SPMO?
In the year to Oct 9, 2026, with distributions reinvested, IYZ returned +31.6% and SPMO +25.1%.
Which is cheaper, IYZ 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 IYZ and SPMO overlap with the S&P 500?
By their latest filed holdings, 71% of IYZ and 100% of SPMO by weight is stocks the S&P 500 already holds.
Cite this pageCitation, APA and Markdown

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

Open data

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