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SPMO vs SUSA: Differences, Returns & Fees

SPMO and SUSA hold 31% of their weight in the same names, and SPMO returned +25.1% over the year. Net assets on Oct 9, 2026: $23.3bn for Invesco S&P 500 Momentum ETF and $4.1bn for iShares ESG Optimized MSCI USA ETF.

SPMO costs 0.12 points a year less; their one-year returns differ by 7.5 points; SPMO is 5.6 times larger.

SPMO vs SUSA: Differences, Returns & Fees
SPMOSUSA
Expense ratio0.13%0.25%
Net assets$23.3bn$4.1bn
Total return, 1 year+25.1%+17.6%
What it tracksS&P 500 Momentum IndexMSCI USA Extended ESG Select Index
Holdings in common31%
Holdings datedOct 10, 2026Oct 9, 2026
Top ten holdings, share of the fund50.9%32.7%
Below its high6.3%, high on Jun 22, 2026

Holdings in common uses holdings dated Oct 9, 2026.

+25.1%
SPMO total return, 1 year
+17.6%
SUSA total return, 1 year
0.13%
SPMO expense ratio
0.25%
SUSA expense ratio

What they hold in common

By the books each fund has filed, SPMO and SUSA hold 31% 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

31% in common

Positions both hold, largest shared weight first
Holding SPMO SUSA
Apple Inc 9.11% 6.60%
Alphabet Inc 3.96% 3.23%
Alphabet Inc 4.93% 1.78%
Micron Technology Inc 9.20% 1.70%
Advanced Micro Devices Inc 5.61% 1.65%
Morgan Stanley 1.07% 1.13%
Lam Research Corp 2.91% 0.96%
Applied Materials Inc 2.75% 0.92%
Palo Alto Networks Inc 1.83% 0.87%
Cisco Systems Inc 2.54% 0.80%
Intel Corp 4.85% 0.76%
Coca-Cola Co/The 1.55% 0.67%
Only in SPMO
Johnson & Johnson 4.46%
ExxonMobil Holdings Corp 3.16%
UnitedHealth Group Inc 1.59%
RTX Corp 1.04%
Goldman Sachs Group Inc/The 1.02%
Citigroup Inc 0.91%
Marathon Petroleum Corp 0.80%
Phillips 66 0.66%
Only in SUSA
NVIDIA 7.48%
MICROSOFT 4.62%
BROADCOM INC 2.59%
TESLA INC 1.65%
ELI LILLY 1.40%
VISA CLASS A 1.26%
HARTFORD INSURANCE GROUP 1.25%
MASTERCARD CLASS A 1.00%

Check overlap with more funds →

On the same fields

SPMO
Invesco S&P 500 Momentum ETF
SUSA
iShares ESG Optimized MSCI USA ETF
Where it sits Stock ETF Stock ETF
Issuer Invesco iShares
What it is Tracks the S&P 500 Momentum Tracks an index
Total return, 1 year +25.1% +17.6%
Expense ratio 0.13% 0.25%
Already in the S&P 500 100.0% 96.3%
Holdings 101 204
Net assets $23.3bn $4.1bn

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

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.

About SUSA

SUSA tracks an index. Over the year to Oct 9, 2026 it returned +17.6% with distributions reinvested. The prospectus expense ratio is 0.25% a year. By its holdings published by its issuer for Oct 9, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 204 positions, with the top ten at 32.7%.

Questions people ask

Which returned more over the last year, SPMO or SUSA?
In the year to Oct 9, 2026, with distributions reinvested, SPMO returned +25.1% and SUSA +17.6%.
Which is cheaper, SPMO or SUSA?
SPMO is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do SPMO and SUSA overlap with the S&P 500?
By their latest filed holdings, 100% of SPMO and 96% of SUSA by weight is stocks the S&P 500 already holds.
Other comparisons
GRNY vs SPMOMSLC vs SPMOLRGF vs SPMOSPMO vs TSPASUSA vs USMVCGDV vs SUSADYNF vs SUSADIA vs SUSA
SPMO on its own →SUSA on its own →Hold both: look the portfolio through →Rankings →Standards and sources →
Where these figures came from
SPMO filings on SEC EDGAR ↗SPMO prospectus with the expense ratio (SEC) ↗Invesco page for SPMO ↗SUSA filings on SEC EDGAR ↗SUSA prospectus with the expense ratio (SEC) ↗iShares page for SUSA ↗

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

Open data

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