MTUM vs SPMO — stock comparison tool

MTUM currently yields 0.63% TTM versus SPMO at 0.78%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

MTUMSPMO
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
MTUM
SPMO

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

MTUM Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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SPMO Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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No data

Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
MTUM$295.84
—

iShares MSCI USA Momentum Factor ETF

SPMO$141.95
—

Invesco S&P 500 Momentum ETF

Dividend Information

Dividend Yield
0.63%
0.78%
Annual Dividend
$1.85
$1.10
Dividend Growth (5yr)
-
-
Years of Growth
1
1
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

MTUM

125 holdings
Technology51.40%
Information Technology51.04%
Industrials10.31%
Healthcare10.16%
Health Care10.08%
Energy9.91%
Financial Services6.04%
Financials5.45%
Communication5.07%
Communication Services4.96%
Consumer Staples3.12%
Other10.69%

Top 10 holdings

NameWeight
AMDADVANCED MICRO DEVICES5.90%
MUMICRON TECHNOLOGY4.94%
AVGOBROADCOM INC4.47%
INTCINTEL CORPORATION3.90%
CSCOCISCO SYSTEMS INC3.53%
JNJJOHNSON & JOHNSON3.30%
XOMEXXONMOBIL HOLDINGS CORP2.97%
GOOGLALPHABET CLASS A2.85%
AMATAPPLIED MATERIAL INC2.68%
SNDKSANDISK2.57%
Top 1037.10%

SPMO

100 holdings
Technology50.90%
Healthcare11.15%
Communication Services9.26%
Industrials7.35%
Financial Services6.90%
Energy6.70%
Consumer Defensive2.67%
Real Estate2.26%
Consumer Cyclical1.50%
Basic Materials1.08%
Utilities0.19%
Cash & Others0.06%

Top 10 holdings

NameWeight
AAPLApple Inc9.88%
NVDANVIDIA Corp9.24%
MUMicron Technology Inc8.62%
AVGOBroadcom Inc6.40%
AMDAdvanced Micro Devices Inc5.28%
GOOGLAlphabet Inc5.13%
JNJJohnson & Johnson4.61%
INTCIntel Corp4.54%
GOOGAlphabet Inc4.12%
XOMExxonMobil Holdings Corp3.55%
Top 1061.38%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

356535
MTUMSharedSPMO

Overlap by weight

77%

Share of portfolio weight that appears in both funds.

# overlapping holdings

65

MTUM: 65% also in SPMOSPMO: 65% also in MTUM

MTUM: showing top 100 holdings by weight (of 125). Overlap counts use this top slice, not the full fund book.

Sector drift (MTUM vs SPMO)

Left = heavier in MTUM. Right = heavier in SPMO.

MTUM overweight (left)SPMO overweight (right)
65 shown

Overlapping tickers

AMD		5.9%5.3%5.3%
MU		4.9%8.6%4.9%
AVGO		4.5%6.4%4.5%
INTC		3.9%4.5%3.9%
JNJ		3.3%4.6%3.3%
XOM		3.0%3.6%3.0%
GOOGL		2.9%5.1%2.9%
CSCO		3.5%2.4%2.4%
AMAT		2.7%2.4%2.4%
SNDK		2.6%2.3%2.3%

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MTUM vs SPMO Dividend Comparison | DRIP Tool | Dividend Wealth