AIEQ vs SPVM
Comparison between AI Powered Equity ETF (AIEQ, ETF) and INVESCO S&P 500 VALUE WITH MOMENTUM ETF (SPVM, ETF).
AIEQ vs SPVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AIEQ
$119M
Winner
SPVM
$120M
Expense Ratio
AIEQ
0.75%
Winner
SPVM
0.39%
Max Drawdown
Winner
AIEQ
24.19%
SPVM
45.84%
Sharpe Ratio
AIEQ
1.25
Winner
SPVM
2.01
5Y Beta
AIEQ
1.13
Winner
SPVM
0.70
P/E Ratio
AIEQ
31.54
Winner
SPVM
16.47
Forward P/E
AIEQ
21.25
Winner
SPVM
12.62
PEG Ratio
AIEQ
N/A
SPVM
0.37
5Y Dividends CAGR
AIEQ
N/A
SPVM
10.47%
5Y EPS CAGR
Winner
AIEQ
29.30%
SPVM
8.22%
Debt to Equity
AIEQ
39.09%
Winner
SPVM
33.11%
P/S Ratio
AIEQ
3.13
Winner
SPVM
0.93
P/B Ratio
AIEQ
4.68
Winner
SPVM
1.83
AIEQ vs SPVM - Holdings Comparison
AIEQ and SPVM have 31 common holdings. Overlap is 10.73%
AIEQ's top 25 holdings weight is 57.97%. SPVM's top 25 holdings weight is 38.44%.
| Rank | AIEQ | SPVM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.78% | BUNGE GLOBAL SA (BG) - 2.61% |
| #2 | APPLE INC (AAPL) - 5.42% | FORD MOTOR CO (F) - 2.29% |
| #3 | MICROSOFT CORP (MSFT) - 4.83% | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.14% |
| #4 | AMAZON.COM INC (AMZN) - 3.17% | GENERAL MOTORS CO (GM) - 1.88% |
| #5 | BROADCOM INC (AVGO) - 3.16% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.74% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.15% | VERIZON COMMUNICATIONS INC (VZ) - 1.63% |
| #7 | QUALCOMM INC (QCOM) - 3.11% | FRANKLIN RESOURCES INC (BEN) - 1.56% |
| #8 | ALPHABET INC CLASS C (GOOG) - 2.78% | MARATHON PETROLEUM CORP (MPC) - 1.53% |
| #9 | META PLATFORMS INC CLASS A (META) - 2.17% | VALERO ENERGY CORP (VLO) - 1.52% |
| #10 | MICRON TECHNOLOGY INC (MU) - 2.05% | CVS HEALTH CORP (CVS) - 1.51% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.93% | PHILLIPS 66 (PSX) - 1.48% |
| #12 | AFLAC INC (AFL) - 1.85% | ALLSTATE CORP (ALL) - 1.45% |
| #13 | BOEING CO (BA) - 1.68% | UNITED AIRLINES HOLDINGS INC (UAL) - 1.44% |
| #14 | CHUBB LTD (CB) - 1.65% | THE KROGER CO (KR) - 1.39% |
| #15 | THE KRAFT HEINZ CO (KHC) - 1.41% | CITIGROUP INC (C) - 1.39% |
| #16 | PARKER HANNIFIN CORP (PH) - 1.29% | STATE STREET CORP (STT) - 1.33% |
| #17 | THE WALT DISNEY CO (DIS) - 1.16% | GLOBE LIFE INC (GL) - 1.33% |
| #18 | MORGAN STANLEY (MS) - 1.14% | AT&T INC (T) - 1.33% |
| #19 | PROCTER & GAMBLE CO (PG) - 1.12% | METLIFE INC (MET) - 1.30% |
| #20 | EQT CORP (EQT) - 1.06% | n/a (DELL) - 1.29% |
| #21 | CARVANA CO CLASS A (CVNA) - 1.03% | CITIZENS FINANCIAL GROUP INC (CFG) - 1.28% |
| #22 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.03% | ASSURANT INC (AIZ) - 1.27% |
| #23 | ARCH CAPITAL GROUP LTD (ACGL) - 1.01% | LOEWS CORP (L) - 1.26% |
| #24 | DUPONT DE NEMOURS INC (DD) - 1.01% | INVESCO LTD (IVZ) - 1.25% |
| #25 | JOHNSON & JOHNSON (JNJ) - 0.98% | TRUIST FINANCIAL CORP (TFC) - 1.24% |
| Total Holdings | 162 | 103 |
AIEQ vs SPVM - Historical Returns
Returns include dividend reinvestment.
1M
AIEQ
+2.17%
Winner
SPVM
+3.42%
3M
Winner
AIEQ
+8.01%
SPVM
+4.40%
6M
AIEQ
+8.49%
Winner
SPVM
+11.31%
1Y
AIEQ
+21.54%
Winner
SPVM
+30.51%
5Y(CAGR)
AIEQ
N/A
SPVM
+10.25%
10Y(CAGR)
AIEQ
N/A
SPVM
+11.95%
Max(CAGR)
Winner
AIEQ
+15.78%
SPVM
+11.70%
AIEQ vs SPVM - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | AIEQ | SPVM |
|---|---|---|
| 2026 | +8.51% | +8.40% |
| 2025 | +13.97% | +20.83% |
| 2024 | +14.21% | +14.64% |
| 2023 | N/A | +6.81% |
| 2022 | N/A | -3.10% |
| 2021 | N/A | +30.60% |
| 2020 | N/A | -3.42% |
| 2019 | N/A | +28.98% |
| 2018 | N/A | -8.78% |
| 2017 | N/A | +13.67% |
| 2016 | N/A | +25.92% |
| 2015 | N/A | -4.77% |
| 2014 | N/A | +11.59% |
| 2013 | N/A | +30.94% |
| 2012 | N/A | +16.63% |
| 2011 | N/A | -3.07% |
AIEQ vs SPVM Drawdown Comparison
The maximum drawdown for AIEQ was -24.19%, occurring on Apr 8, 2025. Recovery took 92 trading sessions.
The maximum drawdown for SPVM was -45.33%, occurring on Mar 23, 2020. Recovery took 236 trading sessions.
The current AIEQ drawdown is -2.51%. The current SPVM drawdown is -0.26%.
| Rank | AIEQ | SPVM |
|---|---|---|
| #1 | -24.19% Feb 18, 2025 - Jul 1, 2025 | -45.33% Feb 12, 2020 - Jan 20, 2021 |
| #2 | -13.27% Jul 16, 2024 - Oct 14, 2024 | -20.52% Jul 7, 2011 - Mar 13, 2012 |
| #3 | -9.11% Feb 11, 2026 - Apr 15, 2026 | -19.50% Apr 20, 2022 - Mar 7, 2024 |
| #4 | -8.41% Mar 28, 2024 - Jul 2, 2024 | -18.67% Nov 29, 2024 - Jul 23, 2025 |
| #5 | -6.89% Oct 28, 2025 - Feb 11, 2026 | -17.51% Jan 26, 2018 - Apr 16, 2019 |
| #6 | -5.41% Dec 4, 2024 - Jan 23, 2025 | -16.13% Dec 23, 2014 - Jul 12, 2016 |
| #7 | -3.57% Feb 15, 2024 - Mar 21, 2024 | -13.40% Mar 26, 2012 - Sep 7, 2012 |
| #8 | -3.16% Feb 12, 2024 - Feb 15, 2024 | -9.46% Jul 26, 2019 - Oct 28, 2019 |
| #9 | -2.94% Jul 25, 2025 - Aug 13, 2025 | -8.43% Sep 19, 2014 - Nov 6, 2014 |
| #10 | -2.87% Jan 29, 2024 - Feb 8, 2024 | -7.70% May 10, 2021 - Aug 11, 2021 |
| #11 | -2.73% Oct 18, 2024 - Nov 6, 2024 | -7.54% Feb 9, 2022 - Mar 24, 2022 |
| #12 | -2.68% Oct 8, 2025 - Oct 21, 2025 | -7.39% Oct 17, 2012 - Dec 18, 2012 |
| #13 | -2.51% Jun 1, 2026 - Jun 5, 2026 | -7.25% Jul 30, 2024 - Aug 29, 2024 |
| #14 | -2.48% Jan 23, 2025 - Feb 13, 2025 | -6.90% Jan 14, 2022 - Feb 9, 2022 |
| #15 | -2.34% May 14, 2026 - May 26, 2026 | -6.59% Nov 16, 2021 - Jan 3, 2022 |
Correlation
Correlation between AIEQ and SPVM is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2011 - 2026)
AIEQ vs SPVM dividend yield comparison.
| Year | AIEQ | SPVM |
|---|---|---|
| 2026 | 0.00% | 0.50% |
| 2025 | 0.43% | 2.02% |
| 2024 | 0.65% | 1.91% |
| 2023 | 0.00% | 2.45% |
| 2022 | 0.00% | 2.33% |
| 2021 | 0.00% | 1.41% |
| 2020 | 0.00% | 2.11% |
| 2019 | 0.00% | 2.40% |
| 2018 | 0.00% | 3.10% |
| 2017 | 0.00% | 1.68% |
| 2016 | 0.00% | 2.80% |
| 2015 | 0.00% | 2.67% |
| 2014 | 0.00% | 1.94% |
| 2013 | 0.00% | 1.92% |
| 2012 | 0.00% | 2.24% |
| 2011 | 0.00% | 1.02% |
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