DFIV vs SPMO
Comparison between DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV, ETF) and INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF).
5-Year PerformanceSPMO has outperformed DFIV, delivering a return of +19.9% compared to +16.4%
DFIV vs SPMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFIV
$21B
SPMO
$21B
Expense Ratio
DFIV
0.27%
Winner
SPMO
0.13%
Max Drawdown
Winner
DFIV
27.56%
SPMO
31.31%
Sharpe Ratio
Winner
DFIV
1.91
SPMO
1.00
5Y Beta
Winner
DFIV
0.65
SPMO
1.24
P/E Ratio
DFIV
N/A
SPMO
30.99
Forward P/E
DFIV
N/A
SPMO
16.27
PEG Ratio
DFIV
N/A
SPMO
0.16
5Y Dividends CAGR
DFIV
N/A
SPMO
14.50%
5Y EPS CAGR
DFIV
N/A
SPMO
34.41%
Debt to Equity
DFIV
N/A
SPMO
25.39%
P/S Ratio
DFIV
N/A
SPMO
4.23
P/B Ratio
DFIV
N/A
SPMO
7.44
DFIV vs SPMO - Holdings Comparison
DFIV and SPMO have 1 common holdings. Overlap is 0.00%
DFIV's top 25 holdings weight is 28.53%. SPMO's top 25 holdings weight is 76.51%.
| Rank | DFIV | SPMO |
|---|---|---|
| #1 | n/a (SHEL) - 3.25% | MICRON TECHNOLOGY INC (MU) - 10.52% |
| #2 | TOTALENERGIES SE (TTE:XPAR) - 2.14% | NVIDIA CORP (NVDA) - 8.71% |
| #3 | BANCO SANTANDER SA (n/a) - 1.99% | BROADCOM INC (AVGO) - 6.18% |
| #4 | TOYOTA MOTOR CORP (n/a) - 1.79% | JOHNSON & JOHNSON (JNJ) - 4.77% |
| #5 | BASF SE (n/a) - 1.26% | ALPHABET INC CLASS A (GOOGL) - 4.48% |
| #6 | HSBC HOLDINGS PLC ADR (HSBC) - 1.21% | ADVANCED MICRO DEVICES INC (AMD) - 3.93% |
| #7 | SUNCOR ENERGY INC (n/a) - 1.06% | LAM RESEARCH CORP (LRCX) - 3.57% |
| #8 | BAYER AG (n/a) - 0.99% | ALPHABET INC CLASS C (GOOG) - 3.55% |
| #9 | THE TORONTO-DOMINION BANK (n/a) - 0.99% | EXXONMOBIL HOLDINGS CORP (XOM) - 3.14% |
| #10 | LLOYDS BANKING GROUP PLC (n/a) - 0.99% | CATERPILLAR INC (CAT) - 2.46% |
| #11 | BANK OF MONTREAL (BMO) - 0.97% | INTEL CORP (INTC) - 2.30% |
| #12 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.97% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.20% |
| #13 | SOCIETE GENERALE SA (n/a) - 0.97% | APPLIED MATERIALS INC (AMAT) - 1.93% |
| #14 | BP PLC ADR (BP) - 0.95% | CISCO SYSTEMS INC (CSCO) - 1.90% |
| #15 | ZURICH INSURANCE GROUP AG (n/a) - 0.92% | GE AEROSPACE (GE) - 1.80% |
| #16 | SWISS RE AG (n/a) - 0.89% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.79% |
| #17 | COMPAGNIE DE SAINT-GOBAIN SA (n/a) - 0.85% | RTX CORP (RTX) - 1.67% |
| #18 | ENI SPA (n/a) - 0.83% | n/a (PLTR) - 1.56% |
| #19 | BNP PARIBAS ACT. CAT.A (n/a) - 0.81% | WESTERN DIGITAL CORP (WDC) - 1.53% |
| #20 | REPSOL SA (n/a) - 0.81% | THE GOLDMAN SACHS GROUP INC (GS) - 1.50% |
| #21 | HOLCIM LTD (n/a) - 0.79% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.44% |
| #22 | n/a (n/a) - 0.79% | COCA-COLA CO (KO) - 1.43% |
| #23 | SHELL PLC (n/a) - 0.79% | AMPHENOL CORP CLASS A (APH) - 1.42% |
| #24 | ORANGE SA (n/a) - 0.76% | NEWMONT CORP (NEM) - 1.38% |
| #25 | UBS GROUP AG REGISTERED SHARES (n/a) - 0.76% | KLA CORP (KLAC) - 1.35% |
| Total Holdings | 608 | 102 |
DFIV vs SPMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFIV
+2.59%
SPMO
-0.96%
3M
Winner
DFIV
+6.97%
SPMO
-1.89%
6M
DFIV
+11.05%
Winner
SPMO
+25.04%
1Y
Winner
DFIV
+33.51%
SPMO
+28.67%
5Y(CAGR)
DFIV
+16.35%
Winner
SPMO
+19.92%
10Y(CAGR)
DFIV
N/A
SPMO
+20.04%
Max(CAGR)
DFIV
+16.35%
Winner
SPMO
+19.19%
DFIV vs SPMO - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | DFIV | SPMO |
|---|---|---|
| 2026 | +18.63% | +25.65% |
| 2025 | +45.83% | +25.85% |
| 2024 | +7.82% | +47.17% |
| 2023 | +16.94% | +19.46% |
| 2022 | -4.68% | -10.46% |
| 2021 | +0.06% | +24.36% |
| 2020 | N/A | +27.55% |
| 2019 | N/A | +25.67% |
| 2018 | N/A | -1.19% |
| 2017 | N/A | +28.51% |
| 2016 | N/A | +7.37% |
| 2015 | N/A | +2.79% |
DFIV vs SPMO Drawdown Comparison
The maximum drawdown for DFIV was -25.39%, occurring on Sep 27, 2022. Recovery took 355 trading sessions.
The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current DFIV drawdown is -0.24%. The current SPMO drawdown is -7.39%.
| Rank | DFIV | SPMO |
|---|---|---|
| #1 | -25.39% Feb 9, 2022 - Jul 12, 2023 | -30.93% Feb 19, 2020 - Jul 8, 2020 |
| #2 | -14.73% Mar 19, 2025 - May 9, 2025 | -23.38% Oct 1, 2018 - Jun 19, 2019 |
| #3 | -9.66% Feb 25, 2026 - Jul 6, 2026 | -22.75% Jan 4, 2022 - Dec 13, 2023 |
| #4 | -9.57% Jul 31, 2023 - Dec 14, 2023 | -20.13% Feb 13, 2025 - May 13, 2025 |
| #5 | -8.28% Sep 26, 2024 - Feb 11, 2025 | -15.64% Jun 22, 2026 - Jul 29, 2026 |
| #6 | -7.60% Oct 20, 2021 - Jan 4, 2022 | -13.16% Jul 10, 2024 - Oct 4, 2024 |
| #7 | -7.38% Jul 17, 2024 - Aug 21, 2024 | -12.70% Oct 29, 2025 - Apr 13, 2026 |
| #8 | -4.94% May 20, 2024 - Jul 12, 2024 | -11.03% Nov 25, 2015 - Jul 25, 2016 |
| #9 | -4.93% Jan 14, 2022 - Feb 9, 2022 | -10.67% Feb 12, 2021 - Apr 9, 2021 |
| #10 | -4.87% Nov 12, 2025 - Nov 28, 2025 | -9.50% Mar 12, 2018 - Jun 4, 2018 |
| #11 | -4.35% Apr 9, 2024 - May 9, 2024 | -8.97% Jan 26, 2018 - Mar 9, 2018 |
| #12 | -4.17% Sep 15, 2021 - Oct 14, 2021 | -8.93% Sep 2, 2020 - Oct 12, 2020 |
| #13 | -4.00% Jan 8, 2024 - Feb 22, 2024 | -8.79% Oct 13, 2020 - Nov 6, 2020 |
| #14 | -3.94% Jul 23, 2025 - Aug 12, 2025 | -8.00% Apr 16, 2021 - Jun 22, 2021 |
| #15 | -3.42% Aug 27, 2024 - Sep 19, 2024 | -7.45% Mar 22, 2024 - May 15, 2024 |
Correlation
Correlation between DFIV and SPMO is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2015 - 2026)
DFIV vs SPMO dividend yield comparison.
| Year | DFIV | SPMO |
|---|---|---|
| 2026 | 1.53% | 0.38% |
| 2025 | 2.92% | 0.73% |
| 2024 | 3.88% | 0.48% |
| 2023 | 3.93% | 1.63% |
| 2022 | 3.84% | 1.66% |
| 2021 | 2.30% | 0.52% |
| 2020 | 0.00% | 1.27% |
| 2019 | 0.00% | 1.39% |
| 2018 | 0.00% | 1.05% |
| 2017 | 0.00% | 0.77% |
| 2016 | 0.00% | 1.94% |
| 2015 | 0.00% | 0.36% |
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