IDMO vs SPY
Comparison between INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF (IDMO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceIDMO has outperformed SPY, delivering a return of +15.8% compared to +13.3%
IDMO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDMO
$3.20B
Winner
SPY
$652B
Expense Ratio
IDMO
0.25%
Winner
SPY
0.09%
Max Drawdown
Winner
IDMO
40.58%
SPY
56.47%
Sharpe Ratio
IDMO
1.54
Winner
SPY
2.07
5Y Beta
Winner
IDMO
0.84
SPY
1.00
P/E Ratio
IDMO
N/A
SPY
28.24
Forward P/E
IDMO
N/A
SPY
21.85
5Y Dividends CAGR
Winner
IDMO
27.36%
SPY
5.43%
5Y EPS CAGR
IDMO
N/A
SPY
25.79%
Debt to Equity
IDMO
N/A
SPY
22.35%
P/S Ratio
IDMO
N/A
SPY
3.55
P/B Ratio
IDMO
N/A
SPY
5.29
IDMO vs SPY - Holdings Comparison
IDMO and SPY have 1 common holdings. Overlap is 0.00%
IDMO's top 25 holdings weight is 47.43%. SPY's top 25 holdings weight is 51.32%.
| Rank | IDMO | SPY |
|---|---|---|
| #1 | HSBC HOLDINGS PLC (n/a) - 4.40% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | THE TORONTO-DOMINION BANK (n/a) - 3.78% | APPLE INC (AAPL) - 6.48% |
| #3 | BANCO SANTANDER SA (n/a) - 3.77% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 2.46% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 2.40% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | ADVANTEST CORP (n/a) - 2.22% | BROADCOM INC (AVGO) - 3.09% |
| #7 | IBERDROLA SA (n/a) - 2.17% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 2.13% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | MITSUBISHI CORP (n/a) - 1.75% | TESLA INC (TSLA) - 1.73% |
| #10 | UNICREDIT SPA (n/a) - 1.63% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | BANK OF NOVA SCOTIA (BNS) - 1.56% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 1.53% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | MITSUI & CO LTD (n/a) - 1.51% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | BARRICK MINING CORP (n/a) - 1.50% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | AIA GROUP LTD (n/a) - 1.45% | WALMART INC (WMT) - 0.91% |
| #16 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.43% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | LLOYDS BANKING GROUP PLC (n/a) - 1.43% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | MARUBENI CORP (n/a) - 1.37% | VISA INC CLASS A (V) - 0.85% |
| #19 | AGNICO EAGLE MINES LTD (AEM) - 1.35% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | ENEL SPA (n/a) - 1.29% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.29% | INTEL CORP (INTC) - 0.65% |
| #22 | SOCIETE GENERALE SA (n/a) - 1.27% | NETFLIX INC (NFLX) - 0.64% |
| #23 | ENGIE SA (n/a) - 1.26% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | MITSUBISHI ELECTRIC CORP (n/a) - 1.25% | CHEVRON CORP (CVX) - 0.58% |
| #25 | INTESA SANPAOLO (n/a) - 1.23% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 203 | 505 |
IDMO vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IDMO
+2.70%
Winner
SPY
+9.11%
3M
IDMO
+2.40%
Winner
SPY
+6.59%
6M
Winner
IDMO
+15.32%
SPY
+10.56%
1Y
IDMO
+31.97%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
IDMO
+15.82%
SPY
+13.35%
10Y(CAGR)
IDMO
+12.58%
Winner
SPY
+15.49%
Max(CAGR)
Winner
IDMO
+9.12%
SPY
+8.50%
IDMO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IDMO | SPY |
|---|---|---|
| 2026 | +8.14% | +8.27% |
| 2025 | +42.29% | +18.00% |
| 2024 | +14.02% | +25.59% |
| 2023 | +20.76% | +26.72% |
| 2022 | -12.23% | -18.64% |
| 2021 | +13.15% | +30.52% |
| 2020 | +21.38% | +17.28% |
| 2019 | +26.22% | +31.09% |
| 2018 | -16.01% | -5.24% |
| 2017 | +29.17% | +20.78% |
| 2016 | +2.38% | +13.59% |
| 2015 | -11.66% | +1.31% |
| 2014 | -4.53% | +14.56% |
| 2013 | +18.63% | +29.00% |
| 2012 | +1.88% | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
IDMO vs SPY Drawdown Comparison
The maximum drawdown for IDMO was -39.35%, occurring on Feb 9, 2016. Recovery took 1191 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IDMO drawdown is -0.72%.
| Rank | IDMO | SPY |
|---|---|---|
| #1 | -39.35% May 14, 2015 - Feb 6, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -31.32% Feb 19, 2020 - Jul 14, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -27.09% Nov 12, 2021 - Dec 1, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -25.56% Feb 24, 2012 - Dec 19, 2012 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -21.02% Jul 3, 2014 - Apr 24, 2015 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -13.64% Jan 30, 2013 - Aug 14, 2013 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.65% Mar 25, 2025 - Apr 23, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -12.52% Feb 16, 2021 - Aug 5, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.31% Feb 26, 2026 - Apr 14, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.40% Jul 16, 2024 - Aug 30, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.30% Jan 17, 2014 - Feb 18, 2014 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.98% Dec 5, 2024 - Feb 6, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.92% Sep 15, 2021 - Nov 1, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.73% Oct 12, 2020 - Nov 5, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.70% Oct 22, 2013 - Dec 30, 2013 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IDMO and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
IDMO vs SPY dividend yield comparison.
| Year | IDMO | SPY |
|---|---|---|
| 2026 | 0.44% | 0.24% |
| 2025 | 3.71% | 1.07% |
| 2024 | 2.24% | 1.21% |
| 2023 | 2.89% | 1.40% |
| 2022 | 3.66% | 1.65% |
| 2021 | 1.81% | 1.20% |
| 2020 | 1.63% | 1.52% |
| 2019 | 2.78% | 1.75% |
| 2018 | 3.27% | 2.04% |
| 2017 | 3.08% | 1.80% |
| 2016 | 2.18% | 2.03% |
| 2015 | 2.52% | 2.06% |
| 2014 | 2.19% | 1.87% |
| 2013 | 1.70% | 1.81% |
| 2012 | 2.07% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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