IDMO vs SUSA
Comparison between INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF (IDMO, ETF) and ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF).
5-Year PerformanceIDMO has outperformed SUSA, delivering a return of +15.6% compared to +11.2%
IDMO vs SUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDMO
$3.90B
Winner
SUSA
$4B
Expense Ratio
IDMO
0.25%
SUSA
0.25%
Max Drawdown
Winner
IDMO
40.58%
SUSA
54.94%
Sharpe Ratio
IDMO
1.02
Winner
SUSA
1.36
5Y Beta
Winner
IDMO
0.87
SUSA
0.95
P/E Ratio
IDMO
N/A
SUSA
30.05
Forward P/E
IDMO
N/A
SUSA
22.04
PEG Ratio
IDMO
N/A
SUSA
0.47
5Y Dividends CAGR
Winner
IDMO
32.87%
SUSA
5.99%
5Y EPS CAGR
IDMO
N/A
SUSA
26.12%
Debt to Equity
IDMO
N/A
SUSA
27.25%
P/S Ratio
IDMO
N/A
SUSA
3.72
P/B Ratio
IDMO
N/A
SUSA
6.53
IDMO vs SUSA - Holdings Comparison
IDMO and SUSA have 1 common holdings. Overlap is -0.02%
IDMO's top 25 holdings weight is 49.49%. SUSA's top 25 holdings weight is 48.27%.
| Rank | IDMO | SUSA |
|---|---|---|
| #1 | HSBC HOLDINGS PLC (n/a) - 4.57% | NVIDIA CORP (NVDA) - 7.19% |
| #2 | BANCO SANTANDER SA (n/a) - 4.25% | APPLE INC (AAPL) - 6.32% |
| #3 | THE TORONTO-DOMINION BANK (n/a) - 4.15% | MICROSOFT CORP (MSFT) - 3.99% |
| #4 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 2.72% | ALPHABET INC CLASS C (GOOG) - 3.41% |
| #5 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 2.65% | ALPHABET INC CLASS A (GOOGL) - 2.62% |
| #6 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 2.26% | BROADCOM INC (AVGO) - 2.57% |
| #7 | IBERDROLA SA (n/a) - 2.21% | TESLA INC (TSLA) - 1.84% |
| #8 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 2.19% | MICRON TECHNOLOGY INC (MU) - 1.72% |
| #9 | ADVANTEST CORP (n/a) - 2.07% | ADVANCED MICRO DEVICES INC (AMD) - 1.51% |
| #10 | UNICREDIT SPA (n/a) - 1.93% | APPLIED MATERIALS INC (AMAT) - 1.47% |
| #11 | BANK OF NOVA SCOTIA (BNS) - 1.69% | ELI LILLY AND CO (LLY) - 1.46% |
| #12 | LLOYDS BANKING GROUP PLC (n/a) - 1.60% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.33% |
| #13 | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 1.54% | MORGAN STANLEY (MS) - 1.29% |
| #14 | MITSUBISHI CORP (n/a) - 1.50% | LAM RESEARCH CORP (LRCX) - 1.28% |
| #15 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.46% | THE HOME DEPOT INC (HD) - 1.15% |
| #16 | BARRICK MINING CORP (n/a) - 1.42% | VISA INC CLASS A (V) - 1.04% |
| #17 | BANK OF MONTREAL (BMO) - 1.35% | BANK OF NEW YORK MELLON CORP (BNY) - 1.03% |
| #18 | SOCIETE GENERALE SA (n/a) - 1.31% | PALO ALTO NETWORKS INC (PANW) - 1.01% |
| #19 | ING GROEP NV (n/a) - 1.27% | ECOLAB INC (ECL) - 0.98% |
| #20 | ENEL SPA (n/a) - 1.25% | INTEL CORP (INTC) - 0.95% |
| #21 | INTESA SANPAOLO (n/a) - 1.24% | MASTERCARD INC CLASS A (MA) - 0.91% |
| #22 | AIA GROUP LTD (n/a) - 1.24% | CUMMINS INC (CMI) - 0.88% |
| #23 | DBS GROUP HOLDINGS LTD (n/a) - 1.22% | CISCO SYSTEMS INC (CSCO) - 0.81% |
| #24 | BARCLAYS PLC (n/a) - 1.20% | AMERICAN EXPRESS CO (AXP) - 0.79% |
| #25 | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.20% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.72% |
| Total Holdings | 205 | 197 |
IDMO vs SUSA - Historical Returns
Returns include dividend reinvestment.
1M
IDMO
+0.14%
Winner
SUSA
+0.47%
3M
IDMO
+1.88%
Winner
SUSA
+9.92%
6M
IDMO
+7.10%
Winner
SUSA
+9.72%
1Y
Winner
IDMO
+24.57%
SUSA
+23.53%
5Y(CAGR)
Winner
IDMO
+15.64%
SUSA
+11.25%
10Y(CAGR)
IDMO
+12.65%
Winner
SUSA
+14.78%
Max(CAGR)
IDMO
+9.03%
Winner
SUSA
+10.48%
IDMO vs SUSA - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IDMO | SUSA |
|---|---|---|
| 2026 | +8.66% | +11.46% |
| 2025 | +42.29% | +15.98% |
| 2024 | +14.02% | +23.30% |
| 2023 | +20.76% | +24.42% |
| 2022 | -12.23% | -21.45% |
| 2021 | +13.15% | +32.05% |
| 2020 | +21.38% | +23.86% |
| 2019 | +26.22% | +32.49% |
| 2018 | -16.01% | -6.02% |
| 2017 | +29.17% | +21.51% |
| 2016 | +2.38% | +14.22% |
| 2015 | -11.66% | -1.77% |
| 2014 | -4.53% | +14.77% |
| 2013 | +18.63% | +27.63% |
| 2012 | +1.88% | +8.75% |
| 2011 | N/A | +0.57% |
| 2010 | N/A | +12.48% |
| 2009 | N/A | +26.93% |
| 2008 | N/A | -34.56% |
| 2007 | N/A | +4.65% |
| 2006 | N/A | +11.17% |
| 2005 | N/A | +7.95% |
IDMO vs SUSA Drawdown Comparison
The maximum drawdown for IDMO was -39.35%, occurring on Feb 9, 2016. Recovery took 1191 trading sessions.
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The current IDMO drawdown is -2.38%. The current SUSA drawdown is -0.48%.
| Rank | IDMO | SUSA |
|---|---|---|
| #1 | -39.35% May 14, 2015 - Feb 6, 2020 | -53.93% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -31.32% Feb 19, 2020 - Jul 14, 2020 | -32.93% Feb 19, 2020 - Jul 20, 2020 |
| #3 | -27.09% Nov 12, 2021 - Dec 1, 2023 | -28.22% Dec 29, 2021 - Feb 7, 2024 |
| #4 | -25.56% Feb 24, 2012 - Dec 19, 2012 | -19.30% Dec 4, 2024 - Jun 30, 2025 |
| #5 | -21.02% Jul 3, 2014 - Apr 24, 2015 | -19.16% Sep 21, 2018 - Apr 1, 2019 |
| #6 | -13.64% Jan 30, 2013 - Aug 14, 2013 | -13.73% May 20, 2015 - Apr 19, 2016 |
| #7 | -12.65% Mar 25, 2025 - Apr 23, 2025 | -11.53% Apr 2, 2012 - Jan 3, 2013 |
| #8 | -12.52% Feb 16, 2021 - Aug 5, 2021 | -9.71% Jan 28, 2026 - Apr 17, 2026 |
| #9 | -12.31% Feb 26, 2026 - Apr 14, 2026 | -9.67% Jan 26, 2018 - Aug 24, 2018 |
| #10 | -11.40% Jul 16, 2024 - Aug 30, 2024 | -9.60% Sep 2, 2020 - Nov 13, 2020 |
| #11 | -7.30% Jan 17, 2014 - Feb 18, 2014 | -8.32% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -7.22% May 13, 2026 - Jun 16, 2026 | -7.53% Jul 16, 2024 - Aug 23, 2024 |
| #13 | -6.98% Dec 5, 2024 - Feb 6, 2025 | -7.23% Apr 23, 2019 - Jun 20, 2019 |
| #14 | -6.92% Sep 15, 2021 - Nov 1, 2021 | -6.92% Sep 2, 2014 - Oct 30, 2014 |
| #15 | -6.73% Oct 12, 2020 - Nov 5, 2020 | -6.72% May 8, 2006 - Sep 20, 2006 |
Correlation
Correlation between IDMO and SUSA is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2005 - 2026)
IDMO vs SUSA dividend yield comparison.
| Year | IDMO | SUSA |
|---|---|---|
| 2026 | 1.30% | 0.39% |
| 2025 | 3.71% | 0.89% |
| 2024 | 2.24% | 1.15% |
| 2023 | 2.89% | 1.32% |
| 2022 | 3.66% | 1.52% |
| 2021 | 1.81% | 0.98% |
| 2020 | 1.63% | 1.17% |
| 2019 | 2.78% | 1.52% |
| 2018 | 3.27% | 1.73% |
| 2017 | 3.08% | 1.40% |
| 2016 | 2.18% | 1.56% |
| 2015 | 2.52% | 1.42% |
| 2014 | 2.19% | 1.21% |
| 2013 | 1.70% | 1.30% |
| 2012 | 2.07% | 1.77% |
| 2011 | 0.00% | 1.45% |
| 2010 | 0.00% | 1.48% |
| 2009 | 0.00% | 1.64% |
| 2008 | 0.00% | 2.30% |
| 2007 | 0.00% | 1.28% |
| 2006 | 0.00% | 1.51% |
| 2005 | 0.00% | 1.15% |
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