IGPT vs EVMO

Comparison between INVESCO AI AND NEXT GEN SOFTWARE ETF (IGPT, ETF) and EATON VANCE MORTGAGE OPPORTUNITIES ETF (EVMO, ETF).

IGPT vs EVMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGPT(ETF)	EVMO(ETF)
Net Assets	$875M	$876M
Expense Ratio	0.56%	0.45%
Max Drawdown	53.09%	2.82%
Sharpe Ratio	2.27	0.27
5Y Beta	1.55	0.09
P/E Ratio	51.92	N/A
Forward P/E	19.50	N/A
5Y Dividends CAGR	-5.82%	N/A
5Y EPS CAGR	33.95%	N/A
Debt to Equity	36.51%	N/A
P/S Ratio	9.68	N/A
P/B Ratio	8.44	N/A

Net Assets

IGPT

$875M

Winner

EVMO

$876M

Expense Ratio

IGPT

0.56%

Winner

EVMO

0.45%

Max Drawdown

IGPT

53.09%

Winner

EVMO

2.82%

Sharpe Ratio

Winner

IGPT

2.27

EVMO

0.27

5Y Beta

IGPT

1.55

Winner

EVMO

0.09

P/E Ratio

IGPT

51.92

EVMO

N/A

Forward P/E

IGPT

19.50

EVMO

N/A

5Y Dividends CAGR

IGPT

-5.82%

EVMO

N/A

5Y EPS CAGR

IGPT

33.95%

EVMO

N/A

Debt to Equity

IGPT

36.51%

EVMO

N/A

P/S Ratio

IGPT

9.68

EVMO

N/A

P/B Ratio

IGPT

8.44

EVMO

N/A

IGPT vs EVMO - Holdings Comparison

IGPT and EVMO have 1 common holdings. Overlap is -0.12%

IGPT's top 25 holdings weight is 87.12%. EVMO's top 25 holdings weight is 33.32%.

Rank	IGPT	EVMO
#1	SK HYNIX INC (n/a) - 11.47%	FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 6.45%
#2	MICRON TECHNOLOGY INC (MU) - 11.22%	n/a (n/a) - 5.22%
#3	INTEL CORP (INTC) - 7.42%	n/a (n/a) - 3.31%
#4	ADVANCED MICRO DEVICES INC (AMD) - 7.28%	FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.80%
#5	ALPHABET INC CLASS A (GOOGL) - 6.50%	NYKREDIT REALKREDIT A/S 4% (n/a) - 1.54%
#6	NVIDIA CORP (NVDA) - 5.95%	FHLMC 5.5% (n/a) - 1.26%
#7	META PLATFORMS INC CLASS A (META) - 4.87%	MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.24%
#8	QUALCOMM INC (QCOM) - 3.93%	n/a (n/a) - 1.06%
#9	MEDIATEK INC (n/a) - 3.86%	CFMT 2025-AB3 LLC 0% (n/a) - 1.04%
#10	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 3.19%	RMF BUYOUT ISSUANCE TRUST 6% (n/a) - 0.91%
#11	WESTERN DIGITAL CORP (WDC) - 3.07%	ACM AUTO TRUST 2024-2 9.21% (n/a) - 0.89%
#12	INTUITIVE SURGICAL INC (ISRG) - 2.60%	RMF BUYOUT ISSUANCE TRUST 2021-HB1 0% (n/a) - 0.87%
#13	EQUINIX INC (EQIX) - 1.83%	SU CASITA TRUST 0% (n/a) - 0.86%
#14	KEYENCE CORP (n/a) - 1.74%	n/a (n/a) - 0.74%
#15	ADOBE INC (ADBE) - 1.71%	FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.69%
#16	CADENCE DESIGN SYSTEMS INC (CDNS) - 1.56%	SALUDA GRADE ALTERNATIVE MORTGAGE T 0% (n/a) - 0.64%
#17	KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.52%	BOSTON LENDING TRUST 0% (n/a) - 0.63%
#18	SYNOPSYS INC (SNPS) - 1.17%	FMC GMSR ISSUER TRUST 0% (n/a) - 0.58%
#19	DIGITAL REALTY TRUST INC (DLR) - 1.09%	GNMA 7% (n/a) - 0.58%
#20	SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.05%	REALKREDIT DANMARK A/S 4% (n/a) - 0.57%
#21	AUTODESK INC (ADSK) - 0.87%	STAR TRUST 2022-SFR3 0% (n/a) - 0.56%
#22	STRATEGY INC CLASS A (MSTR) - 0.87%	RMF PROPRIETARY ISSUANCE TRUST 2022 0% (n/a) - 0.54%
#23	ASTERA LABS INC (ALAB) - 0.84%	n/a (n/a) - 0.48%
#24	ARM HOLDINGS PLC ADR (ARM) - 0.77%	OCWEN LN INVESTMNT TR2024-HB1 3% (n/a) - 0.46%
#25	EMERSON ELECTRIC CO (EMR) - 0.74%	ATLX 2024-RPL1 TRUST 0% (n/a) - 0.40%
Total Holdings	114	188

IGPT vs EVMO - Historical Returns

Returns include dividend reinvestment.

Period	IGPT	EVMO
1 month	+8.79%	-0.28%
3 months	+46.83%	-0.84%
6 months	+53.86%	+0.81%
1 year	+97.01%	+3.71%
5 years(CAGR)	+13.14%	N/A
10 years(CAGR)	+20.78%	N/A
Max(CAGR)	+15.22%	+4.46%

Winner

IGPT

+8.79%

EVMO

-0.28%

Winner

IGPT

+46.83%

EVMO

-0.84%

Winner

IGPT

+53.86%

EVMO

+0.81%

Winner

IGPT

+97.01%

EVMO

+3.71%

5Y(CAGR)

IGPT

+13.14%

EVMO

N/A

10Y(CAGR)

IGPT

+20.78%

EVMO

N/A

Max(CAGR)

Winner

IGPT

+15.22%

EVMO

+4.46%

IGPT vs EVMO - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	IGPT	EVMO
2026	+48.98%	+0.40%
2025	+30.52%	+3.33%
2024	+20.71%	N/A
2023	+27.99%	N/A
2022	-26.94%	N/A
2021	-10.06%	N/A
2020	+53.11%	N/A
2019	+35.80%	N/A
2018	+15.43%	N/A
2017	+33.68%	N/A
2016	+15.04%	N/A
2015	+7.84%	N/A
2014	+11.44%	N/A
2013	+29.37%	N/A
2012	+15.69%	N/A
2011	-7.39%	N/A
2010	+17.40%	N/A
2009	+51.50%	N/A
2008	-32.06%	N/A
2007	+4.26%	N/A
2006	+8.83%	N/A
2005	+14.69%	N/A

IGPT vs EVMO Drawdown Comparison

The maximum drawdown for IGPT was -50.08%, occurring on Jun 16, 2022. Recovery took 1168 trading sessions.

The maximum drawdown for EVMO was -1.89%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The current IGPT drawdown is -11.40%. The current EVMO drawdown is -1.27%.

Rank	IGPT	EVMO
#1	-50.08% Feb 12, 2021 - Oct 8, 2025	-1.89% Feb 27, 2026 - Mar 20, 2026
#2	-48.44% Oct 31, 2007 - Mar 5, 2010	-0.56% Oct 29, 2025 - Nov 24, 2025
#3	-30.69% Feb 19, 2020 - May 22, 2020	-0.43% Dec 3, 2025 - Dec 18, 2025
#4	-27.75% Jul 7, 2011 - Sep 6, 2012	-0.41% Sep 16, 2025 - Sep 30, 2025
#5	-27.57% May 6, 2010 - Jul 7, 2011	-0.35% Jan 15, 2026 - Jan 26, 2026
#6	-23.00% Sep 14, 2018 - Mar 1, 2019	-0.34% Aug 4, 2025 - Aug 19, 2025
#7	-21.18% Jul 22, 2015 - Jun 7, 2016	-0.28% Dec 29, 2025 - Jan 8, 2026
#8	-16.68% Jan 28, 2026 - Apr 14, 2026	-0.24% Oct 13, 2025 - Oct 15, 2025
#9	-14.55% May 8, 2006 - Oct 5, 2006	-0.24% Dec 24, 2025 - Dec 29, 2025
#10	-13.97% Mar 4, 2014 - Nov 10, 2014	-0.20% Dec 18, 2025 - Dec 24, 2025
#11	-13.96% Jul 26, 2019 - Jan 16, 2020	-0.20% Aug 28, 2025 - Sep 4, 2025
#12	-12.77% Jun 4, 2007 - Oct 9, 2007	-0.20% Jan 12, 2026 - Jan 15, 2026
#13	-11.90% Oct 29, 2025 - Jan 6, 2026	-0.18% Oct 8, 2025 - Oct 10, 2025
#14	-11.40% Jun 3, 2026 - Jun 5, 2026	-0.18% Jan 30, 2026 - Feb 6, 2026
#15	-11.02% Sep 2, 2020 - Oct 12, 2020	-0.16% Oct 3, 2025 - Oct 8, 2025