IWN vs SPMO
Comparison between ISHARES RUSSELL 2000 VALUE ETF (IWN, ETF) and INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF).
5-Year PerformanceSPMO has outperformed IWN, delivering a return of +22.3% compared to +6.9%
IWN vs SPMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWN
$13B
SPMO
$12B
Expense Ratio
IWN
0.24%
Winner
SPMO
0.13%
Max Drawdown
IWN
62.91%
Winner
SPMO
31.31%
Sharpe Ratio
IWN
2.01
Winner
SPMO
2.17
5Y Beta
Winner
IWN
0.97
SPMO
1.20
P/E Ratio
IWN
166.44
Winner
SPMO
33.90
Forward P/E
Winner
IWN
12.45
SPMO
20.93
PEG Ratio
IWN
N/A
SPMO
0.28
5Y Dividends CAGR
Winner
IWN
11.18%
SPMO
9.86%
5Y EPS CAGR
IWN
9.58%
Winner
SPMO
32.58%
Debt to Equity
IWN
36.26%
Winner
SPMO
27.75%
P/S Ratio
Winner
IWN
1.28
SPMO
3.87
P/B Ratio
Winner
IWN
1.55
SPMO
7.05
IWN vs SPMO - Holdings Comparison
IWN and SPMO have 1 common holdings. Overlap is 0.00%
IWN's top 25 holdings weight is 12.88%. SPMO's top 25 holdings weight is 74.52%.
| Rank | IWN | SPMO |
|---|---|---|
| #1 | ECHOSTAR CORP CLASS A (SATS) - 1.19% | NVIDIA CORP (NVDA) - 9.88% |
| #2 | TTM TECHNOLOGIES INC (TTMI) - 0.68% | BROADCOM INC (AVGO) - 7.85% |
| #3 | COEUR MINING INC (CDE) - 0.66% | MICRON TECHNOLOGY INC (MU) - 6.45% |
| #4 | HECLA MINING CO (HL) - 0.63% | ALPHABET INC CLASS A (GOOGL) - 5.12% |
| #5 | CARETRUST REIT INC (CTRE) - 0.53% | JOHNSON & JOHNSON (JNJ) - 4.51% |
| #6 | FLUOR CORP (FLR) - 0.52% | ALPHABET INC CLASS C (GOOG) - 4.08% |
| #7 | UMB FINANCIAL CORP (UMBF) - 0.52% | EXXON MOBIL CORP (XOM) - 3.33% |
| #8 | SM ENERGY CO (SM) - 0.52% | LAM RESEARCH CORP (LRCX) - 3.23% |
| #9 | n/a (PRAX) - 0.50% | ADVANCED MICRO DEVICES INC (AMD) - 3.00% |
| #10 | VAXCYTE INC ORDINARY SHARES (PCVX) - 0.49% | CATERPILLAR INC (CAT) - 2.81% |
| #11 | JACKSON FINANCIAL INC (JXN) - 0.49% | INTEL CORP (INTC) - 2.52% |
| #12 | CYTOKINETICS INC (CYTK) - 0.48% | APPLIED MATERIALS INC (AMAT) - 1.74% |
| #13 | OLD NATIONAL BANCORP (ONB) - 0.47% | GE VERNOVA INC (GEV) - 1.73% |
| #14 | ORMAT TECHNOLOGIES INC (ORA) - 0.47% | CISCO SYSTEMS INC (CSCO) - 1.69% |
| #15 | COMMERCIAL METALS CO (CMC) - 0.47% | GE AEROSPACE (GE) - 1.69% |
| #16 | VIASAT INC (VSAT) - 0.45% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.68% |
| #17 | SSR MINING INC (SSRM) - 0.44% | RTX CORP (RTX) - 1.58% |
| #18 | TERRENO REALTY CORP (TRNO) - 0.43% | WESTERN DIGITAL CORP (WDC) - 1.51% |
| #19 | NOBLE CORP PLC CLASS A (NE) - 0.43% | KLA CORP (KLAC) - 1.51% |
| #20 | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 0.42% | THE GOLDMAN SACHS GROUP INC (GS) - 1.49% |
| #21 | SOUTHWEST GAS HOLDINGS INC (SWX) - 0.42% | AMPHENOL CORP CLASS A (APH) - 1.45% |
| #22 | TRANSOCEAN LTD (RIG) - 0.42% | n/a (PLTR) - 1.45% |
| #23 | VALARIS LTD (VAL) - 0.42% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.43% |
| #24 | ENERSYS (ENS) - 0.42% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.40% |
| #25 | PORTLAND GENERAL ELECTRIC CO (POR) - 0.41% | COCA-COLA CO (KO) - 1.39% |
| Total Holdings | 1404 | 102 |
IWN vs SPMO - Historical Returns
Returns include dividend reinvestment.
1M
IWN
+6.65%
Winner
SPMO
+18.50%
3M
IWN
+5.60%
Winner
SPMO
+18.70%
6M
IWN
+21.42%
Winner
SPMO
+21.96%
1Y
IWN
+44.45%
Winner
SPMO
+47.28%
5Y(CAGR)
IWN
+6.86%
Winner
SPMO
+22.29%
10Y(CAGR)
IWN
+10.49%
Winner
SPMO
+20.22%
Max(CAGR)
IWN
+9.38%
Winner
SPMO
+19.37%
IWN vs SPMO - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWN | SPMO |
|---|---|---|
| 2026 | +16.05% | +20.51% |
| 2025 | +12.57% | +25.85% |
| 2024 | +8.00% | +47.17% |
| 2023 | +14.92% | +19.46% |
| 2022 | -15.78% | -10.46% |
| 2021 | +29.69% | +24.36% |
| 2020 | +4.78% | +27.55% |
| 2019 | +21.05% | +25.67% |
| 2018 | -13.73% | -1.19% |
| 2017 | +7.03% | +28.51% |
| 2016 | +34.63% | +7.37% |
| 2015 | -7.27% | +2.79% |
| 2014 | +5.30% | N/A |
| 2013 | +30.27% | N/A |
| 2012 | +15.86% | N/A |
| 2011 | -7.51% | N/A |
| 2010 | +21.53% | N/A |
| 2009 | +20.24% | N/A |
| 2008 | -27.94% | N/A |
| 2007 | -10.53% | N/A |
| 2006 | +21.09% | N/A |
| 2005 | +5.60% | N/A |
| 2004 | +20.92% | N/A |
| 2003 | +41.77% | N/A |
| 2002 | -12.06% | N/A |
| 2001 | +16.04% | N/A |
| 2000 | +13.82% | N/A |
IWN vs SPMO Drawdown Comparison
The maximum drawdown for IWN was -61.53%, occurring on Mar 9, 2009. Recovery took 1333 trading sessions.
The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current IWN drawdown is -0.53%.
| Rank | IWN | SPMO |
|---|---|---|
| #1 | -61.53% Jun 4, 2007 - Sep 14, 2012 | -30.93% Feb 19, 2020 - Jul 8, 2020 |
| #2 | -46.07% Aug 22, 2018 - Dec 15, 2020 | -23.38% Oct 1, 2018 - Jun 19, 2019 |
| #3 | -34.07% May 2, 2002 - Sep 4, 2003 | -22.75% Jan 4, 2022 - Dec 13, 2023 |
| #4 | -26.70% Nov 25, 2024 - Sep 18, 2025 | -20.13% Feb 13, 2025 - May 13, 2025 |
| #5 | -25.93% Nov 8, 2021 - Jul 16, 2024 | -13.16% Jul 10, 2024 - Oct 4, 2024 |
| #6 | -22.54% Jun 23, 2015 - Aug 5, 2016 | -12.70% Oct 29, 2025 - Apr 13, 2026 |
| #7 | -19.41% Jun 29, 2001 - Dec 18, 2001 | -11.03% Nov 25, 2015 - Jul 25, 2016 |
| #8 | -12.38% Jul 3, 2014 - Dec 29, 2014 | -10.67% Feb 12, 2021 - Apr 9, 2021 |
| #9 | -12.02% May 9, 2006 - Oct 12, 2006 | -9.50% Mar 12, 2018 - Jun 4, 2018 |
| #10 | -11.86% Jun 8, 2021 - Nov 3, 2021 | -8.97% Jan 26, 2018 - Mar 9, 2018 |
| #11 | -11.37% Apr 5, 2004 - Oct 1, 2004 | -8.93% Sep 2, 2020 - Oct 12, 2020 |
| #12 | -10.57% Sep 14, 2012 - Dec 20, 2012 | -8.79% Oct 13, 2020 - Nov 6, 2020 |
| #13 | -10.26% Dec 28, 2004 - Jun 15, 2005 | -8.00% Apr 16, 2021 - Jun 22, 2021 |
| #14 | -10.14% Aug 2, 2005 - Jan 6, 2006 | -7.45% Mar 22, 2024 - May 15, 2024 |
| #15 | -9.85% Jul 26, 2024 - Oct 16, 2024 | -5.91% Jul 15, 2019 - Dec 16, 2019 |
Correlation
Correlation between IWN and SPMO is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2000 - 2026)
IWN vs SPMO dividend yield comparison.
| Year | IWN | SPMO |
|---|---|---|
| 2026 | 0.24% | 0.22% |
| 2025 | 1.70% | 0.73% |
| 2024 | 1.80% | 0.48% |
| 2023 | 2.04% | 1.63% |
| 2022 | 2.12% | 1.66% |
| 2021 | 1.48% | 0.52% |
| 2020 | 1.60% | 1.27% |
| 2019 | 1.92% | 1.39% |
| 2018 | 1.99% | 1.05% |
| 2017 | 1.78% | 0.77% |
| 2016 | 1.74% | 1.94% |
| 2015 | 2.15% | 0.36% |
| 2014 | 1.88% | 0.00% |
| 2013 | 1.77% | 0.00% |
| 2012 | 2.50% | 0.00% |
| 2011 | 2.03% | 0.00% |
| 2010 | 1.63% | 0.00% |
| 2009 | 1.82% | 0.00% |
| 2008 | 2.46% | 0.00% |
| 2007 | 2.03% | 0.00% |
| 2006 | 1.59% | 0.00% |
| 2005 | 1.76% | 0.00% |
| 2004 | 1.38% | 0.00% |
| 2003 | 1.24% | 0.00% |
| 2002 | 1.89% | 0.00% |
| 2001 | 1.84% | 0.00% |
| 2000 | 0.76% | 0.00% |
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