IWP vs SPMO
Comparison between ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF) and INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF).
5-Year PerformanceSPMO has outperformed IWP, delivering a return of +21.4% compared to +4.8%
IWP vs SPMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWP
$22B
Winner
SPMO
$22B
Expense Ratio
IWP
0.23%
Winner
SPMO
0.13%
Max Drawdown
IWP
57.34%
Winner
SPMO
31.31%
Sharpe Ratio
IWP
-0.15
Winner
SPMO
1.19
5Y Beta
Winner
IWP
1.16
SPMO
1.25
P/E Ratio
IWP
57.36
Winner
SPMO
33.07
Forward P/E
IWP
27.11
Winner
SPMO
18.03
PEG Ratio
IWP
N/A
SPMO
0.18
5Y Dividends CAGR
IWP
9.93%
Winner
SPMO
14.50%
5Y EPS CAGR
IWP
N/A
SPMO
34.33%
Debt to Equity
IWP
90.70%
Winner
SPMO
28.23%
P/S Ratio
Winner
IWP
2.52
SPMO
4.49
P/B Ratio
IWP
11.95
Winner
SPMO
7.80
IWP vs SPMO - Holdings Comparison
IWP and SPMO have 15 common holdings. Overlap is 2.27%
IWP's top 25 holdings weight is 36.04%. SPMO's top 25 holdings weight is 77.33%.
| Rank | IWP | SPMO |
|---|---|---|
| #1 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.62% | MICRON TECHNOLOGY INC (MU) - 10.02% |
| #2 | DATADOG INC CLASS A (DDOG) - 2.52% | NVIDIA CORP (NVDA) - 8.54% |
| #3 | CLOUDFLARE INC (NET) - 2.52% | BROADCOM INC (AVGO) - 6.71% |
| #4 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.04% | ALPHABET INC CLASS A (GOOGL) - 4.70% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 2.00% | ADVANCED MICRO DEVICES INC (AMD) - 4.26% |
| #6 | COMFORT SYSTEMS USA INC (FIX) - 1.75% | JOHNSON & JOHNSON (JNJ) - 4.23% |
| #7 | TARGA RESOURCES CORP (TRGP) - 1.69% | ALPHABET INC CLASS C (GOOG) - 3.76% |
| #8 | LUMENTUM HOLDINGS INC (LITE) - 1.64% | LAM RESEARCH CORP (LRCX) - 3.74% |
| #9 | CENCORA INC (COR) - 1.60% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.77% |
| #10 | TERADYNE INC (TER) - 1.57% | CATERPILLAR INC (CAT) - 2.73% |
| #11 | ASTERA LABS INC (ALAB) - 1.57% | INTEL CORP (INTC) - 2.66% |
| #12 | VISTRA CORP (VST) - 1.51% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.35% |
| #13 | W.W. GRAINGER INC (GWW) - 1.45% | APPLIED MATERIALS INC (AMAT) - 2.29% |
| #14 | CHIPOTLE MEXICAN GRILL INC (CMG) - 1.32% | CISCO SYSTEMS INC (CSCO) - 1.88% |
| #15 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.31% | GE AEROSPACE (GE) - 1.83% |
| #16 | MARATHON PETROLEUM CORP (MPC) - 1.29% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.78% |
| #17 | AUTODESK INC (ADSK) - 1.23% | WESTERN DIGITAL CORP (WDC) - 1.71% |
| #18 | ROCKWELL AUTOMATION INC (ROK) - 1.23% | KLA CORP (KLAC) - 1.63% |
| #19 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 1.23% | THE GOLDMAN SACHS GROUP INC (GS) - 1.61% |
| #20 | FASTENAL CO (FAST) - 1.22% | RTX CORP (RTX) - 1.53% |
| #21 | STERLING INFRASTRUCTURE INC (STRL) - 0.58% | GE VERNOVA INC (GEV) - 1.45% |
| #22 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.57% | AMPHENOL CORP CLASS A (APH) - 1.37% |
| #23 | HEICO CORP CLASS A (HEI-A) - 0.53% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.32% |
| #24 | SYSCO CORP (SYY) - 0.53% | COCA-COLA CO (KO) - 1.27% |
| #25 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.52% | n/a (PLTR) - 1.19% |
| Total Holdings | 230 | 102 |
IWP vs SPMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWP
-1.50%
SPMO
-7.40%
3M
IWP
+1.92%
Winner
SPMO
+18.38%
6M
IWP
+0.15%
Winner
SPMO
+27.79%
1Y
IWP
+0.21%
Winner
SPMO
+32.36%
5Y(CAGR)
IWP
+4.82%
Winner
SPMO
+21.37%
10Y(CAGR)
IWP
+11.88%
Winner
SPMO
+20.66%
Max(CAGR)
IWP
+9.19%
Winner
SPMO
+19.43%
IWP vs SPMO - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWP | SPMO |
|---|---|---|
| 2026 | +1.19% | +25.63% |
| 2025 | +7.84% | +25.85% |
| 2024 | +23.83% | +47.17% |
| 2023 | +26.60% | +19.46% |
| 2022 | -26.14% | -10.46% |
| 2021 | +14.23% | +24.36% |
| 2020 | +33.86% | +27.55% |
| 2019 | +35.72% | +25.67% |
| 2018 | -5.68% | -1.19% |
| 2017 | +24.12% | +28.51% |
| 2016 | +8.86% | +7.37% |
| 2015 | -0.33% | +2.79% |
| 2014 | +12.77% | N/A |
| 2013 | +32.21% | N/A |
| 2012 | +14.17% | N/A |
| 2011 | -2.97% | N/A |
| 2010 | +24.30% | N/A |
| 2009 | +40.22% | N/A |
| 2008 | -43.79% | N/A |
| 2007 | +11.28% | N/A |
| 2006 | +8.69% | N/A |
| 2005 | +13.54% | N/A |
| 2004 | +15.71% | N/A |
| 2003 | +37.61% | N/A |
| 2002 | -27.76% | N/A |
| 2001 | -2.79% | N/A |
IWP vs SPMO Drawdown Comparison
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current IWP drawdown is -4.62%. The current SPMO drawdown is -7.40%.
| Rank | IWP | SPMO |
|---|---|---|
| #1 | -56.92% Oct 9, 2007 - Jan 14, 2011 | -30.93% Feb 19, 2020 - Jul 8, 2020 |
| #2 | -39.72% Aug 1, 2001 - Dec 1, 2003 | -23.38% Oct 1, 2018 - Jun 19, 2019 |
| #3 | -38.62% Nov 16, 2021 - Oct 11, 2024 | -22.75% Jan 4, 2022 - Dec 13, 2023 |
| #4 | -35.87% Feb 19, 2020 - Jul 8, 2020 | -20.13% Feb 13, 2025 - May 13, 2025 |
| #5 | -25.20% Feb 18, 2025 - Jul 3, 2025 | -13.16% Jul 10, 2024 - Oct 4, 2024 |
| #6 | -25.03% Jul 7, 2011 - Mar 26, 2012 | -12.70% Oct 29, 2025 - Apr 13, 2026 |
| #7 | -22.49% Sep 14, 2018 - Mar 21, 2019 | -11.03% Nov 25, 2015 - Jul 25, 2016 |
| #8 | -20.26% Apr 23, 2015 - Aug 23, 2016 | -10.99% Jun 22, 2026 - Jul 17, 2026 |
| #9 | -14.79% Oct 27, 2025 - Jun 30, 2026 | -10.67% Feb 12, 2021 - Apr 9, 2021 |
| #10 | -14.14% Apr 5, 2004 - Nov 11, 2004 | -9.50% Mar 12, 2018 - Jun 4, 2018 |
| #11 | -13.73% May 8, 2006 - Nov 15, 2006 | -8.97% Jan 26, 2018 - Mar 9, 2018 |
| #12 | -13.49% Feb 12, 2021 - Jun 24, 2021 | -8.93% Sep 2, 2020 - Oct 12, 2020 |
| #13 | -11.47% Jul 19, 2007 - Oct 5, 2007 | -8.79% Oct 13, 2020 - Nov 6, 2020 |
| #14 | -11.32% Apr 2, 2012 - Sep 13, 2012 | -8.00% Apr 16, 2021 - Jun 22, 2021 |
| #15 | -10.16% Sep 5, 2014 - Nov 6, 2014 | -7.45% Mar 22, 2024 - May 15, 2024 |
Correlation
Correlation between IWP and SPMO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2001 - 2026)
IWP vs SPMO dividend yield comparison.
| Year | IWP | SPMO |
|---|---|---|
| 2026 | 0.16% | 0.38% |
| 2025 | 0.37% | 0.73% |
| 2024 | 0.40% | 0.48% |
| 2023 | 0.54% | 1.63% |
| 2022 | 0.77% | 1.66% |
| 2021 | 0.30% | 0.52% |
| 2020 | 0.38% | 1.27% |
| 2019 | 0.60% | 1.39% |
| 2018 | 1.02% | 1.05% |
| 2017 | 0.78% | 0.77% |
| 2016 | 1.16% | 1.94% |
| 2015 | 0.98% | 0.36% |
| 2014 | 1.03% | 0.00% |
| 2013 | 0.80% | 0.00% |
| 2012 | 1.32% | 0.00% |
| 2011 | 0.93% | 0.00% |
| 2010 | 0.85% | 0.00% |
| 2009 | 0.87% | 0.00% |
| 2008 | 1.26% | 0.00% |
| 2007 | 0.63% | 0.00% |
| 2006 | 0.70% | 0.00% |
| 2005 | 0.47% | 0.00% |
| 2004 | 0.28% | 0.00% |
| 2003 | 0.18% | 0.00% |
| 2002 | 0.13% | 0.00% |
| 2001 | 0.03% | 0.00% |
Select Stocks to Compare
Popular: IWP vs SPYSPMO vs SPY
More Comparisons
Compare with similar stocks