IWV vs SPMO
Comparison between ISHARES RUSSELL 3000 ETF (IWV, ETF) and INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF).
5-Year PerformanceSPMO has outperformed IWV, delivering a return of +23.1% compared to +12.0%
IWV vs SPMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWV
$20B
Winner
SPMO
$20B
Expense Ratio
IWV
0.20%
Winner
SPMO
0.13%
Max Drawdown
IWV
56.66%
Winner
SPMO
31.31%
Sharpe Ratio
IWV
1.52
Winner
SPMO
1.76
5Y Beta
Winner
IWV
0.98
SPMO
1.23
P/E Ratio
Winner
IWV
25.02
SPMO
38.60
Forward P/E
Winner
IWV
18.99
SPMO
23.41
PEG Ratio
IWV
N/A
SPMO
0.35
5Y Dividends CAGR
IWV
6.17%
Winner
SPMO
14.50%
5Y EPS CAGR
IWV
23.72%
Winner
SPMO
33.26%
Debt to Equity
IWV
29.75%
Winner
SPMO
28.81%
P/S Ratio
Winner
IWV
2.95
SPMO
4.84
P/B Ratio
Winner
IWV
4.43
SPMO
8.51
IWV vs SPMO - Holdings Comparison
IWV and SPMO have 94 common holdings. Overlap is 24.79%
IWV's top 25 holdings weight is 44.15%. SPMO's top 25 holdings weight is 78.51%.
| Rank | IWV | SPMO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.90% | MICRON TECHNOLOGY INC (MU) - 11.78% |
| #2 | MICROSOFT CORP (MSFT) - 6.51% | NVIDIA CORP (NVDA) - 7.94% |
| #3 | APPLE INC (AAPL) - 4.91% | BROADCOM INC (AVGO) - 6.56% |
| #4 | AMAZON.COM INC (AMZN) - 3.33% | ALPHABET INC CLASS A (GOOGL) - 4.38% |
| #5 | META PLATFORMS INC CLASS A (META) - 2.78% | LAM RESEARCH CORP (LRCX) - 4.07% |
| #6 | BROADCOM INC (AVGO) - 2.25% | ADVANCED MICRO DEVICES INC (AMD) - 4.05% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 1.86% | JOHNSON & JOHNSON (JNJ) - 3.67% |
| #8 | ALPHABET INC CLASS C (GOOG) - 1.52% | ALPHABET INC CLASS C (GOOG) - 3.50% |
| #9 | TESLA INC (TSLA) - 1.43% | INTEL CORP (INTC) - 3.24% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.98% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.34% | CATERPILLAR INC (CAT) - 2.75% |
| #12 | ELI LILLY AND CO (LLY) - 1.01% | EXXON MOBIL CORP (XOM) - 2.48% |
| #13 | VISA INC CLASS A (V) - 0.95% | WESTERN DIGITAL CORP (WDC) - 2.33% |
| #14 | NETFLIX INC (NFLX) - 0.81% | APPLIED MATERIALS INC (AMAT) - 2.29% |
| #15 | MASTERCARD INC CLASS A (MA) - 0.76% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.15% |
| #16 | EXXON MOBIL CORP (XOM) - 0.76% | CISCO SYSTEMS INC (CSCO) - 1.88% |
| #17 | WALMART INC (WMT) - 0.71% | KLA CORP (KLAC) - 1.76% |
| #18 | COSTCO WHOLESALE CORP (COST) - 0.70% | GE AEROSPACE (GE) - 1.70% |
| #19 | ORACLE CORP (ORCL) - 0.69% | THE GOLDMAN SACHS GROUP INC (GS) - 1.43% |
| #20 | JOHNSON & JOHNSON (JNJ) - 0.67% | GE VERNOVA INC (GEV) - 1.43% |
| #21 | THE HOME DEPOT INC (HD) - 0.62% | RTX CORP (RTX) - 1.36% |
| #22 | PROCTER & GAMBLE CO (PG) - 0.58% | AMPHENOL CORP CLASS A (APH) - 1.35% |
| #23 | n/a (PLTR) - 0.58% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.22% |
| #24 | ABBVIE INC (ABBV) - 0.57% | COCA-COLA CO (KO) - 1.14% |
| #25 | BANK OF AMERICA CORP (BAC) - 0.52% | n/a (PLTR) - 1.07% |
| Total Holdings | 2126 | 102 |
IWV vs SPMO - Historical Returns
Returns include dividend reinvestment.
1M
IWV
-0.79%
Winner
SPMO
+6.65%
3M
IWV
+12.34%
Winner
SPMO
+34.96%
6M
IWV
+7.48%
Winner
SPMO
+28.13%
1Y
IWV
+23.69%
Winner
SPMO
+43.54%
5Y(CAGR)
IWV
+11.95%
Winner
SPMO
+23.09%
10Y(CAGR)
IWV
+14.55%
Winner
SPMO
+20.99%
Max(CAGR)
IWV
+8.53%
Winner
SPMO
+19.93%
IWV vs SPMO - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWV | SPMO |
|---|---|---|
| 2026 | +8.29% | +29.53% |
| 2025 | +17.14% | +25.85% |
| 2024 | +24.28% | +47.17% |
| 2023 | +26.44% | +19.46% |
| 2022 | -19.74% | -10.46% |
| 2021 | +27.22% | +24.36% |
| 2020 | +19.60% | +27.55% |
| 2019 | +30.62% | +25.67% |
| 2018 | -6.12% | -1.19% |
| 2017 | +20.12% | +28.51% |
| 2016 | +14.48% | +7.37% |
| 2015 | +0.42% | +2.79% |
| 2014 | +13.32% | N/A |
| 2013 | +29.90% | N/A |
| 2012 | +14.80% | N/A |
| 2011 | -0.33% | N/A |
| 2010 | +14.92% | N/A |
| 2009 | +24.80% | N/A |
| 2008 | -36.46% | N/A |
| 2007 | +4.73% | N/A |
| 2006 | +13.92% | N/A |
| 2005 | +7.10% | N/A |
| 2004 | +12.09% | N/A |
| 2003 | +26.49% | N/A |
| 2002 | -22.00% | N/A |
| 2001 | -8.37% | N/A |
| 2000 | -3.32% | N/A |
IWV vs SPMO Drawdown Comparison
The maximum drawdown for IWV was -55.60%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.
The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current IWV drawdown is -2.74%. The current SPMO drawdown is -4.53%.
| Rank | IWV | SPMO |
|---|---|---|
| #1 | -55.60% Oct 9, 2007 - Mar 15, 2012 | -30.93% Feb 19, 2020 - Jul 8, 2020 |
| #2 | -47.64% Sep 1, 2000 - Sep 26, 2006 | -23.38% Oct 1, 2018 - Jun 19, 2019 |
| #3 | -35.22% Feb 19, 2020 - Aug 12, 2020 | -22.75% Jan 4, 2022 - Dec 13, 2023 |
| #4 | -25.11% Dec 27, 2021 - Dec 18, 2023 | -20.13% Feb 13, 2025 - May 13, 2025 |
| #5 | -20.13% Sep 20, 2018 - Apr 23, 2019 | -13.16% Jul 10, 2024 - Oct 4, 2024 |
| #6 | -19.27% Feb 19, 2025 - Jun 27, 2025 | -12.70% Oct 29, 2025 - Apr 13, 2026 |
| #7 | -15.16% Jun 23, 2015 - Jun 8, 2016 | -11.03% Nov 25, 2015 - Jul 25, 2016 |
| #8 | -9.97% Mar 26, 2012 - Aug 16, 2012 | -10.67% Feb 12, 2021 - Apr 9, 2021 |
| #9 | -9.87% Jan 26, 2018 - Jul 25, 2018 | -9.50% Mar 12, 2018 - Jun 4, 2018 |
| #10 | -9.80% Jul 19, 2007 - Oct 5, 2007 | -8.97% Jan 26, 2018 - Mar 9, 2018 |
| #11 | -9.29% Sep 2, 2020 - Nov 9, 2020 | -8.93% Sep 2, 2020 - Oct 12, 2020 |
| #12 | -8.89% Jan 27, 2026 - Apr 14, 2026 | -8.79% Oct 13, 2020 - Nov 6, 2020 |
| #13 | -8.39% Jul 16, 2024 - Sep 19, 2024 | -8.00% Apr 16, 2021 - Jun 22, 2021 |
| #14 | -7.58% Sep 14, 2012 - Jan 2, 2013 | -7.45% Mar 22, 2024 - May 15, 2024 |
| #15 | -7.55% Sep 18, 2014 - Oct 31, 2014 | -7.36% Jun 3, 2026 - Jun 15, 2026 |
Correlation
Correlation between IWV and SPMO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
IWV vs SPMO dividend yield comparison.
| Year | IWV | SPMO |
|---|---|---|
| 2026 | 0.41% | 0.37% |
| 2025 | 0.96% | 0.73% |
| 2024 | 1.08% | 0.48% |
| 2023 | 1.30% | 1.63% |
| 2022 | 1.56% | 1.66% |
| 2021 | 1.04% | 0.52% |
| 2020 | 1.30% | 1.27% |
| 2019 | 1.69% | 1.39% |
| 2018 | 1.97% | 1.05% |
| 2017 | 1.58% | 0.77% |
| 2016 | 1.79% | 1.94% |
| 2015 | 1.99% | 0.36% |
| 2014 | 1.63% | 0.00% |
| 2013 | 1.61% | 0.00% |
| 2012 | 1.95% | 0.00% |
| 2011 | 1.81% | 0.00% |
| 2010 | 1.59% | 0.00% |
| 2009 | 1.83% | 0.00% |
| 2008 | 2.52% | 0.00% |
| 2007 | 1.66% | 0.00% |
| 2006 | 1.43% | 0.00% |
| 2005 | 1.78% | 0.00% |
| 2004 | 1.60% | 0.00% |
| 2003 | 1.40% | 0.00% |
| 2002 | 1.76% | 0.00% |
| 2001 | 1.00% | 0.00% |
| 2000 | 0.49% | 0.00% |
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