IWY vs SPMO

Comparison between ISHARES RUSSELL TOP 200 GROWTH ETF (IWY, ETF) and INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF).

5-Year PerformanceSPMO has outperformed IWY, delivering a return of +23.3% compared to +16.4%

IWY vs SPMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWY(ETF)	SPMO(ETF)
Net Assets	$17B	$16B
Expense Ratio	0.20%	0.13%
Max Drawdown	33.06%	31.31%
Sharpe Ratio	1.64	2.19
5Y Beta	1.20	1.20
P/E Ratio	35.40	34.57
Forward P/E	27.62	21.74
PEG Ratio	0.61	0.27
5Y Dividends CAGR	4.97%	9.86%
5Y EPS CAGR	35.86%	32.05%
Debt to Equity	18.87%	28.64%
P/S Ratio	7.21	4.14
P/B Ratio	13.15	7.30

Net Assets

Winner

IWY

$17B

SPMO

$16B

Expense Ratio

IWY

0.20%

Winner

SPMO

0.13%

Max Drawdown

IWY

33.06%

Winner

SPMO

31.31%

Sharpe Ratio

IWY

1.64

Winner

SPMO

2.19

5Y Beta

IWY

1.20

Winner

SPMO

1.20

P/E Ratio

IWY

35.40

Winner

SPMO

34.57

Forward P/E

IWY

27.62

Winner

SPMO

21.74

PEG Ratio

IWY

0.61

Winner

SPMO

0.27

5Y Dividends CAGR

IWY

4.97%

Winner

SPMO

9.86%

5Y EPS CAGR

Winner

IWY

35.86%

SPMO

32.05%

Debt to Equity

Winner

IWY

18.87%

SPMO

28.64%

P/S Ratio

IWY

7.21

Winner

SPMO

4.14

P/B Ratio

IWY

13.15

Winner

SPMO

7.30

IWY vs SPMO - Holdings Comparison

IWY and SPMO have 24 common holdings. Overlap is 30.85%

IWY's top 25 holdings weight is 83.52%. SPMO's top 25 holdings weight is 75.64%.

Rank	IWY	SPMO
#1	NVIDIA CORP (NVDA) - 15.94%	NVIDIA CORP (NVDA) - 8.59%
#2	APPLE INC (AAPL) - 12.49%	BROADCOM INC (AVGO) - 7.91%
#3	MICROSOFT CORP (MSFT) - 10.25%	MICRON TECHNOLOGY INC (MU) - 7.72%
#4	BROADCOM INC (AVGO) - 4.97%	ALPHABET INC CLASS A (GOOGL) - 5.36%
#5	AMAZON.COM INC (AMZN) - 4.96%	ALPHABET INC CLASS C (GOOG) - 4.25%
#6	ALPHABET INC CLASS A (GOOGL) - 4.27%	JOHNSON & JOHNSON (JNJ) - 4.21%
#7	META PLATFORMS INC CLASS A (META) - 3.58%	LAM RESEARCH CORP (LRCX) - 3.35%
#8	ALPHABET INC CLASS C (GOOG) - 3.45%	EXXON MOBIL CORP (XOM) - 3.23%
#9	TESLA INC (TSLA) - 3.18%	ADVANCED MICRO DEVICES INC (AMD) - 3.11%
#10	ELI LILLY AND CO (LLY) - 2.44%	INTEL CORP (INTC) - 3.04%
#11	VISA INC CLASS A (V) - 1.97%	CATERPILLAR INC (CAT) - 2.93%
#12	COSTCO WHOLESALE CORP (COST) - 1.67%	SANDISK CORP ORDINARY SHARES (SNDK) - 2.22%
#13	MASTERCARD INC CLASS A (MA) - 1.55%	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.80%
#14	NETFLIX INC (NFLX) - 1.48%	APPLIED MATERIALS INC (AMAT) - 1.77%
#15	ABBVIE INC (ABBV) - 1.33%	CISCO SYSTEMS INC (CSCO) - 1.73%
#16	LAM RESEARCH CORP (LRCX) - 1.20%	WESTERN DIGITAL CORP (WDC) - 1.69%
#17	n/a (PLTR) - 1.17%	GE VERNOVA INC (GEV) - 1.64%
#18	ADVANCED MICRO DEVICES INC (AMD) - 1.15%	GE AEROSPACE (GE) - 1.58%
#19	GE AEROSPACE (GE) - 1.14%	RTX CORP (RTX) - 1.47%
#20	GE VERNOVA INC (GEV) - 1.11%	THE GOLDMAN SACHS GROUP INC (GS) - 1.39%
#21	ORACLE CORP (ORCL) - 1.06%	KLA CORP (KLAC) - 1.37%
#22	THE HOME DEPOT INC (HD) - 0.95%	PHILIP MORRIS INTERNATIONAL INC (PM) - 1.35%
#23	KLA CORP (KLAC) - 0.90%	n/a (PLTR) - 1.32%
#24	AMPHENOL CORP CLASS A (APH) - 0.66%	COCA-COLA CO (KO) - 1.31%
#25	ARISTA NETWORKS INC (ANET) - 0.65%	AMPHENOL CORP CLASS A (APH) - 1.30%
Total Holdings	113	102

IWY vs SPMO - Historical Returns

Returns include dividend reinvestment.

Period	IWY	SPMO
1 month	+11.13%	+18.43%
3 months	+8.45%	+21.47%
6 months	+3.00%	+22.07%
1 year	+28.06%	+44.63%
5 years(CAGR)	+16.39%	+23.29%
10 years(CAGR)	+19.48%	+20.40%
Max(CAGR)	+17.25%	+19.53%

IWY

+11.13%

Winner

SPMO

+18.43%

IWY

+8.45%

Winner

SPMO

+21.47%

IWY

+3.00%

Winner

SPMO

+22.07%

IWY

+28.06%

Winner

SPMO

+44.63%

5Y(CAGR)

IWY

+16.39%

Winner

SPMO

+23.29%

10Y(CAGR)

IWY

+19.48%

Winner

SPMO

+20.40%

Max(CAGR)

IWY

+17.25%

Winner

SPMO

+19.53%

IWY vs SPMO - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	IWY	SPMO
2026	+5.10%	+22.40%
2025	+18.71%	+25.85%
2024	+36.91%	+47.17%
2023	+47.75%	+19.46%
2022	-30.61%	-10.46%
2021	+33.02%	+24.36%
2020	+37.12%	+27.55%
2019	+36.35%	+25.67%
2018	-1.70%	-1.19%
2017	+30.69%	+28.51%
2016	+8.88%	+7.37%
2015	+8.06%	+2.79%
2014	+14.33%	N/A
2013	+28.99%	N/A
2012	+13.15%	N/A
2011	+3.69%	N/A
2010	+11.40%	N/A
2009	+8.92%	N/A

IWY vs SPMO Drawdown Comparison

The maximum drawdown for IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 494 trading sessions.

The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.

The current IWY drawdown is -0.06%.

Rank	IWY	SPMO
#1	-32.68% Dec 27, 2021 - Dec 13, 2023	-30.93% Feb 19, 2020 - Jul 8, 2020
#2	-30.76% Feb 19, 2020 - Jun 8, 2020	-23.38% Oct 1, 2018 - Jun 19, 2019
#3	-23.21% Dec 16, 2024 - Jun 27, 2025	-22.75% Jan 4, 2022 - Dec 13, 2023
#4	-22.15% Oct 1, 2018 - Apr 23, 2019	-20.13% Feb 13, 2025 - May 13, 2025
#5	-16.63% Oct 29, 2025 - May 8, 2026	-13.16% Jul 10, 2024 - Oct 4, 2024
#6	-15.77% Jul 22, 2011 - Jan 25, 2012	-12.70% Oct 29, 2025 - Apr 13, 2026
#7	-15.46% Apr 23, 2010 - Oct 18, 2010	-11.03% Nov 25, 2015 - Jul 25, 2016
#8	-13.86% Jul 10, 2024 - Oct 29, 2024	-10.67% Feb 12, 2021 - Apr 9, 2021
#9	-12.42% Jul 20, 2015 - Nov 2, 2015	-9.50% Mar 12, 2018 - Jun 4, 2018
#10	-12.27% Dec 1, 2015 - Apr 18, 2016	-8.97% Jan 26, 2018 - Mar 9, 2018
#11	-11.88% Sep 2, 2020 - Dec 17, 2020	-8.93% Sep 2, 2020 - Oct 12, 2020
#12	-9.96% Jan 26, 2018 - Jun 6, 2018	-8.79% Oct 13, 2020 - Nov 6, 2020
#13	-9.27% Apr 2, 2012 - Aug 16, 2012	-8.00% Apr 16, 2021 - Jun 22, 2021
#14	-8.77% Feb 12, 2021 - Apr 7, 2021	-7.45% Mar 22, 2024 - May 15, 2024
#15	-8.34% Sep 19, 2012 - Jan 23, 2013	-5.91% Jul 15, 2019 - Dec 16, 2019

Correlation

Correlation between IWY and SPMO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2009 - 2026)

IWY vs SPMO dividend yield comparison.

Year	IWY	SPMO
2026	0.07%	0.22%
2025	0.36%	0.73%
2024	0.42%	0.48%
2023	0.68%	1.63%
2022	0.88%	1.66%
2021	0.50%	0.52%
2020	0.71%	1.27%
2019	1.06%	1.39%
2018	1.32%	1.05%
2017	1.26%	0.77%
2016	1.51%	1.94%
2015	1.58%	0.36%
2014	1.44%	0.00%
2013	1.56%	0.00%
2012	1.80%	0.00%
2011	1.58%	0.00%
2010	1.27%	0.00%
2009	0.40%	0.00%