JMOM vs SPGP
Comparison between JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF) and INVESCO S&P 500 GARP ETF (SPGP, ETF).
5-Year PerformanceJMOM has outperformed SPGP, delivering a return of +15.7% compared to +7.6%
JMOM vs SPGP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JMOM
$2.20B
SPGP
$2.20B
Expense Ratio
Winner
JMOM
0.12%
SPGP
0.36%
Max Drawdown
Winner
JMOM
34.31%
SPGP
42.43%
Sharpe Ratio
Winner
JMOM
2.03
SPGP
0.94
5Y Beta
JMOM
1.04
Winner
SPGP
1.02
P/E Ratio
JMOM
33.26
Winner
SPGP
18.77
Forward P/E
JMOM
22.00
Winner
SPGP
16.39
PEG Ratio
JMOM
0.76
Winner
SPGP
0.70
5Y Dividends CAGR
Winner
JMOM
12.88%
SPGP
8.12%
5Y EPS CAGR
JMOM
22.86%
Winner
SPGP
23.14%
Debt to Equity
Winner
JMOM
-2.11%
SPGP
76.23%
P/S Ratio
JMOM
2.36
Winner
SPGP
2.28
P/B Ratio
JMOM
5.34
Winner
SPGP
3.54
JMOM vs SPGP - Holdings Comparison
JMOM and SPGP have 18 common holdings. Overlap is 9.14%
JMOM's top 25 holdings weight is 32.86%. SPGP's top 25 holdings weight is 49.19%.
| Rank | JMOM | SPGP |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 2.32% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.94% |
| #2 | BROADCOM INC (AVGO) - 2.31% | NVIDIA CORP (NVDA) - 2.92% |
| #3 | MICRON TECHNOLOGY INC (MU) - 2.18% | HOST HOTELS & RESORTS INC (HST) - 2.68% |
| #4 | NVIDIA CORP (NVDA) - 1.97% | ARISTA NETWORKS INC (ANET) - 2.51% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 1.82% | DELTA AIR LINES INC (DAL) - 2.24% |
| #6 | APPLE INC (AAPL) - 1.82% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.24% |
| #7 | INTEL CORP (INTC) - 1.69% | NORTHERN TRUST CORP (NTRS) - 2.18% |
| #8 | WALMART INC (WMT) - 1.61% | UBER TECHNOLOGIES INC (UBER) - 2.17% |
| #9 | JOHNSON & JOHNSON (JNJ) - 1.58% | BAKER HUGHES CO CLASS A (BKR) - 2.06% |
| #10 | META PLATFORMS INC CLASS A (META) - 1.57% | EMCOR GROUP INC (EME) - 2.00% |
| #11 | MICROSOFT CORP (MSFT) - 1.57% | EBAY INC (EBAY) - 2.00% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.50% | ROYAL CARIBBEAN GROUP (RCL) - 1.98% |
| #13 | COSTCO WHOLESALE CORP (COST) - 1.34% | CARNIVAL CORP (CCL) - 1.96% |
| #14 | CATERPILLAR INC (CAT) - 1.33% | FORTINET INC (FTNT) - 1.73% |
| #15 | LAM RESEARCH CORP (LRCX) - 1.15% | SLB LTD (SLB) - 1.72% |
| #16 | APPLIED MATERIALS INC (AMAT) - 1.08% | EXPEDIA GROUP INC (EXPE) - 1.66% |
| #17 | NETFLIX INC (NFLX) - 1.05% | ARCH CAPITAL GROUP LTD (ACGL) - 1.65% |
| #18 | GE VERNOVA INC (GEV) - 1.02% | SUPER MICRO COMPUTER INC (SMCI) - 1.64% |
| #19 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.00% | UNITED AIRLINES HOLDINGS INC (UAL) - 1.63% |
| #20 | ABBVIE INC (ABBV) - 0.95% | TEXAS PACIFIC LAND CORP (TPL) - 1.63% |
| #21 | COHERENT CORP (COHR) - 0.41% | SYNCHRONY FINANCIAL (SYF) - 1.58% |
| #22 | MCKESSON CORP (MCK) - 0.41% | UNITED RENTALS INC (URI) - 1.56% |
| #23 | STRYKER CORP (SYK) - 0.40% | BLOCK INC CLASS A (XYZ) - 1.55% |
| #24 | MARATHON PETROLEUM CORP (MPC) - 0.39% | HALLIBURTON CO (HAL) - 1.51% |
| #25 | CADENCE DESIGN SYSTEMS INC (CDNS) - 0.39% | DECKERS OUTDOOR CORP (DECK) - 1.45% |
| Total Holdings | 239 | 76 |
JMOM vs SPGP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JMOM
+11.19%
SPGP
+3.97%
3M
Winner
JMOM
+12.46%
SPGP
+0.25%
6M
Winner
JMOM
+16.52%
SPGP
+4.45%
1Y
Winner
JMOM
+33.79%
SPGP
+14.21%
5Y(CAGR)
Winner
JMOM
+15.75%
SPGP
+7.59%
10Y(CAGR)
Winner
JMOM
+15.91%
SPGP
+14.83%
Max(CAGR)
Winner
JMOM
+15.91%
SPGP
+14.12%
JMOM vs SPGP - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | JMOM | SPGP |
|---|---|---|
| 2026 | +16.23% | +2.15% |
| 2025 | +17.75% | +9.79% |
| 2024 | +29.74% | +8.64% |
| 2023 | +23.74% | +21.05% |
| 2022 | -20.41% | -13.53% |
| 2021 | +26.82% | +37.67% |
| 2020 | +28.12% | +14.92% |
| 2019 | +28.88% | +39.98% |
| 2018 | -5.24% | +0.65% |
| 2017 | +3.32% | +34.72% |
| 2016 | N/A | +1.84% |
| 2015 | N/A | +6.62% |
| 2014 | N/A | +17.46% |
| 2013 | N/A | +26.61% |
| 2012 | N/A | +14.10% |
| 2011 | N/A | +1.02% |
JMOM vs SPGP Drawdown Comparison
The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The maximum drawdown for SPGP was -42.07%, occurring on Mar 23, 2020. Recovery took 185 trading sessions.
The current SPGP drawdown is -1.29%.
| Rank | JMOM | SPGP |
|---|---|---|
| #1 | -34.31% Feb 19, 2020 - Jul 20, 2020 | -42.07% Feb 13, 2020 - Nov 5, 2020 |
| #2 | -28.27% Nov 16, 2021 - Jan 30, 2024 | -22.88% Dec 2, 2024 - Aug 13, 2025 |
| #3 | -21.59% Oct 3, 2018 - Jun 10, 2019 | -22.80% Oct 1, 2018 - Apr 3, 2019 |
| #4 | -19.51% Feb 18, 2025 - Jun 24, 2025 | -22.65% Dec 29, 2021 - Jul 31, 2023 |
| #5 | -10.94% Feb 12, 2021 - Apr 15, 2021 | -19.36% Aug 5, 2015 - Jan 25, 2017 |
| #6 | -9.09% Jan 26, 2018 - Jun 5, 2018 | -16.83% Jul 25, 2011 - Jan 26, 2012 |
| #7 | -8.49% Jul 16, 2024 - Aug 23, 2024 | -11.16% Jan 6, 2026 - Apr 17, 2026 |
| #8 | -8.34% Oct 13, 2020 - Nov 24, 2020 | -10.69% Jul 24, 2019 - Oct 24, 2019 |
| #9 | -8.27% Sep 2, 2020 - Oct 9, 2020 | -9.68% Jul 31, 2023 - Dec 13, 2023 |
| #10 | -7.87% Mar 2, 2026 - Apr 8, 2026 | -9.65% Jan 26, 2018 - Mar 9, 2018 |
| #11 | -6.88% Apr 26, 2021 - Jun 14, 2021 | -9.57% Jul 16, 2024 - Oct 4, 2024 |
| #12 | -6.63% Sep 3, 2021 - Oct 21, 2021 | -8.58% Sep 19, 2014 - Nov 11, 2014 |
| #13 | -6.24% Mar 21, 2024 - May 15, 2024 | -8.55% Apr 2, 2012 - Aug 7, 2012 |
| #14 | -6.18% Dec 4, 2024 - Jan 23, 2025 | -8.04% May 3, 2019 - Jun 20, 2019 |
| #15 | -6.07% Oct 27, 2025 - Dec 10, 2025 | -7.95% Sep 19, 2012 - Jan 22, 2013 |
Correlation
Correlation between JMOM and SPGP is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2011 - 2026)
JMOM vs SPGP dividend yield comparison.
| Year | JMOM | SPGP |
|---|---|---|
| 2026 | 0.15% | 0.29% |
| 2025 | 0.86% | 1.04% |
| 2024 | 0.75% | 1.38% |
| 2023 | 1.21% | 1.24% |
| 2022 | 1.39% | 1.22% |
| 2021 | 0.64% | 0.69% |
| 2020 | 0.85% | 1.10% |
| 2019 | 1.11% | 0.86% |
| 2018 | 1.38% | 0.95% |
| 2017 | 0.29% | 0.68% |
| 2016 | 0.00% | 0.89% |
| 2015 | 0.00% | 1.12% |
| 2014 | 0.00% | 1.52% |
| 2013 | 0.00% | 2.11% |
| 2012 | 0.00% | 1.49% |
| 2011 | 0.00% | 1.27% |
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