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MMTM vs SPY

Comparison between STATE STREET(R) SPDR(R) S&P(R) 1500 MOMENTUM TILT ETF (MMTM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MMTM, delivering a return of +12.4% compared to +11.7%

MMTM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MMTM
$166M
Winner
SPY
$781B
Expense Ratio
MMTM
0.12%
Winner
SPY
0.09%
Max Drawdown
Winner
MMTM
34.21%
SPY
56.47%
Sharpe Ratio
MMTM
0.73
Winner
SPY
1.22
5Y Beta
MMTM
1.11
Winner
SPY
1.00
P/E Ratio
Winner
MMTM
25.96
SPY
28.78
Forward P/E
Winner
MMTM
20.31
SPY
21.25
5Y Dividends CAGR
Winner
MMTM
10.14%
SPY
6.00%
5Y EPS CAGR
MMTM
18.89%
Winner
SPY
25.62%
Debt to Equity
MMTM
50.03%
Winner
SPY
31.92%
P/S Ratio
Winner
MMTM
2.65
SPY
3.76
P/B Ratio
Winner
MMTM
4.47
SPY
5.64

MMTM vs SPY - Holdings Comparison

MMTM and SPY have 458 common holdings. Overlap is 58.89%

MMTM's top 25 holdings weight is 43.64%. SPY's top 25 holdings weight is 51.74%.

RankMMTMSPY
#1
MICROSOFT CORP (MSFT) - 7.26%
NVIDIA CORP (NVDA) - 7.89%
#2
APPLE INC (AAPL) - 6.94%
APPLE INC (AAPL) - 7.37%
#3
AMAZON.COM INC (AMZN) - 4.52%
MICROSOFT CORP (MSFT) - 4.50%
#4
NVIDIA CORP (NVDA) - 3.41%
AMAZON.COM INC (AMZN) - 3.82%
#5
META PLATFORMS INC CLASS A (META) - 2.86%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.39%
BROADCOM INC (AVGO) - 2.86%
#7
ELI LILLY AND CO (LLY) - 1.94%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
VISA INC CLASS A (V) - 1.56%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
TESLA INC (TSLA) - 1.28%
TESLA INC (TSLA) - 1.70%
#10
JPMORGAN CHASE & CO (JPM) - 1.27%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
UNITEDHEALTH GROUP INC (UNH) - 1.08%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
MASTERCARD INC CLASS A (MA) - 1.07%
ELI LILLY AND CO (LLY) - 1.40%
#13
COSTCO WHOLESALE CORP (COST) - 1.02%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
BROADCOM INC (AVGO) - 0.94%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
PROCTER & GAMBLE CO (PG) - 0.93%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
NETFLIX INC (NFLX) - 0.92%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
THE HOME DEPOT INC (HD) - 0.83%
VISA INC CLASS A (V) - 0.90%
#18
ORACLE CORP (ORCL) - 0.70%
WALMART INC (WMT) - 0.76%
#19
WALMART INC (WMT) - 0.68%
INTEL CORP (INTC) - 0.75%
#20
ABBVIE INC (ABBV) - 0.68%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
STRYKER CORP (SYK) - 0.28%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
DANAHER CORP (DHR) - 0.27%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
UNION PACIFIC CORP (UNP) - 0.27%
ABBVIE INC (ABBV) - 0.66%
#24
CHARLES SCHWAB CORP (SCHW) - 0.27%
CATERPILLAR INC (CAT) - 0.65%
#25
THE GOLDMAN SACHS GROUP INC (GS) - 0.27%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings1386505

MMTM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MMTM
-1.14%
Winner
SPY
+0.63%
3M
MMTM
-2.25%
Winner
SPY
+4.46%
6M
MMTM
+2.77%
Winner
SPY
+7.67%
1Y
MMTM
+12.73%
Winner
SPY
+17.68%
5Y(CAGR)
MMTM
+11.67%
Winner
SPY
+12.42%
10Y(CAGR)
MMTM
+14.01%
Winner
SPY
+14.84%
Max(CAGR)
Winner
MMTM
+14.18%
SPY
+8.44%

MMTM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMMTMSPY
2026+3.81%+8.63%
2025+13.57%+18.00%
2024+31.51%+25.59%
2023+23.41%+26.72%
2022-16.80%-18.64%
2021+28.24%+30.52%
2020+18.52%+17.28%
2019+29.95%+31.09%
2018-4.81%-5.24%
2017+23.42%+20.78%
2016+11.02%+13.59%
2015+5.47%+1.31%
2014+14.69%+14.56%
2013+32.28%+29.00%
2012+1.62%+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

MMTM vs SPY Drawdown Comparison

The maximum drawdown for MMTM was -33.84%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current MMTM drawdown is -6.08%. The current SPY drawdown is -2.57%.

RankMMTMSPY
#1-33.84%
Feb 19, 2020 - Aug 3, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-23.73%
Jan 4, 2022 - Dec 14, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-22.08%
Feb 19, 2025 - Jul 25, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-21.38%
Oct 1, 2018 - Jun 18, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-15.75%
Dec 29, 2015 - Jul 12, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-11.43%
Jul 20, 2015 - Dec 29, 2015		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.95%
Jul 10, 2024 - Sep 24, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.89%
Sep 2, 2020 - Dec 8, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.90%
Feb 25, 2026 - Apr 13, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.63%
Jan 23, 2018 - Jun 13, 2018		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.26%
Sep 18, 2014 - Nov 5, 2014		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.31%
Feb 12, 2021 - Apr 5, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.71%
Mar 22, 2024 - May 15, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.69%
Oct 29, 2025 - Jan 9, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.48%
Jun 1, 2026 - Jul 20, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MMTM and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

MMTM vs SPY dividend yield comparison.

YearMMTMSPY
20260.49%0.50%
20250.86%1.07%
20240.83%1.21%
20231.16%1.40%
20221.67%1.65%
20210.95%1.20%
20201.14%1.52%
20191.55%1.75%
20181.64%2.04%
20171.52%1.80%
20161.98%2.03%
20151.68%2.06%
20141.54%1.87%
20131.74%1.81%
20120.51%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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