SCHO vs SPMO

Comparison between SCHWAB SHORT-TERM U.S. TREASURY ETF (SCHO, ETF) and INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF).

5-Year PerformanceSPMO has outperformed SCHO, delivering a return of +22.3% compared to +1.8%

SCHO vs SPMO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHO(ETF)	SPMO(ETF)
Net Assets	$13B	$12B
Expense Ratio	0.03%	0.13%
Max Drawdown	7.87%	31.31%
Sharpe Ratio	-0.13	2.17
5Y Beta	-0.02	1.20
P/E Ratio	N/A	33.90
Forward P/E	N/A	20.93
PEG Ratio	N/A	0.28
5Y Dividends CAGR	33.03%	9.86%
5Y EPS CAGR	N/A	32.58%
Debt to Equity	N/A	27.75%
P/S Ratio	N/A	3.87
P/B Ratio	N/A	7.05

Net Assets

Winner

SCHO

$13B

SPMO

$12B

Expense Ratio

Winner

SCHO

0.03%

SPMO

0.13%

Max Drawdown

Winner

SCHO

7.87%

SPMO

31.31%

Sharpe Ratio

SCHO

-0.13

Winner

SPMO

2.17

5Y Beta

Winner

SCHO

-0.02

SPMO

1.20

P/E Ratio

SCHO

N/A

SPMO

33.90

Forward P/E

SCHO

N/A

SPMO

20.93

PEG Ratio

SCHO

N/A

SPMO

0.28

5Y Dividends CAGR

Winner

SCHO

33.03%

SPMO

9.86%

5Y EPS CAGR

SCHO

N/A

SPMO

32.58%

Debt to Equity

SCHO

N/A

SPMO

27.75%

P/S Ratio

SCHO

N/A

SPMO

3.87

P/B Ratio

SCHO

N/A

SPMO

7.05

SCHO vs SPMO - Historical Returns

Returns include dividend reinvestment.

Period	SCHO	SPMO
1 month	+0.23%	+18.50%
3 months	+0.25%	+18.70%
6 months	+1.18%	+21.96%
1 year	+3.70%	+47.28%
5 years(CAGR)	+1.84%	+22.29%
10 years(CAGR)	+1.72%	+20.22%
Max(CAGR)	+1.35%	+19.37%

SCHO

+0.23%

Winner

SPMO

+18.50%

SCHO

+0.25%

Winner

SPMO

+18.70%

SCHO

+1.18%

Winner

SPMO

+21.96%

SCHO

+3.70%

Winner

SPMO

+47.28%

5Y(CAGR)

SCHO

+1.84%

Winner

SPMO

+22.29%

10Y(CAGR)

SCHO

+1.72%

Winner

SPMO

+20.22%

Max(CAGR)

SCHO

+1.35%

Winner

SPMO

+19.37%

SCHO vs SPMO - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SCHO	SPMO
2026	+0.61%	+20.51%
2025	+5.14%	+25.85%
2024	+3.78%	+47.17%
2023	+4.20%	+19.46%
2022	-3.76%	-10.46%
2021	-0.66%	+24.36%
2020	+3.11%	+27.55%
2019	+3.49%	+25.67%
2018	+1.36%	-1.19%
2017	+0.35%	+28.51%
2016	+0.68%	+7.37%
2015	+0.43%	+2.79%
2014	+0.61%	N/A
2013	+0.35%	N/A
2012	+0.31%	N/A
2011	+1.43%	N/A
2010	+0.15%	N/A

SCHO vs SPMO Drawdown Comparison

The maximum drawdown for SCHO was -5.69%, occurring on Oct 20, 2022. Recovery took 700 trading sessions.

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

The current SCHO drawdown is -0.12%.

Rank	SCHO	SPMO
#1	-5.69% Aug 3, 2021 - May 15, 2024	-30.93% Feb 19, 2020 - Jul 8, 2020
#2	-1.07% Sep 7, 2017 - Nov 19, 2018	-23.38% Oct 1, 2018 - Jun 19, 2019
#3	-0.98% Sep 24, 2024 - Jan 24, 2025	-22.75% Jan 4, 2022 - Dec 13, 2023
#4	-0.94% Jul 5, 2016 - Aug 1, 2017	-20.13% Feb 13, 2025 - May 13, 2025
#5	-0.86% Feb 27, 2026 - Mar 26, 2026	-13.16% Jul 10, 2024 - Oct 4, 2024
#6	-0.78% Nov 1, 2010 - Apr 29, 2011	-12.70% Oct 29, 2025 - Apr 13, 2026
#7	-0.70% Oct 14, 2015 - Feb 2, 2016	-11.03% Nov 25, 2015 - Jul 25, 2016
#8	-0.69% Sep 4, 2019 - Oct 3, 2019	-10.67% Feb 12, 2021 - Apr 9, 2021
#9	-0.64% Apr 30, 2025 - Jun 20, 2025	-9.50% Mar 12, 2018 - Jun 4, 2018
#10	-0.53% Oct 15, 2014 - Jan 14, 2015	-8.97% Jan 26, 2018 - Mar 9, 2018
#11	-0.48% Feb 11, 2016 - Apr 5, 2016	-8.93% Sep 2, 2020 - Oct 12, 2020
#12	-0.45% Apr 4, 2025 - Apr 21, 2025	-8.79% Oct 13, 2020 - Nov 6, 2020
#13	-0.45% Feb 2, 2015 - Apr 1, 2015	-8.00% Apr 16, 2021 - Jun 22, 2021
#14	-0.45% Jan 30, 2012 - May 11, 2012	-7.45% Mar 22, 2024 - May 15, 2024
#15	-0.42% May 1, 2013 - Sep 25, 2013	-5.91% Jul 15, 2019 - Dec 16, 2019

Correlation

Correlation between SCHO and SPMO is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2010 - 2026)

SCHO vs SPMO dividend yield comparison.

Year	SCHO	SPMO
2026	1.27%	0.22%
2025	4.06%	0.73%
2024	4.29%	0.48%
2023	3.76%	1.63%
2022	1.34%	1.66%
2021	0.42%	0.52%
2020	1.28%	1.27%
2019	2.27%	1.39%
2018	1.60%	1.05%
2017	1.12%	0.77%
2016	0.82%	1.94%
2015	0.68%	0.36%
2014	0.47%	0.00%
2013	0.29%	0.00%
2012	0.29%	0.00%
2011	0.41%	0.00%
2010	0.13%	0.00%