SPGP vs JMOM

Comparison between INVESCO S&P 500 GARP ETF (SPGP, ETF) and JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF).

5-Year PerformanceJMOM has outperformed SPGP, delivering a return of +15.7% compared to +7.6%

SPGP vs JMOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPGP(ETF)	JMOM(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.36%	0.12%
Max Drawdown	42.43%	34.31%
Sharpe Ratio	0.94	2.03
5Y Beta	1.02	1.04
P/E Ratio	18.77	33.26
Forward P/E	16.39	22.00
PEG Ratio	0.70	0.76
5Y Dividends CAGR	8.12%	12.88%
5Y EPS CAGR	23.14%	22.86%
Debt to Equity	76.23%	-2.11%
P/S Ratio	2.28	2.36
P/B Ratio	3.54	5.34

Net Assets

SPGP

$2.20B

JMOM

$2.20B

Expense Ratio

SPGP

0.36%

Winner

JMOM

0.12%

Max Drawdown

SPGP

42.43%

Winner

JMOM

34.31%

Sharpe Ratio

SPGP

0.94

Winner

JMOM

2.03

5Y Beta

Winner

SPGP

1.02

JMOM

1.04

P/E Ratio

Winner

SPGP

18.77

JMOM

33.26

Forward P/E

Winner

SPGP

16.39

JMOM

22.00

PEG Ratio

Winner

SPGP

0.70

JMOM

0.76

5Y Dividends CAGR

SPGP

8.12%

Winner

JMOM

12.88%

5Y EPS CAGR

Winner

SPGP

23.14%

JMOM

22.86%

Debt to Equity

SPGP

76.23%

Winner

JMOM

-2.11%

P/S Ratio

Winner

SPGP

2.28

JMOM

2.36

P/B Ratio

Winner

SPGP

3.54

JMOM

5.34

SPGP vs JMOM - Holdings Comparison

SPGP and JMOM have 18 common holdings. Overlap is 9.14%

SPGP's top 25 holdings weight is 49.19%. JMOM's top 25 holdings weight is 32.86%.

Rank	SPGP	JMOM
#1	MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.94%	ALPHABET INC CLASS A (GOOGL) - 2.32%
#2	NVIDIA CORP (NVDA) - 2.92%	BROADCOM INC (AVGO) - 2.31%
#3	HOST HOTELS & RESORTS INC (HST) - 2.68%	MICRON TECHNOLOGY INC (MU) - 2.18%
#4	ARISTA NETWORKS INC (ANET) - 2.51%	NVIDIA CORP (NVDA) - 1.97%
#5	DELTA AIR LINES INC (DAL) - 2.24%	ADVANCED MICRO DEVICES INC (AMD) - 1.82%
#6	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.24%	APPLE INC (AAPL) - 1.82%
#7	NORTHERN TRUST CORP (NTRS) - 2.18%	INTEL CORP (INTC) - 1.69%
#8	UBER TECHNOLOGIES INC (UBER) - 2.17%	WALMART INC (WMT) - 1.61%
#9	BAKER HUGHES CO CLASS A (BKR) - 2.06%	JOHNSON & JOHNSON (JNJ) - 1.58%
#10	EMCOR GROUP INC (EME) - 2.00%	META PLATFORMS INC CLASS A (META) - 1.57%
#11	EBAY INC (EBAY) - 2.00%	MICROSOFT CORP (MSFT) - 1.57%
#12	ROYAL CARIBBEAN GROUP (RCL) - 1.98%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.50%
#13	CARNIVAL CORP (CCL) - 1.96%	COSTCO WHOLESALE CORP (COST) - 1.34%
#14	FORTINET INC (FTNT) - 1.73%	CATERPILLAR INC (CAT) - 1.33%
#15	SLB LTD (SLB) - 1.72%	LAM RESEARCH CORP (LRCX) - 1.15%
#16	EXPEDIA GROUP INC (EXPE) - 1.66%	APPLIED MATERIALS INC (AMAT) - 1.08%
#17	ARCH CAPITAL GROUP LTD (ACGL) - 1.65%	NETFLIX INC (NFLX) - 1.05%
#18	SUPER MICRO COMPUTER INC (SMCI) - 1.64%	GE VERNOVA INC (GEV) - 1.02%
#19	UNITED AIRLINES HOLDINGS INC (UAL) - 1.63%	SANDISK CORP ORDINARY SHARES (SNDK) - 1.00%
#20	TEXAS PACIFIC LAND CORP (TPL) - 1.63%	ABBVIE INC (ABBV) - 0.95%
#21	SYNCHRONY FINANCIAL (SYF) - 1.58%	COHERENT CORP (COHR) - 0.41%
#22	UNITED RENTALS INC (URI) - 1.56%	MCKESSON CORP (MCK) - 0.41%
#23	BLOCK INC CLASS A (XYZ) - 1.55%	STRYKER CORP (SYK) - 0.40%
#24	HALLIBURTON CO (HAL) - 1.51%	MARATHON PETROLEUM CORP (MPC) - 0.39%
#25	DECKERS OUTDOOR CORP (DECK) - 1.45%	CADENCE DESIGN SYSTEMS INC (CDNS) - 0.39%
Total Holdings	76	239

SPGP vs JMOM - Historical Returns

Returns include dividend reinvestment.

Period	SPGP	JMOM
1 month	+3.97%	+11.19%
3 months	+0.25%	+12.46%
6 months	+4.45%	+16.52%
1 year	+14.21%	+33.79%
5 years(CAGR)	+7.59%	+15.75%
10 years(CAGR)	+14.83%	+15.91%
Max(CAGR)	+14.12%	+15.91%

SPGP

+3.97%

Winner

JMOM

+11.19%

SPGP

+0.25%

Winner

JMOM

+12.46%

SPGP

+4.45%

Winner

JMOM

+16.52%

SPGP

+14.21%

Winner

JMOM

+33.79%

5Y(CAGR)

SPGP

+7.59%

Winner

JMOM

+15.75%

10Y(CAGR)

SPGP

+14.83%

Winner

JMOM

+15.91%

Max(CAGR)

SPGP

+14.12%

Winner

JMOM

+15.91%

SPGP vs JMOM - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SPGP	JMOM
2026	+2.15%	+16.23%
2025	+9.79%	+17.75%
2024	+8.64%	+29.74%
2023	+21.05%	+23.74%
2022	-13.53%	-20.41%
2021	+37.67%	+26.82%
2020	+14.92%	+28.12%
2019	+39.98%	+28.88%
2018	+0.65%	-5.24%
2017	+34.72%	+3.32%
2016	+1.84%	N/A
2015	+6.62%	N/A
2014	+17.46%	N/A
2013	+26.61%	N/A
2012	+14.10%	N/A
2011	+1.02%	N/A

SPGP vs JMOM Drawdown Comparison

The maximum drawdown for SPGP was -42.07%, occurring on Mar 23, 2020. Recovery took 185 trading sessions.

The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The current SPGP drawdown is -1.29%.

Rank	SPGP	JMOM
#1	-42.07% Feb 13, 2020 - Nov 5, 2020	-34.31% Feb 19, 2020 - Jul 20, 2020
#2	-22.88% Dec 2, 2024 - Aug 13, 2025	-28.27% Nov 16, 2021 - Jan 30, 2024
#3	-22.80% Oct 1, 2018 - Apr 3, 2019	-21.59% Oct 3, 2018 - Jun 10, 2019
#4	-22.65% Dec 29, 2021 - Jul 31, 2023	-19.51% Feb 18, 2025 - Jun 24, 2025
#5	-19.36% Aug 5, 2015 - Jan 25, 2017	-10.94% Feb 12, 2021 - Apr 15, 2021
#6	-16.83% Jul 25, 2011 - Jan 26, 2012	-9.09% Jan 26, 2018 - Jun 5, 2018
#7	-11.16% Jan 6, 2026 - Apr 17, 2026	-8.49% Jul 16, 2024 - Aug 23, 2024
#8	-10.69% Jul 24, 2019 - Oct 24, 2019	-8.34% Oct 13, 2020 - Nov 24, 2020
#9	-9.68% Jul 31, 2023 - Dec 13, 2023	-8.27% Sep 2, 2020 - Oct 9, 2020
#10	-9.65% Jan 26, 2018 - Mar 9, 2018	-7.87% Mar 2, 2026 - Apr 8, 2026
#11	-9.57% Jul 16, 2024 - Oct 4, 2024	-6.88% Apr 26, 2021 - Jun 14, 2021
#12	-8.58% Sep 19, 2014 - Nov 11, 2014	-6.63% Sep 3, 2021 - Oct 21, 2021
#13	-8.55% Apr 2, 2012 - Aug 7, 2012	-6.24% Mar 21, 2024 - May 15, 2024
#14	-8.04% May 3, 2019 - Jun 20, 2019	-6.18% Dec 4, 2024 - Jan 23, 2025
#15	-7.95% Sep 19, 2012 - Jan 22, 2013	-6.07% Oct 27, 2025 - Dec 10, 2025

Correlation

Correlation between SPGP and JMOM is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2011 - 2026)

SPGP vs JMOM dividend yield comparison.

Year	SPGP	JMOM
2026	0.29%	0.15%
2025	1.04%	0.86%
2024	1.38%	0.75%
2023	1.24%	1.21%
2022	1.22%	1.39%
2021	0.69%	0.64%
2020	1.10%	0.85%
2019	0.86%	1.11%
2018	0.95%	1.38%
2017	0.68%	0.29%
2016	0.89%	0.00%
2015	1.12%	0.00%
2014	1.52%	0.00%
2013	2.11%	0.00%
2012	1.49%	0.00%
2011	1.27%	0.00%