SPMO vs DFIV
Comparison between INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF) and DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV, ETF).
5-Year PerformanceSPMO has outperformed DFIV, delivering a return of +19.9% compared to +16.2%
SPMO vs DFIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPMO
$21B
Winner
DFIV
$21B
Expense Ratio
Winner
SPMO
0.13%
DFIV
0.27%
Max Drawdown
SPMO
31.31%
Winner
DFIV
27.56%
Sharpe Ratio
SPMO
0.99
Winner
DFIV
1.80
5Y Beta
SPMO
1.25
Winner
DFIV
0.65
P/E Ratio
SPMO
31.18
DFIV
N/A
Forward P/E
SPMO
17.77
DFIV
N/A
PEG Ratio
SPMO
0.16
DFIV
N/A
5Y Dividends CAGR
SPMO
14.50%
DFIV
N/A
5Y EPS CAGR
SPMO
34.59%
DFIV
N/A
Debt to Equity
SPMO
25.88%
DFIV
N/A
P/S Ratio
SPMO
4.27
DFIV
N/A
P/B Ratio
SPMO
7.47
DFIV
N/A
SPMO vs DFIV - Holdings Comparison
SPMO and DFIV have 1 common holdings. Overlap is 0.00%
SPMO's top 25 holdings weight is 76.64%. DFIV's top 25 holdings weight is 26.56%.
| Rank | SPMO | DFIV |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 10.50% | n/a (SHEL) - 3.03% |
| #2 | NVIDIA CORP (NVDA) - 8.84% | BANCO SANTANDER SA (n/a) - 2.01% |
| #3 | BROADCOM INC (AVGO) - 6.24% | TOTALENERGIES SE (TTE:XPAR) - 1.99% |
| #4 | JOHNSON & JOHNSON (JNJ) - 4.74% | TOYOTA MOTOR CORP (n/a) - 1.73% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 4.42% | BASF SE (n/a) - 1.23% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 3.80% | HSBC HOLDINGS PLC ADR (HSBC) - 1.22% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.51% | SOCIETE GENERALE SA (n/a) - 1.08% |
| #8 | LAM RESEARCH CORP (LRCX) - 3.46% | THE TORONTO-DOMINION BANK (n/a) - 1.05% |
| #9 | EXXONMOBIL HOLDINGS CORP (XOM) - 3.20% | LLOYDS BANKING GROUP PLC (n/a) - 1.01% |
| #10 | CATERPILLAR INC (CAT) - 2.46% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.01% |
| #11 | INTEL CORP (INTC) - 2.42% | BAYER AG (n/a) - 1.00% |
| #12 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.31% | SUNCOR ENERGY INC (n/a) - 0.95% |
| #13 | APPLIED MATERIALS INC (AMAT) - 1.98% | BP PLC ADR (BP) - 0.92% |
| #14 | CISCO SYSTEMS INC (CSCO) - 1.88% | ZURICH INSURANCE GROUP AG (n/a) - 0.91% |
| #15 | GE AEROSPACE (GE) - 1.82% | COMPAGNIE DE SAINT-GOBAIN SA (n/a) - 0.89% |
| #16 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.80% | SWISS RE AG (n/a) - 0.88% |
| #17 | RTX CORP (RTX) - 1.74% | n/a (n/a) - 0.83% |
| #18 | n/a (PLTR) - 1.58% | ENI SPA (n/a) - 0.83% |
| #19 | WESTERN DIGITAL CORP (WDC) - 1.56% | BNP PARIBAS ACT. CAT.A (n/a) - 0.82% |
| #20 | THE GOLDMAN SACHS GROUP INC (GS) - 1.44% | ENGIE SA (n/a) - 0.82% |
| #21 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.41% | BARRICK MINING CORP (n/a) - 0.50% |
| #22 | COCA-COLA CO (KO) - 1.40% | WOODSIDE ENERGY GROUP LTD (n/a) - 0.47% |
| #23 | GE VERNOVA INC (GEV) - 1.38% | ENEOS HOLDINGS INC (n/a) - 0.47% |
| #24 | AMPHENOL CORP CLASS A (APH) - 1.38% | BPER BANCA SPA (n/a) - 0.46% |
| #25 | KLA CORP (KLAC) - 1.37% | TOURMALINE OIL CORP (n/a) - 0.45% |
| Total Holdings | 102 | 564 |
SPMO vs DFIV - Historical Returns
Returns include dividend reinvestment.
1M
SPMO
-0.25%
Winner
DFIV
+4.09%
3M
SPMO
+0.98%
Winner
DFIV
+6.40%
6M
Winner
SPMO
+23.60%
DFIV
+6.40%
1Y
SPMO
+26.77%
Winner
DFIV
+31.34%
5Y(CAGR)
Winner
SPMO
+19.94%
DFIV
+16.18%
10Y(CAGR)
SPMO
+19.76%
DFIV
N/A
Max(CAGR)
Winner
SPMO
+18.99%
DFIV
+16.18%
SPMO vs DFIV - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SPMO | DFIV |
|---|---|---|
| 2026 | +22.65% | +17.22% |
| 2025 | +25.85% | +45.83% |
| 2024 | +47.17% | +7.82% |
| 2023 | +19.46% | +16.94% |
| 2022 | -10.46% | -4.68% |
| 2021 | +24.36% | +0.06% |
| 2020 | +27.55% | N/A |
| 2019 | +25.67% | N/A |
| 2018 | -1.19% | N/A |
| 2017 | +28.51% | N/A |
| 2016 | +7.37% | N/A |
| 2015 | +2.79% | N/A |
SPMO vs DFIV Drawdown Comparison
The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The maximum drawdown for DFIV was -25.39%, occurring on Sep 27, 2022. Recovery took 355 trading sessions.
The current SPMO drawdown is -9.60%. The current DFIV drawdown is -0.12%.
| Rank | SPMO | DFIV |
|---|---|---|
| #1 | -30.93% Feb 19, 2020 - Jul 8, 2020 | -25.39% Feb 9, 2022 - Jul 12, 2023 |
| #2 | -23.38% Oct 1, 2018 - Jun 19, 2019 | -14.73% Mar 19, 2025 - May 9, 2025 |
| #3 | -22.75% Jan 4, 2022 - Dec 13, 2023 | -9.66% Feb 25, 2026 - Jul 6, 2026 |
| #4 | -20.13% Feb 13, 2025 - May 13, 2025 | -9.57% Jul 31, 2023 - Dec 14, 2023 |
| #5 | -15.64% Jun 22, 2026 - Jul 29, 2026 | -8.28% Sep 26, 2024 - Feb 11, 2025 |
| #6 | -13.16% Jul 10, 2024 - Oct 4, 2024 | -7.60% Oct 20, 2021 - Jan 4, 2022 |
| #7 | -12.70% Oct 29, 2025 - Apr 13, 2026 | -7.38% Jul 17, 2024 - Aug 21, 2024 |
| #8 | -11.03% Nov 25, 2015 - Jul 25, 2016 | -4.94% May 20, 2024 - Jul 12, 2024 |
| #9 | -10.67% Feb 12, 2021 - Apr 9, 2021 | -4.93% Jan 14, 2022 - Feb 9, 2022 |
| #10 | -9.50% Mar 12, 2018 - Jun 4, 2018 | -4.87% Nov 12, 2025 - Nov 28, 2025 |
| #11 | -8.97% Jan 26, 2018 - Mar 9, 2018 | -4.35% Apr 9, 2024 - May 9, 2024 |
| #12 | -8.93% Sep 2, 2020 - Oct 12, 2020 | -4.17% Sep 15, 2021 - Oct 14, 2021 |
| #13 | -8.79% Oct 13, 2020 - Nov 6, 2020 | -4.00% Jan 8, 2024 - Feb 22, 2024 |
| #14 | -8.00% Apr 16, 2021 - Jun 22, 2021 | -3.94% Jul 23, 2025 - Aug 12, 2025 |
| #15 | -7.45% Mar 22, 2024 - May 15, 2024 | -3.42% Aug 27, 2024 - Sep 19, 2024 |
Correlation
Correlation between SPMO and DFIV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2015 - 2026)
SPMO vs DFIV dividend yield comparison.
| Year | SPMO | DFIV |
|---|---|---|
| 2026 | 0.39% | 1.55% |
| 2025 | 0.73% | 2.92% |
| 2024 | 0.48% | 3.88% |
| 2023 | 1.63% | 3.93% |
| 2022 | 1.66% | 3.84% |
| 2021 | 0.52% | 2.30% |
| 2020 | 1.27% | 0.00% |
| 2019 | 1.39% | 0.00% |
| 2018 | 1.05% | 0.00% |
| 2017 | 0.77% | 0.00% |
| 2016 | 1.94% | 0.00% |
| 2015 | 0.36% | 0.00% |
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