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 +23.5% compared to +15.5%
SPMO vs DFIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPMO
$20B
Winner
DFIV
$20B
Expense Ratio
Winner
SPMO
0.13%
DFIV
0.27%
Max Drawdown
SPMO
31.31%
Winner
DFIV
27.56%
Sharpe Ratio
SPMO
1.77
Winner
DFIV
1.92
5Y Beta
SPMO
1.22
Winner
DFIV
0.67
P/E Ratio
SPMO
34.66
DFIV
N/A
Forward P/E
SPMO
21.59
DFIV
N/A
PEG Ratio
SPMO
0.32
DFIV
N/A
5Y Dividends CAGR
SPMO
9.86%
DFIV
N/A
5Y EPS CAGR
SPMO
32.57%
DFIV
N/A
Debt to Equity
SPMO
27.76%
DFIV
N/A
P/S Ratio
SPMO
4.38
DFIV
N/A
P/B Ratio
SPMO
7.76
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 77.05%. DFIV's top 25 holdings weight is 27.01%.
| Rank | SPMO | DFIV |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 10.31% | n/a (SHEL) - 3.17% |
| #2 | NVIDIA CORP (NVDA) - 8.40% | TOTALENERGIES SE (TTE:XPAR) - 2.14% |
| #3 | BROADCOM INC (AVGO) - 6.60% | BANCO SANTANDER SA (n/a) - 1.83% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.71% | TOYOTA MOTOR CORP (n/a) - 1.73% |
| #5 | JOHNSON & JOHNSON (JNJ) - 4.27% | BASF SE (n/a) - 1.31% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 3.80% | HSBC HOLDINGS PLC ADR (HSBC) - 1.22% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.75% | NOKIA OYJ (n/a) - 1.11% |
| #8 | LAM RESEARCH CORP (LRCX) - 3.74% | SUNCOR ENERGY INC (n/a) - 1.10% |
| #9 | EXXON MOBIL CORP (XOM) - 3.01% | THE TORONTO-DOMINION BANK (n/a) - 1.06% |
| #10 | INTEL CORP (INTC) - 2.88% | BP PLC ADR (BP) - 1.05% |
| #11 | CATERPILLAR INC (CAT) - 2.66% | SOCIETE GENERALE SA (n/a) - 0.99% |
| #12 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.49% | ZURICH INSURANCE GROUP AG (n/a) - 0.93% |
| #13 | CISCO SYSTEMS INC (CSCO) - 2.08% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.93% |
| #14 | APPLIED MATERIALS INC (AMAT) - 2.05% | HOLCIM LTD (n/a) - 0.92% |
| #15 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.83% | LLOYDS BANKING GROUP PLC (n/a) - 0.90% |
| #16 | WESTERN DIGITAL CORP (WDC) - 1.71% | ENGIE SA (n/a) - 0.89% |
| #17 | GE AEROSPACE (GE) - 1.68% | ENI SPA (n/a) - 0.88% |
| #18 | KLA CORP (KLAC) - 1.62% | ORANGE SA (n/a) - 0.87% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 1.46% | COMPAGNIE DE SAINT-GOBAIN SA (n/a) - 0.83% |
| #20 | RTX CORP (RTX) - 1.44% | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 0.79% |
| #21 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.40% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.48% |
| #22 | AMPHENOL CORP CLASS A (APH) - 1.36% | LONZA GROUP LTD (n/a) - 0.48% |
| #23 | COCA-COLA CO (KO) - 1.34% | ENEOS HOLDINGS INC (n/a) - 0.47% |
| #24 | GE VERNOVA INC (GEV) - 1.25% | AMRIZE LTD REGISTERED SHARE (AMRZ) - 0.47% |
| #25 | n/a (PLTR) - 1.21% | ABN AMRO BANK NV (n/a) - 0.46% |
| Total Holdings | 102 | 546 |
SPMO vs DFIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPMO
+5.56%
DFIV
+0.88%
3M
Winner
SPMO
+30.50%
DFIV
+7.28%
6M
Winner
SPMO
+28.70%
DFIV
+13.93%
1Y
Winner
SPMO
+43.46%
DFIV
+33.44%
5Y(CAGR)
Winner
SPMO
+23.48%
DFIV
+15.54%
10Y(CAGR)
SPMO
+20.75%
DFIV
N/A
Max(CAGR)
Winner
SPMO
+19.83%
DFIV
+15.54%
SPMO vs DFIV - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SPMO | DFIV |
|---|---|---|
| 2026 | +27.77% | +10.83% |
| 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 -1.68%. The current DFIV drawdown is -0.43%.
| 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 - Mar 20, 2026 |
| #4 | -20.13% Feb 13, 2025 - May 13, 2025 | -9.57% Jul 31, 2023 - Dec 14, 2023 |
| #5 | -13.16% Jul 10, 2024 - Oct 4, 2024 | -8.28% Sep 26, 2024 - Feb 11, 2025 |
| #6 | -12.70% Oct 29, 2025 - Apr 13, 2026 | -7.60% Oct 20, 2021 - Jan 4, 2022 |
| #7 | -11.03% Nov 25, 2015 - Jul 25, 2016 | -7.38% Jul 17, 2024 - Aug 21, 2024 |
| #8 | -10.67% Feb 12, 2021 - Apr 9, 2021 | -4.94% May 20, 2024 - Jul 12, 2024 |
| #9 | -9.50% Mar 12, 2018 - Jun 4, 2018 | -4.93% Jan 14, 2022 - Feb 9, 2022 |
| #10 | -8.97% Jan 26, 2018 - Mar 9, 2018 | -4.87% Nov 12, 2025 - Nov 28, 2025 |
| #11 | -8.93% Sep 2, 2020 - Oct 12, 2020 | -4.35% Apr 9, 2024 - May 9, 2024 |
| #12 | -8.79% Oct 13, 2020 - Nov 6, 2020 | -4.17% Sep 15, 2021 - Oct 14, 2021 |
| #13 | -8.00% Apr 16, 2021 - Jun 22, 2021 | -4.00% Jan 8, 2024 - Feb 22, 2024 |
| #14 | -7.45% Mar 22, 2024 - May 15, 2024 | -3.94% Jul 23, 2025 - Aug 12, 2025 |
| #15 | -7.36% Jun 3, 2026 - Jun 10, 2026 | -3.42% Aug 27, 2024 - Sep 19, 2024 |
Correlation
Correlation between SPMO and DFIV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2015 - 2026)
SPMO vs DFIV dividend yield comparison.
| Year | SPMO | DFIV |
|---|---|---|
| 2026 | 0.21% | 0.18% |
| 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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