SPMO vs DFUS
Comparison between INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF) and DIMENSIONAL U.S. EQUITY MARKET ETF (DFUS, ETF).
5-Year PerformanceSPMO has outperformed DFUS, delivering a return of +20.9% compared to +13.1%
SPMO vs DFUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPMO
$21B
DFUS
$21B
Expense Ratio
SPMO
0.13%
Winner
DFUS
0.09%
Max Drawdown
SPMO
31.31%
Winner
DFUS
25.36%
Sharpe Ratio
SPMO
1.04
Winner
DFUS
1.43
5Y Beta
SPMO
1.25
Winner
DFUS
0.99
P/E Ratio
SPMO
31.36
Winner
DFUS
26.82
Forward P/E
Winner
SPMO
17.34
DFUS
20.48
PEG Ratio
SPMO
0.17
DFUS
N/A
5Y Dividends CAGR
SPMO
14.50%
Winner
DFUS
52.11%
5Y EPS CAGR
Winner
SPMO
34.97%
DFUS
25.98%
Debt to Equity
SPMO
24.30%
DFUS
N/A
P/S Ratio
SPMO
4.38
Winner
DFUS
3.43
P/B Ratio
SPMO
7.50
Winner
DFUS
5.35
SPMO vs DFUS - Holdings Comparison
SPMO and DFUS have 98 common holdings. Overlap is 34.90%
SPMO's top 25 holdings weight is 77.01%. DFUS's top 25 holdings weight is 47.02%.
| Rank | SPMO | DFUS |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 9.88% | NVIDIA CORP (NVDA) - 6.89% |
| #2 | NVIDIA CORP (NVDA) - 8.79% | APPLE INC (AAPL) - 6.18% |
| #3 | BROADCOM INC (AVGO) - 7.10% | MICROSOFT CORP (MSFT) - 4.06% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.59% | AMAZON.COM INC (AMZN) - 3.36% |
| #5 | JOHNSON & JOHNSON (JNJ) - 4.41% | ALPHABET INC CLASS A (GOOGL) - 3.05% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 3.87% | BROADCOM INC (AVGO) - 2.64% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.65% | ALPHABET INC CLASS C (GOOG) - 2.52% |
| #8 | LAM RESEARCH CORP (LRCX) - 3.42% | META PLATFORMS INC CLASS A (META) - 1.81% |
| #9 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.90% | MICRON TECHNOLOGY INC (MU) - 1.73% |
| #10 | INTEL CORP (INTC) - 2.61% | TESLA INC (TSLA) - 1.68% |
| #11 | CATERPILLAR INC (CAT) - 2.59% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% |
| #12 | APPLIED MATERIALS INC (AMAT) - 2.11% | JPMORGAN CHASE & CO (JPM) - 1.30% |
| #13 | CISCO SYSTEMS INC (CSCO) - 2.04% | ELI LILLY AND CO (LLY) - 1.29% |
| #14 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.96% | ADVANCED MICRO DEVICES INC (AMD) - 1.22% |
| #15 | GE AEROSPACE (GE) - 1.93% | EXXON MOBIL CORP (XOM) - 0.85% |
| #16 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.79% | INTEL CORP (INTC) - 0.85% |
| #17 | WESTERN DIGITAL CORP (WDC) - 1.73% | JOHNSON & JOHNSON (JNJ) - 0.82% |
| #18 | RTX CORP (RTX) - 1.73% | VISA INC CLASS A (V) - 0.80% |
| #19 | AMPHENOL CORP CLASS A (APH) - 1.51% | WALMART INC (WMT) - 0.75% |
| #20 | THE GOLDMAN SACHS GROUP INC (GS) - 1.48% | LAM RESEARCH CORP (LRCX) - 0.70% |
| #21 | n/a (PLTR) - 1.41% | APPLIED MATERIALS INC (AMAT) - 0.68% |
| #22 | GE VERNOVA INC (GEV) - 1.40% | CISCO SYSTEMS INC (CSCO) - 0.67% |
| #23 | KLA CORP (KLAC) - 1.40% | CATERPILLAR INC (CAT) - 0.65% |
| #24 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.38% | COSTCO WHOLESALE CORP (COST) - 0.62% |
| #25 | COCA-COLA CO (KO) - 1.33% | MASTERCARD INC CLASS A (MA) - 0.59% |
| Total Holdings | 102 | 1906 |
SPMO vs DFUS - Historical Returns
Returns include dividend reinvestment.
1M
SPMO
+0.18%
Winner
DFUS
+3.39%
3M
Winner
SPMO
+7.62%
DFUS
+6.47%
6M
Winner
SPMO
+25.45%
DFUS
+12.75%
1Y
Winner
SPMO
+29.69%
DFUS
+24.42%
5Y(CAGR)
Winner
SPMO
+20.86%
DFUS
+13.08%
10Y(CAGR)
SPMO
+20.05%
DFUS
N/A
Max(CAGR)
Winner
SPMO
+19.34%
DFUS
+13.64%
SPMO vs DFUS - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SPMO | DFUS |
|---|---|---|
| 2026 | +25.63% | +14.27% |
| 2025 | +25.85% | +17.66% |
| 2024 | +47.17% | +25.28% |
| 2023 | +19.46% | +26.93% |
| 2022 | -10.46% | -18.83% |
| 2021 | +24.36% | +11.90% |
| 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 DFUS Drawdown Comparison
The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The maximum drawdown for DFUS was -24.62%, occurring on Sep 30, 2022. Recovery took 489 trading sessions.
The current SPMO drawdown is -7.40%.
| Rank | SPMO | DFUS |
|---|---|---|
| #1 | -30.93% Feb 19, 2020 - Jul 8, 2020 | -24.62% Jan 3, 2022 - Dec 13, 2023 |
| #2 | -23.38% Oct 1, 2018 - Jun 19, 2019 | -19.44% Feb 19, 2025 - Jun 27, 2025 |
| #3 | -22.75% Jan 4, 2022 - Dec 13, 2023 | -8.96% Jan 27, 2026 - Apr 14, 2026 |
| #4 | -20.13% Feb 13, 2025 - May 13, 2025 | -8.66% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -15.64% Jun 22, 2026 - Jul 29, 2026 | -5.53% Mar 28, 2024 - May 14, 2024 |
| #6 | -13.16% Jul 10, 2024 - Oct 4, 2024 | -5.29% Oct 28, 2025 - Dec 10, 2025 |
| #7 | -12.70% Oct 29, 2025 - Apr 13, 2026 | -5.07% Sep 3, 2021 - Oct 20, 2021 |
| #8 | -11.03% Nov 25, 2015 - Jul 25, 2016 | -4.60% Dec 4, 2024 - Jan 23, 2025 |
| #9 | -10.67% Feb 12, 2021 - Apr 9, 2021 | -4.52% Nov 16, 2021 - Dec 27, 2021 |
| #10 | -9.50% Mar 12, 2018 - Jun 4, 2018 | -4.46% Jun 2, 2026 - Aug 3, 2026 |
| #11 | -8.97% Jan 26, 2018 - Mar 9, 2018 | -3.07% Jul 12, 2021 - Jul 23, 2021 |
| #12 | -8.93% Sep 2, 2020 - Oct 12, 2020 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #13 | -8.79% Oct 13, 2020 - Nov 6, 2020 | -2.77% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -8.00% Apr 16, 2021 - Jun 22, 2021 | -2.72% Dec 11, 2025 - Dec 23, 2025 |
| #15 | -7.45% Mar 22, 2024 - May 15, 2024 | -2.50% Jul 28, 2025 - Aug 12, 2025 |
Correlation
Correlation between SPMO and DFUS is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2015 - 2026)
SPMO vs DFUS dividend yield comparison.
| Year | SPMO | DFUS |
|---|---|---|
| 2026 | 0.38% | 0.44% |
| 2025 | 0.73% | 0.88% |
| 2024 | 0.48% | 1.04% |
| 2023 | 1.63% | 1.33% |
| 2022 | 1.66% | 1.48% |
| 2021 | 0.52% | 0.85% |
| 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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