SPMO vs IWO
Comparison between INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF) and ISHARES RUSSELL 2000 GROWTH ETF (IWO, ETF).
5-Year PerformanceSPMO has outperformed IWO, delivering a return of +22.3% compared to +5.0%
SPMO vs IWO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPMO
$12B
IWO
$12B
Expense Ratio
Winner
SPMO
0.13%
IWO
0.24%
Max Drawdown
Winner
SPMO
31.31%
IWO
60.31%
Sharpe Ratio
Winner
SPMO
2.17
IWO
1.65
5Y Beta
Winner
SPMO
1.20
IWO
1.20
P/E Ratio
Winner
SPMO
33.90
IWO
100.91
Forward P/E
SPMO
20.93
Winner
IWO
18.63
PEG Ratio
SPMO
0.28
IWO
N/A
5Y Dividends CAGR
Winner
SPMO
9.86%
IWO
8.29%
5Y EPS CAGR
SPMO
32.58%
IWO
N/A
Debt to Equity
SPMO
27.75%
IWO
N/A
P/S Ratio
SPMO
3.87
Winner
IWO
2.27
P/B Ratio
SPMO
7.05
Winner
IWO
4.45
SPMO vs IWO - Holdings Comparison
SPMO and IWO have 1 common holdings. Overlap is 0.00%
SPMO's top 25 holdings weight is 74.52%. IWO's top 25 holdings weight is 20.10%.
| Rank | SPMO | IWO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.88% | BLOOM ENERGY CORP CLASS A (BE) - 3.02% |
| #2 | BROADCOM INC (AVGO) - 7.85% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.72% |
| #3 | MICRON TECHNOLOGY INC (MU) - 6.45% | FABRINET (FN) - 1.46% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.12% | RAMBUS INC (RMBS) - 0.90% |
| #5 | JOHNSON & JOHNSON (JNJ) - 4.51% | STERLING INFRASTRUCTURE INC (STRL) - 0.89% |
| #6 | ALPHABET INC CLASS C (GOOG) - 4.08% | IONQ INC CLASS A (IONQ) - 0.89% |
| #7 | EXXON MOBIL CORP (XOM) - 3.33% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.86% |
| #8 | LAM RESEARCH CORP (LRCX) - 3.23% | NEXTPOWER INC CLASS A (NXT) - 0.84% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 3.00% | MODINE MANUFACTURING CO (MOD) - 0.76% |
| #10 | CATERPILLAR INC (CAT) - 2.81% | SITIME CORP ORDINARY SHARES (SITM) - 0.73% |
| #11 | INTEL CORP (INTC) - 2.52% | DYCOM INDUSTRIES INC (DY) - 0.72% |
| #12 | APPLIED MATERIALS INC (AMAT) - 1.74% | BRIDGEBIO PHARMA INC (BBIO) - 0.70% |
| #13 | GE VERNOVA INC (GEV) - 1.73% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.67% |
| #14 | CISCO SYSTEMS INC (CSCO) - 1.69% | GUARDANT HEALTH INC (GH) - 0.65% |
| #15 | GE AEROSPACE (GE) - 1.69% | ENSIGN GROUP INC (ENSG) - 0.63% |
| #16 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.68% | SPX TECHNOLOGIES INC (SPXC) - 0.63% |
| #17 | RTX CORP (RTX) - 1.58% | VIAVI SOLUTIONS INC (VIAV) - 0.61% |
| #18 | WESTERN DIGITAL CORP (WDC) - 1.51% | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.59% |
| #19 | KLA CORP (KLAC) - 1.51% | PLANET LABS PBC CLASS A (PL) - 0.57% |
| #20 | THE GOLDMAN SACHS GROUP INC (GS) - 1.49% | COEUR MINING INC (CDE) - 0.57% |
| #21 | AMPHENOL CORP CLASS A (APH) - 1.45% | VARONIS SYSTEMS INC (VRNS) - 0.34% |
| #22 | n/a (PLTR) - 1.45% | CENTRUS ENERGY CORP CLASS A (LEU) - 0.34% |
| #23 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.43% | UPSTART HOLDINGS INC ORDINARY SHARES (UPST) - 0.34% |
| #24 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.40% | PROTAGONIST THERAPEUTICS INC (PTGX) - 0.34% |
| #25 | COCA-COLA CO (KO) - 1.39% | RIGETTI COMPUTING INC (RGTI) - 0.33% |
| Total Holdings | 102 | 1012 |
SPMO vs IWO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPMO
+18.50%
IWO
+11.46%
3M
Winner
SPMO
+18.70%
IWO
+7.68%
6M
Winner
SPMO
+21.96%
IWO
+15.23%
1Y
Winner
SPMO
+47.28%
IWO
+41.27%
5Y(CAGR)
Winner
SPMO
+22.29%
IWO
+5.01%
10Y(CAGR)
Winner
SPMO
+20.22%
IWO
+11.59%
Max(CAGR)
Winner
SPMO
+19.37%
IWO
+7.04%
SPMO vs IWO - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SPMO | IWO |
|---|---|---|
| 2026 | +20.51% | +12.83% |
| 2025 | +25.85% | +12.52% |
| 2024 | +47.17% | +16.13% |
| 2023 | +19.46% | +19.56% |
| 2022 | -10.46% | -27.17% |
| 2021 | +24.36% | +4.06% |
| 2020 | +27.55% | +34.46% |
| 2019 | +25.67% | +28.07% |
| 2018 | -1.19% | -10.30% |
| 2017 | +28.51% | +21.71% |
| 2016 | +7.37% | +14.71% |
| 2015 | +2.79% | -0.66% |
| 2014 | N/A | +6.99% |
| 2013 | N/A | +39.28% |
| 2012 | N/A | +13.33% |
| 2011 | N/A | -4.60% |
| 2010 | N/A | +26.19% |
| 2009 | N/A | +31.85% |
| 2008 | N/A | -37.46% |
| 2007 | N/A | +6.76% |
| 2006 | N/A | +10.89% |
| 2005 | N/A | +5.59% |
| 2004 | N/A | +13.00% |
| 2003 | N/A | +44.40% |
| 2002 | N/A | -30.51% |
| 2001 | N/A | -4.63% |
| 2000 | N/A | -14.94% |
SPMO vs IWO Drawdown Comparison
The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The maximum drawdown for IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1624 trading sessions.
The current IWO drawdown is -1.38%.
| Rank | SPMO | IWO |
|---|---|---|
| #1 | -30.93% Feb 19, 2020 - Jul 8, 2020 | -60.11% Sep 1, 2000 - Feb 22, 2007 |
| #2 | -23.38% Oct 1, 2018 - Jun 19, 2019 | -57.62% Oct 10, 2007 - Dec 21, 2010 |
| #3 | -22.75% Jan 4, 2022 - Dec 13, 2023 | -42.02% Feb 9, 2021 - Oct 6, 2025 |
| #4 | -20.13% Feb 13, 2025 - May 13, 2025 | -39.81% Feb 19, 2020 - Aug 7, 2020 |
| #5 | -13.16% Jul 10, 2024 - Oct 4, 2024 | -29.23% Apr 29, 2011 - Sep 14, 2012 |
| #6 | -12.70% Oct 29, 2025 - Apr 13, 2026 | -28.80% Aug 31, 2018 - Jan 14, 2020 |
| #7 | -11.03% Nov 25, 2015 - Jul 25, 2016 | -28.69% Jun 23, 2015 - Dec 8, 2016 |
| #8 | -10.67% Feb 12, 2021 - Apr 9, 2021 | -14.87% Jan 22, 2026 - Apr 17, 2026 |
| #9 | -9.50% Mar 12, 2018 - Jun 4, 2018 | -14.44% Mar 4, 2014 - Dec 22, 2014 |
| #10 | -8.97% Jan 26, 2018 - Mar 9, 2018 | -10.85% Sep 14, 2012 - Jan 2, 2013 |
| #11 | -8.93% Sep 2, 2020 - Oct 12, 2020 | -10.26% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.79% Oct 13, 2020 - Nov 6, 2020 | -10.24% Oct 15, 2025 - Dec 11, 2025 |
| #13 | -8.00% Apr 16, 2021 - Jun 22, 2021 | -9.04% Jan 26, 2018 - Mar 9, 2018 |
| #14 | -7.45% Mar 22, 2024 - May 15, 2024 | -8.73% Feb 22, 2007 - Apr 16, 2007 |
| #15 | -5.91% Jul 15, 2019 - Dec 16, 2019 | -7.76% Sep 2, 2020 - Oct 5, 2020 |
Correlation
Correlation between SPMO and IWO is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2000 - 2026)
SPMO vs IWO dividend yield comparison.
| Year | SPMO | IWO |
|---|---|---|
| 2026 | 0.22% | 0.03% |
| 2025 | 0.73% | 0.56% |
| 2024 | 0.48% | 0.80% |
| 2023 | 1.63% | 0.73% |
| 2022 | 1.66% | 0.73% |
| 2021 | 0.52% | 0.32% |
| 2020 | 1.27% | 0.44% |
| 2019 | 1.39% | 0.71% |
| 2018 | 1.05% | 0.76% |
| 2017 | 0.77% | 0.73% |
| 2016 | 1.94% | 0.97% |
| 2015 | 0.36% | 0.89% |
| 2014 | 0.00% | 0.73% |
| 2013 | 0.00% | 0.72% |
| 2012 | 0.00% | 1.46% |
| 2011 | 0.00% | 0.68% |
| 2010 | 0.00% | 0.66% |
| 2009 | 0.00% | 0.50% |
| 2008 | 0.00% | 1.10% |
| 2007 | 0.00% | 0.59% |
| 2006 | 0.00% | 0.32% |
| 2005 | 0.00% | 0.47% |
| 2004 | 0.00% | 0.24% |
| 2003 | 0.00% | 0.34% |
| 2002 | 0.00% | 0.43% |
| 2001 | 0.00% | 0.19% |
| 2000 | 0.00% | 0.09% |
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