SPMO vs IWP
Comparison between INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF) and ISHARES RUSSELL MID-CAP GROWTH ETF (IWP, ETF).
5-Year PerformanceSPMO has outperformed IWP, delivering a return of +23.5% compared to +5.8%
SPMO vs IWP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPMO
$20B
Winner
IWP
$21B
Expense Ratio
Winner
SPMO
0.13%
IWP
0.23%
Max Drawdown
Winner
SPMO
31.31%
IWP
57.34%
Sharpe Ratio
Winner
SPMO
1.77
IWP
0.12
5Y Beta
SPMO
1.22
Winner
IWP
1.15
P/E Ratio
Winner
SPMO
34.66
IWP
41.46
Forward P/E
Winner
SPMO
21.59
IWP
24.62
PEG Ratio
SPMO
0.32
IWP
N/A
5Y Dividends CAGR
Winner
SPMO
9.86%
IWP
7.77%
5Y EPS CAGR
Winner
SPMO
32.57%
IWP
19.30%
Debt to Equity
Winner
SPMO
27.76%
IWP
116.18%
P/S Ratio
SPMO
4.38
Winner
IWP
2.32
P/B Ratio
Winner
SPMO
7.76
IWP
9.83
SPMO vs IWP - Holdings Comparison
SPMO and IWP have 21 common holdings. Overlap is 4.24%
SPMO's top 25 holdings weight is 77.05%. IWP's top 25 holdings weight is 46.06%.
| Rank | SPMO | IWP |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 10.31% | VERTIV HOLDINGS CO CLASS A (VRT) - 4.09% |
| #2 | NVIDIA CORP (NVDA) - 8.40% | HOWMET AEROSPACE INC (HWM) - 3.23% |
| #3 | BROADCOM INC (AVGO) - 6.60% | CLOUDFLARE INC (NET) - 2.75% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.71% | DATADOG INC CLASS A (DDOG) - 2.70% |
| #5 | JOHNSON & JOHNSON (JNJ) - 4.27% | QUANTA SERVICES INC (PWR) - 2.59% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 3.80% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.44% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.75% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.42% |
| #8 | LAM RESEARCH CORP (LRCX) - 3.74% | ROYAL CARIBBEAN GROUP (RCL) - 2.36% |
| #9 | EXXON MOBIL CORP (XOM) - 3.01% | COMFORT SYSTEMS USA INC (FIX) - 2.11% |
| #10 | INTEL CORP (INTC) - 2.88% | ROCKET LAB CORP (RKLB) - 1.94% |
| #11 | CATERPILLAR INC (CAT) - 2.66% | TARGA RESOURCES CORP (TRGP) - 1.80% |
| #12 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.49% | VISTRA CORP (VST) - 1.72% |
| #13 | CISCO SYSTEMS INC (CSCO) - 2.08% | CENCORA INC (COR) - 1.56% |
| #14 | APPLIED MATERIALS INC (AMAT) - 2.05% | W.W. GRAINGER INC (GWW) - 1.52% |
| #15 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.83% | ASTERA LABS INC (ALAB) - 1.48% |
| #16 | WESTERN DIGITAL CORP (WDC) - 1.71% | CARVANA CO CLASS A (CVNA) - 1.43% |
| #17 | GE AEROSPACE (GE) - 1.68% | IDEXX LABORATORIES INC (IDXX) - 1.41% |
| #18 | KLA CORP (KLAC) - 1.62% | FASTENAL CO (FAST) - 1.36% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 1.46% | AXON ENTERPRISE INC (AXON) - 1.19% |
| #20 | RTX CORP (RTX) - 1.44% | AMERIPRISE FINANCIAL INC (AMP) - 1.19% |
| #21 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.40% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 1.17% |
| #22 | AMPHENOL CORP CLASS A (APH) - 1.36% | DEXCOM INC (DXCM) - 0.92% |
| #23 | COCA-COLA CO (KO) - 1.34% | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 0.90% |
| #24 | GE VERNOVA INC (GEV) - 1.25% | NATERA INC (NTRA) - 0.90% |
| #25 | n/a (PLTR) - 1.21% | NRG ENERGY INC (NRG) - 0.88% |
| Total Holdings | 102 | 277 |
SPMO vs IWP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPMO
+5.56%
IWP
+3.04%
3M
Winner
SPMO
+30.50%
IWP
+8.45%
6M
Winner
SPMO
+28.70%
IWP
+1.29%
1Y
Winner
SPMO
+43.46%
IWP
+4.54%
5Y(CAGR)
Winner
SPMO
+23.48%
IWP
+5.82%
10Y(CAGR)
Winner
SPMO
+20.75%
IWP
+12.45%
Max(CAGR)
Winner
SPMO
+19.83%
IWP
+9.26%
SPMO vs IWP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SPMO | IWP |
|---|---|---|
| 2026 | +27.77% | +1.92% |
| 2025 | +25.85% | +7.84% |
| 2024 | +47.17% | +23.83% |
| 2023 | +19.46% | +26.60% |
| 2022 | -10.46% | -26.14% |
| 2021 | +24.36% | +14.23% |
| 2020 | +27.55% | +33.86% |
| 2019 | +25.67% | +35.72% |
| 2018 | -1.19% | -5.68% |
| 2017 | +28.51% | +24.12% |
| 2016 | +7.37% | +8.86% |
| 2015 | +2.79% | -0.33% |
| 2014 | N/A | +12.77% |
| 2013 | N/A | +32.21% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | -2.97% |
| 2010 | N/A | +24.30% |
| 2009 | N/A | +40.22% |
| 2008 | N/A | -43.79% |
| 2007 | N/A | +11.28% |
| 2006 | N/A | +8.69% |
| 2005 | N/A | +13.54% |
| 2004 | N/A | +15.71% |
| 2003 | N/A | +37.61% |
| 2002 | N/A | -27.76% |
| 2001 | N/A | -2.79% |
SPMO vs IWP Drawdown Comparison
The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The maximum drawdown for IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 824 trading sessions.
The current SPMO drawdown is -1.68%. The current IWP drawdown is -2.95%.
| Rank | SPMO | IWP |
|---|---|---|
| #1 | -30.93% Feb 19, 2020 - Jul 8, 2020 | -56.92% Oct 9, 2007 - Jan 14, 2011 |
| #2 | -23.38% Oct 1, 2018 - Jun 19, 2019 | -39.72% Aug 1, 2001 - Dec 1, 2003 |
| #3 | -22.75% Jan 4, 2022 - Dec 13, 2023 | -38.62% Nov 16, 2021 - Oct 11, 2024 |
| #4 | -20.13% Feb 13, 2025 - May 13, 2025 | -35.87% Feb 19, 2020 - Jul 8, 2020 |
| #5 | -13.16% Jul 10, 2024 - Oct 4, 2024 | -25.20% Feb 18, 2025 - Jul 3, 2025 |
| #6 | -12.70% Oct 29, 2025 - Apr 13, 2026 | -25.03% Jul 7, 2011 - Mar 26, 2012 |
| #7 | -11.03% Nov 25, 2015 - Jul 25, 2016 | -22.49% Sep 14, 2018 - Mar 21, 2019 |
| #8 | -10.67% Feb 12, 2021 - Apr 9, 2021 | -20.26% Apr 23, 2015 - Aug 23, 2016 |
| #9 | -9.50% Mar 12, 2018 - Jun 4, 2018 | -14.79% Oct 27, 2025 - Mar 30, 2026 |
| #10 | -8.97% Jan 26, 2018 - Mar 9, 2018 | -14.14% Apr 5, 2004 - Nov 11, 2004 |
| #11 | -8.93% Sep 2, 2020 - Oct 12, 2020 | -13.73% May 8, 2006 - Nov 15, 2006 |
| #12 | -8.79% Oct 13, 2020 - Nov 6, 2020 | -13.49% Feb 12, 2021 - Jun 24, 2021 |
| #13 | -8.00% Apr 16, 2021 - Jun 22, 2021 | -11.47% Jul 19, 2007 - Oct 5, 2007 |
| #14 | -7.45% Mar 22, 2024 - May 15, 2024 | -11.32% Apr 2, 2012 - Sep 13, 2012 |
| #15 | -7.36% Jun 3, 2026 - Jun 10, 2026 | -10.16% Sep 5, 2014 - Nov 6, 2014 |
Correlation
Correlation between SPMO and IWP is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2001 - 2026)
SPMO vs IWP dividend yield comparison.
| Year | SPMO | IWP |
|---|---|---|
| 2026 | 0.21% | 0.04% |
| 2025 | 0.73% | 0.37% |
| 2024 | 0.48% | 0.40% |
| 2023 | 1.63% | 0.54% |
| 2022 | 1.66% | 0.77% |
| 2021 | 0.52% | 0.30% |
| 2020 | 1.27% | 0.38% |
| 2019 | 1.39% | 0.60% |
| 2018 | 1.05% | 1.02% |
| 2017 | 0.77% | 0.78% |
| 2016 | 1.94% | 1.16% |
| 2015 | 0.36% | 0.98% |
| 2014 | 0.00% | 1.03% |
| 2013 | 0.00% | 0.80% |
| 2012 | 0.00% | 1.32% |
| 2011 | 0.00% | 0.93% |
| 2010 | 0.00% | 0.85% |
| 2009 | 0.00% | 0.87% |
| 2008 | 0.00% | 1.26% |
| 2007 | 0.00% | 0.63% |
| 2006 | 0.00% | 0.70% |
| 2005 | 0.00% | 0.47% |
| 2004 | 0.00% | 0.28% |
| 2003 | 0.00% | 0.18% |
| 2002 | 0.00% | 0.13% |
| 2001 | 0.00% | 0.03% |
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