SPMO vs IWV
Comparison between INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF) and ISHARES RUSSELL 3000 ETF (IWV, ETF).
5-Year PerformanceSPMO has outperformed IWV, delivering a return of +23.5% compared to +12.1%
SPMO vs IWV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPMO
$20B
IWV
$20B
Expense Ratio
Winner
SPMO
0.13%
IWV
0.20%
Max Drawdown
Winner
SPMO
31.31%
IWV
56.66%
Sharpe Ratio
Winner
SPMO
1.77
IWV
1.52
5Y Beta
SPMO
1.22
Winner
IWV
0.98
P/E Ratio
SPMO
34.66
Winner
IWV
25.20
Forward P/E
SPMO
21.59
Winner
IWV
19.43
PEG Ratio
SPMO
0.32
IWV
N/A
5Y Dividends CAGR
Winner
SPMO
9.86%
IWV
8.98%
5Y EPS CAGR
Winner
SPMO
32.57%
IWV
23.72%
Debt to Equity
Winner
SPMO
27.76%
IWV
29.75%
P/S Ratio
SPMO
4.38
Winner
IWV
3.03
P/B Ratio
SPMO
7.76
Winner
IWV
4.52
SPMO vs IWV - Holdings Comparison
SPMO and IWV have 94 common holdings. Overlap is 24.79%
SPMO's top 25 holdings weight is 77.05%. IWV's top 25 holdings weight is 44.15%.
| Rank | SPMO | IWV |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 10.31% | NVIDIA CORP (NVDA) - 6.90% |
| #2 | NVIDIA CORP (NVDA) - 8.40% | MICROSOFT CORP (MSFT) - 6.51% |
| #3 | BROADCOM INC (AVGO) - 6.60% | APPLE INC (AAPL) - 4.91% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.71% | AMAZON.COM INC (AMZN) - 3.33% |
| #5 | JOHNSON & JOHNSON (JNJ) - 4.27% | META PLATFORMS INC CLASS A (META) - 2.78% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 3.80% | BROADCOM INC (AVGO) - 2.25% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.75% | ALPHABET INC CLASS A (GOOGL) - 1.86% |
| #8 | LAM RESEARCH CORP (LRCX) - 3.74% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #9 | EXXON MOBIL CORP (XOM) - 3.01% | TESLA INC (TSLA) - 1.43% |
| #10 | INTEL CORP (INTC) - 2.88% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #11 | CATERPILLAR INC (CAT) - 2.66% | JPMORGAN CHASE & CO (JPM) - 1.34% |
| #12 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.49% | ELI LILLY AND CO (LLY) - 1.01% |
| #13 | CISCO SYSTEMS INC (CSCO) - 2.08% | VISA INC CLASS A (V) - 0.95% |
| #14 | APPLIED MATERIALS INC (AMAT) - 2.05% | NETFLIX INC (NFLX) - 0.81% |
| #15 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.83% | MASTERCARD INC CLASS A (MA) - 0.76% |
| #16 | WESTERN DIGITAL CORP (WDC) - 1.71% | EXXON MOBIL CORP (XOM) - 0.76% |
| #17 | GE AEROSPACE (GE) - 1.68% | WALMART INC (WMT) - 0.71% |
| #18 | KLA CORP (KLAC) - 1.62% | COSTCO WHOLESALE CORP (COST) - 0.70% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 1.46% | ORACLE CORP (ORCL) - 0.69% |
| #20 | RTX CORP (RTX) - 1.44% | JOHNSON & JOHNSON (JNJ) - 0.67% |
| #21 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.40% | THE HOME DEPOT INC (HD) - 0.62% |
| #22 | AMPHENOL CORP CLASS A (APH) - 1.36% | PROCTER & GAMBLE CO (PG) - 0.58% |
| #23 | COCA-COLA CO (KO) - 1.34% | n/a (PLTR) - 0.58% |
| #24 | GE VERNOVA INC (GEV) - 1.25% | ABBVIE INC (ABBV) - 0.57% |
| #25 | n/a (PLTR) - 1.21% | BANK OF AMERICA CORP (BAC) - 0.52% |
| Total Holdings | 102 | 2126 |
SPMO vs IWV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPMO
+5.56%
IWV
+0.96%
3M
Winner
SPMO
+30.50%
IWV
+11.80%
6M
Winner
SPMO
+28.70%
IWV
+9.38%
1Y
Winner
SPMO
+43.46%
IWV
+24.22%
5Y(CAGR)
Winner
SPMO
+23.48%
IWV
+12.07%
10Y(CAGR)
Winner
SPMO
+20.75%
IWV
+14.83%
Max(CAGR)
Winner
SPMO
+19.83%
IWV
+8.57%
SPMO vs IWV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | SPMO | IWV |
|---|---|---|
| 2026 | +27.77% | +9.02% |
| 2025 | +25.85% | +17.14% |
| 2024 | +47.17% | +24.28% |
| 2023 | +19.46% | +26.44% |
| 2022 | -10.46% | -19.74% |
| 2021 | +24.36% | +27.22% |
| 2020 | +27.55% | +19.60% |
| 2019 | +25.67% | +30.62% |
| 2018 | -1.19% | -6.12% |
| 2017 | +28.51% | +20.12% |
| 2016 | +7.37% | +14.48% |
| 2015 | +2.79% | +0.42% |
| 2014 | N/A | +13.32% |
| 2013 | N/A | +29.90% |
| 2012 | N/A | +14.80% |
| 2011 | N/A | -0.33% |
| 2010 | N/A | +14.92% |
| 2009 | N/A | +24.80% |
| 2008 | N/A | -36.46% |
| 2007 | N/A | +4.73% |
| 2006 | N/A | +13.92% |
| 2005 | N/A | +7.10% |
| 2004 | N/A | +12.09% |
| 2003 | N/A | +26.49% |
| 2002 | N/A | -22.00% |
| 2001 | N/A | -8.37% |
| 2000 | N/A | -3.32% |
SPMO vs IWV Drawdown Comparison
The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The maximum drawdown for IWV was -55.60%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.
The current SPMO drawdown is -1.68%. The current IWV drawdown is -2.09%.
| Rank | SPMO | IWV |
|---|---|---|
| #1 | -30.93% Feb 19, 2020 - Jul 8, 2020 | -55.60% Oct 9, 2007 - Mar 15, 2012 |
| #2 | -23.38% Oct 1, 2018 - Jun 19, 2019 | -47.64% Sep 1, 2000 - Sep 26, 2006 |
| #3 | -22.75% Jan 4, 2022 - Dec 13, 2023 | -35.22% Feb 19, 2020 - Aug 12, 2020 |
| #4 | -20.13% Feb 13, 2025 - May 13, 2025 | -25.11% Dec 27, 2021 - Dec 18, 2023 |
| #5 | -13.16% Jul 10, 2024 - Oct 4, 2024 | -20.13% Sep 20, 2018 - Apr 23, 2019 |
| #6 | -12.70% Oct 29, 2025 - Apr 13, 2026 | -19.27% Feb 19, 2025 - Jun 27, 2025 |
| #7 | -11.03% Nov 25, 2015 - Jul 25, 2016 | -15.16% Jun 23, 2015 - Jun 8, 2016 |
| #8 | -10.67% Feb 12, 2021 - Apr 9, 2021 | -9.97% Mar 26, 2012 - Aug 16, 2012 |
| #9 | -9.50% Mar 12, 2018 - Jun 4, 2018 | -9.87% Jan 26, 2018 - Jul 25, 2018 |
| #10 | -8.97% Jan 26, 2018 - Mar 9, 2018 | -9.80% Jul 19, 2007 - Oct 5, 2007 |
| #11 | -8.93% Sep 2, 2020 - Oct 12, 2020 | -9.29% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -8.79% Oct 13, 2020 - Nov 6, 2020 | -8.89% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.00% Apr 16, 2021 - Jun 22, 2021 | -8.39% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.45% Mar 22, 2024 - May 15, 2024 | -7.58% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.36% Jun 3, 2026 - Jun 10, 2026 | -7.55% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SPMO and IWV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2000 - 2026)
SPMO vs IWV dividend yield comparison.
| Year | SPMO | IWV |
|---|---|---|
| 2026 | 0.21% | 0.18% |
| 2025 | 0.73% | 0.96% |
| 2024 | 0.48% | 1.08% |
| 2023 | 1.63% | 1.30% |
| 2022 | 1.66% | 1.56% |
| 2021 | 0.52% | 1.04% |
| 2020 | 1.27% | 1.30% |
| 2019 | 1.39% | 1.69% |
| 2018 | 1.05% | 1.97% |
| 2017 | 0.77% | 1.58% |
| 2016 | 1.94% | 1.79% |
| 2015 | 0.36% | 1.99% |
| 2014 | 0.00% | 1.63% |
| 2013 | 0.00% | 1.61% |
| 2012 | 0.00% | 1.95% |
| 2011 | 0.00% | 1.81% |
| 2010 | 0.00% | 1.59% |
| 2009 | 0.00% | 1.83% |
| 2008 | 0.00% | 2.52% |
| 2007 | 0.00% | 1.66% |
| 2006 | 0.00% | 1.43% |
| 2005 | 0.00% | 1.78% |
| 2004 | 0.00% | 1.60% |
| 2003 | 0.00% | 1.40% |
| 2002 | 0.00% | 1.76% |
| 2001 | 0.00% | 1.00% |
| 2000 | 0.00% | 0.49% |
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