SPMO vs SCHO

Comparison between INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF) and SCHWAB SHORT-TERM U.S. TREASURY ETF (SCHO, ETF).

5-Year PerformanceSPMO has outperformed SCHO, delivering a return of +22.3% compared to +1.8%

SPMO vs SCHO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPMO(ETF)	SCHO(ETF)
Net Assets	$12B	$13B
Expense Ratio	0.13%	0.03%
Max Drawdown	31.31%	7.87%
Sharpe Ratio	2.17	-0.13
5Y Beta	1.20	-0.02
P/E Ratio	33.90	N/A
Forward P/E	20.93	N/A
PEG Ratio	0.28	N/A
5Y Dividends CAGR	9.86%	33.03%
5Y EPS CAGR	32.58%	N/A
Debt to Equity	27.75%	N/A
P/S Ratio	3.87	N/A
P/B Ratio	7.05	N/A

Net Assets

SPMO

$12B

Winner

SCHO

$13B

Expense Ratio

SPMO

0.13%

Winner

SCHO

0.03%

Max Drawdown

SPMO

31.31%

Winner

SCHO

7.87%

Sharpe Ratio

Winner

SPMO

2.17

SCHO

-0.13

5Y Beta

SPMO

1.20

Winner

SCHO

-0.02

P/E Ratio

SPMO

33.90

SCHO

N/A

Forward P/E

SPMO

20.93

SCHO

N/A

PEG Ratio

SPMO

0.28

SCHO

N/A

5Y Dividends CAGR

SPMO

9.86%

Winner

SCHO

33.03%

5Y EPS CAGR

SPMO

32.58%

SCHO

N/A

Debt to Equity

SPMO

27.75%

SCHO

N/A

P/S Ratio

SPMO

3.87

SCHO

N/A

P/B Ratio

SPMO

7.05

SCHO

N/A

SPMO vs SCHO - Historical Returns

Returns include dividend reinvestment.

Period	SPMO	SCHO
1 month	+18.50%	+0.23%
3 months	+18.70%	+0.25%
6 months	+21.96%	+1.18%
1 year	+47.28%	+3.70%
5 years(CAGR)	+22.29%	+1.84%
10 years(CAGR)	+20.22%	+1.72%
Max(CAGR)	+19.37%	+1.35%

Winner

SPMO

+18.50%

SCHO

+0.23%

Winner

SPMO

+18.70%

SCHO

+0.25%

Winner

SPMO

+21.96%

SCHO

+1.18%

Winner

SPMO

+47.28%

SCHO

+3.70%

5Y(CAGR)

Winner

SPMO

+22.29%

SCHO

+1.84%

10Y(CAGR)

Winner

SPMO

+20.22%

SCHO

+1.72%

Max(CAGR)

Winner

SPMO

+19.37%

SCHO

+1.35%

SPMO vs SCHO - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SPMO	SCHO
2026	+20.51%	+0.61%
2025	+25.85%	+5.14%
2024	+47.17%	+3.78%
2023	+19.46%	+4.20%
2022	-10.46%	-3.76%
2021	+24.36%	-0.66%
2020	+27.55%	+3.11%
2019	+25.67%	+3.49%
2018	-1.19%	+1.36%
2017	+28.51%	+0.35%
2016	+7.37%	+0.68%
2015	+2.79%	+0.43%
2014	N/A	+0.61%
2013	N/A	+0.35%
2012	N/A	+0.31%
2011	N/A	+1.43%
2010	N/A	+0.15%

SPMO vs SCHO Drawdown Comparison

The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.

The maximum drawdown for SCHO was -5.69%, occurring on Oct 20, 2022. Recovery took 700 trading sessions.

The current SCHO drawdown is -0.12%.

Rank	SPMO	SCHO
#1	-30.93% Feb 19, 2020 - Jul 8, 2020	-5.69% Aug 3, 2021 - May 15, 2024
#2	-23.38% Oct 1, 2018 - Jun 19, 2019	-1.07% Sep 7, 2017 - Nov 19, 2018
#3	-22.75% Jan 4, 2022 - Dec 13, 2023	-0.98% Sep 24, 2024 - Jan 24, 2025
#4	-20.13% Feb 13, 2025 - May 13, 2025	-0.94% Jul 5, 2016 - Aug 1, 2017
#5	-13.16% Jul 10, 2024 - Oct 4, 2024	-0.86% Feb 27, 2026 - Mar 26, 2026
#6	-12.70% Oct 29, 2025 - Apr 13, 2026	-0.78% Nov 1, 2010 - Apr 29, 2011
#7	-11.03% Nov 25, 2015 - Jul 25, 2016	-0.70% Oct 14, 2015 - Feb 2, 2016
#8	-10.67% Feb 12, 2021 - Apr 9, 2021	-0.69% Sep 4, 2019 - Oct 3, 2019
#9	-9.50% Mar 12, 2018 - Jun 4, 2018	-0.64% Apr 30, 2025 - Jun 20, 2025
#10	-8.97% Jan 26, 2018 - Mar 9, 2018	-0.53% Oct 15, 2014 - Jan 14, 2015
#11	-8.93% Sep 2, 2020 - Oct 12, 2020	-0.48% Feb 11, 2016 - Apr 5, 2016
#12	-8.79% Oct 13, 2020 - Nov 6, 2020	-0.45% Apr 4, 2025 - Apr 21, 2025
#13	-8.00% Apr 16, 2021 - Jun 22, 2021	-0.45% Feb 2, 2015 - Apr 1, 2015
#14	-7.45% Mar 22, 2024 - May 15, 2024	-0.45% Jan 30, 2012 - May 11, 2012
#15	-5.91% Jul 15, 2019 - Dec 16, 2019	-0.42% May 1, 2013 - Sep 25, 2013

Correlation

Correlation between SPMO and SCHO is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2010 - 2026)

SPMO vs SCHO dividend yield comparison.

Year	SPMO	SCHO
2026	0.22%	1.27%
2025	0.73%	4.06%
2024	0.48%	4.29%
2023	1.63%	3.76%
2022	1.66%	1.34%
2021	0.52%	0.42%
2020	1.27%	1.28%
2019	1.39%	2.27%
2018	1.05%	1.60%
2017	0.77%	1.12%
2016	1.94%	0.82%
2015	0.36%	0.68%
2014	0.00%	0.47%
2013	0.00%	0.29%
2012	0.00%	0.29%
2011	0.00%	0.41%
2010	0.00%	0.13%