SPMO vs SDY
Comparison between INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF) and STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF (SDY, ETF).
5-Year PerformanceSPMO has outperformed SDY, delivering a return of +21.4% compared to +7.5%
SPMO vs SDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPMO
$22B
SDY
$21B
Expense Ratio
Winner
SPMO
0.13%
SDY
0.35%
Max Drawdown
Winner
SPMO
31.31%
SDY
58.57%
Sharpe Ratio
Winner
SPMO
1.19
SDY
0.91
5Y Beta
SPMO
1.25
Winner
SDY
0.45
P/E Ratio
SPMO
33.07
Winner
SDY
21.25
Forward P/E
SPMO
18.03
Winner
SDY
17.52
PEG Ratio
SPMO
0.18
Winner
SDY
0.10
5Y Dividends CAGR
Winner
SPMO
14.50%
SDY
7.50%
5Y EPS CAGR
Winner
SPMO
34.33%
SDY
7.40%
Debt to Equity
Winner
SPMO
28.23%
SDY
55.42%
P/S Ratio
SPMO
4.49
Winner
SDY
1.92
P/B Ratio
SPMO
7.80
Winner
SDY
3.18
SPMO vs SDY - Holdings Comparison
SPMO and SDY have 20 common holdings. Overlap is 7.93%
SPMO's top 25 holdings weight is 77.33%. SDY's top 25 holdings weight is 36.60%.
| Rank | SPMO | SDY |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 10.02% | VERIZON COMMUNICATIONS INC (VZ) - 2.14% |
| #2 | NVIDIA CORP (NVDA) - 8.54% | REALTY INCOME CORP (O) - 2.13% |
| #3 | BROADCOM INC (AVGO) - 6.71% | KIMBERLY-CLARK CORP (KMB) - 1.75% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.70% | KENVUE INC (KVUE) - 1.75% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 4.26% | ABBVIE INC (ABBV) - 1.62% |
| #6 | JOHNSON & JOHNSON (JNJ) - 4.23% | QUALCOMM INC (QCOM) - 1.56% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.76% | TEXAS INSTRUMENTS INC (TXN) - 1.55% |
| #8 | LAM RESEARCH CORP (LRCX) - 3.74% | TARGET CORP (TGT) - 1.54% |
| #9 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.77% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.53% |
| #10 | CATERPILLAR INC (CAT) - 2.73% | EDISON INTERNATIONAL (EIX) - 1.44% |
| #11 | INTEL CORP (INTC) - 2.66% | SYSCO CORP (SYY) - 1.41% |
| #12 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.35% | WEC ENERGY GROUP INC (WEC) - 1.40% |
| #13 | APPLIED MATERIALS INC (AMAT) - 2.29% | EVERSOURCE ENERGY (ES) - 1.35% |
| #14 | CISCO SYSTEMS INC (CSCO) - 1.88% | PEPSICO INC (PEP) - 1.33% |
| #15 | GE AEROSPACE (GE) - 1.83% | SOUTHERN CO (SO) - 1.33% |
| #16 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.78% | CONSOLIDATED EDISON INC (ED) - 1.33% |
| #17 | WESTERN DIGITAL CORP (WDC) - 1.71% | MICROCHIP TECHNOLOGY INC (MCHP) - 1.32% |
| #18 | KLA CORP (KLAC) - 1.63% | MEDTRONIC PLC (MDT) - 1.30% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 1.61% | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.30% |
| #20 | RTX CORP (RTX) - 1.53% | CHEVRON CORP (CVX) - 1.27% |
| #21 | GE VERNOVA INC (GEV) - 1.45% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.27% |
| #22 | AMPHENOL CORP CLASS A (APH) - 1.37% | XCEL ENERGY INC (XEL) - 1.26% |
| #23 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.32% | COCA-COLA CO (KO) - 1.26% |
| #24 | COCA-COLA CO (KO) - 1.27% | PROCTER & GAMBLE CO (PG) - 1.25% |
| #25 | n/a (PLTR) - 1.19% | PPG INDUSTRIES INC (PPG) - 1.21% |
| Total Holdings | 102 | 158 |
SPMO vs SDY - Historical Returns
Returns include dividend reinvestment.
1M
SPMO
-7.40%
Winner
SDY
+2.88%
3M
Winner
SPMO
+18.38%
SDY
+4.47%
6M
Winner
SPMO
+27.79%
SDY
+5.77%
1Y
Winner
SPMO
+32.36%
SDY
+13.92%
5Y(CAGR)
Winner
SPMO
+21.37%
SDY
+7.50%
10Y(CAGR)
Winner
SPMO
+20.66%
SDY
+9.23%
Max(CAGR)
Winner
SPMO
+19.43%
SDY
+9.01%
SPMO vs SDY - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPMO | SDY |
|---|---|---|
| 2026 | +25.63% | +11.08% |
| 2025 | +25.85% | +8.85% |
| 2024 | +47.17% | +8.00% |
| 2023 | +19.46% | +2.35% |
| 2022 | -10.46% | -0.44% |
| 2021 | +24.36% | +27.12% |
| 2020 | +27.55% | +2.06% |
| 2019 | +25.67% | +24.12% |
| 2018 | -1.19% | -2.82% |
| 2017 | +28.51% | +15.46% |
| 2016 | +7.37% | +21.95% |
| 2015 | +2.79% | -0.69% |
| 2014 | N/A | +15.05% |
| 2013 | N/A | +27.23% |
| 2012 | N/A | +10.85% |
| 2011 | N/A | +6.44% |
| 2010 | N/A | +14.94% |
| 2009 | N/A | +16.62% |
| 2008 | N/A | -21.76% |
| 2007 | N/A | -7.06% |
| 2006 | N/A | +16.23% |
| 2005 | N/A | +1.10% |
SPMO vs SDY Drawdown Comparison
The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The maximum drawdown for SDY was -54.78%, occurring on Mar 9, 2009. Recovery took 985 trading sessions.
The current SPMO drawdown is -7.40%. The current SDY drawdown is -1.39%.
| Rank | SPMO | SDY |
|---|---|---|
| #1 | -30.93% Feb 19, 2020 - Jul 8, 2020 | -54.78% Jun 1, 2007 - Apr 28, 2011 |
| #2 | -23.38% Oct 1, 2018 - Jun 19, 2019 | -36.66% Feb 14, 2020 - Nov 24, 2020 |
| #3 | -22.75% Jan 4, 2022 - Dec 13, 2023 | -16.06% Jul 7, 2011 - Dec 27, 2011 |
| #4 | -20.13% Feb 13, 2025 - May 13, 2025 | -15.21% Aug 16, 2022 - Dec 2, 2022 |
| #5 | -13.16% Jul 10, 2024 - Oct 4, 2024 | -15.02% Feb 2, 2023 - Mar 12, 2024 |
| #6 | -12.70% Oct 29, 2025 - Apr 13, 2026 | -14.40% Nov 29, 2024 - Aug 13, 2025 |
| #7 | -11.03% Nov 25, 2015 - Jul 25, 2016 | -14.22% Sep 21, 2018 - Feb 19, 2019 |
| #8 | -10.99% Jun 22, 2026 - Jul 17, 2026 | -13.20% Apr 20, 2022 - Aug 15, 2022 |
| #9 | -10.67% Feb 12, 2021 - Apr 9, 2021 | -10.85% Dec 29, 2014 - Nov 2, 2015 |
| #10 | -9.50% Mar 12, 2018 - Jun 4, 2018 | -9.42% Jan 26, 2018 - Aug 6, 2018 |
| #11 | -8.97% Jan 26, 2018 - Mar 9, 2018 | -9.33% Nov 3, 2015 - Mar 1, 2016 |
| #12 | -8.93% Sep 2, 2020 - Oct 12, 2020 | -7.67% Feb 27, 2026 - Jul 2, 2026 |
| #13 | -8.79% Oct 13, 2020 - Nov 6, 2020 | -6.96% Jan 7, 2022 - Mar 29, 2022 |
| #14 | -8.00% Apr 16, 2021 - Jun 22, 2021 | -6.93% May 21, 2013 - Jul 18, 2013 |
| #15 | -7.45% Mar 22, 2024 - May 15, 2024 | -6.87% May 10, 2021 - Nov 3, 2021 |
Correlation
Correlation between SPMO and SDY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2005 - 2026)
SPMO vs SDY dividend yield comparison.
| Year | SPMO | SDY |
|---|---|---|
| 2026 | 0.38% | 1.20% |
| 2025 | 0.73% | 2.61% |
| 2024 | 0.48% | 2.56% |
| 2023 | 1.63% | 2.64% |
| 2022 | 1.66% | 2.55% |
| 2021 | 0.52% | 2.63% |
| 2020 | 1.27% | 2.85% |
| 2019 | 1.39% | 2.45% |
| 2018 | 1.05% | 2.73% |
| 2017 | 0.77% | 4.69% |
| 2016 | 1.94% | 3.30% |
| 2015 | 0.36% | 6.20% |
| 2014 | 0.00% | 4.74% |
| 2013 | 0.00% | 3.95% |
| 2012 | 0.00% | 3.28% |
| 2011 | 0.00% | 3.23% |
| 2010 | 0.00% | 3.35% |
| 2009 | 0.00% | 3.75% |
| 2008 | 0.00% | 5.44% |
| 2007 | 0.00% | 5.03% |
| 2006 | 0.00% | 2.86% |
| 2005 | 0.00% | 0.57% |
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