SPMO vs SPY
Comparison between INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPMO has outperformed SPY, delivering a return of +22.3% compared to +13.3%
SPMO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPMO
$12B
Winner
SPY
$652B
Expense Ratio
SPMO
0.13%
Winner
SPY
0.09%
Max Drawdown
Winner
SPMO
31.31%
SPY
56.47%
Sharpe Ratio
Winner
SPMO
2.17
SPY
2.07
5Y Beta
SPMO
1.20
Winner
SPY
1.00
P/E Ratio
SPMO
33.90
Winner
SPY
28.24
Forward P/E
Winner
SPMO
20.93
SPY
21.85
PEG Ratio
SPMO
0.28
SPY
N/A
5Y Dividends CAGR
Winner
SPMO
9.86%
SPY
5.43%
5Y EPS CAGR
Winner
SPMO
32.58%
SPY
25.79%
Debt to Equity
SPMO
27.75%
Winner
SPY
22.35%
P/S Ratio
SPMO
3.87
Winner
SPY
3.55
P/B Ratio
SPMO
7.05
Winner
SPY
5.29
SPMO vs SPY - Holdings Comparison
SPMO and SPY have 100 common holdings. Overlap is 36.10%
SPMO's top 25 holdings weight is 74.52%. SPY's top 25 holdings weight is 51.32%.
| Rank | SPMO | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.88% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | BROADCOM INC (AVGO) - 7.85% | APPLE INC (AAPL) - 6.48% |
| #3 | MICRON TECHNOLOGY INC (MU) - 6.45% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 5.12% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | JOHNSON & JOHNSON (JNJ) - 4.51% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | ALPHABET INC CLASS C (GOOG) - 4.08% | BROADCOM INC (AVGO) - 3.09% |
| #7 | EXXON MOBIL CORP (XOM) - 3.33% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | LAM RESEARCH CORP (LRCX) - 3.23% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 3.00% | TESLA INC (TSLA) - 1.73% |
| #10 | CATERPILLAR INC (CAT) - 2.81% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | INTEL CORP (INTC) - 2.52% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | APPLIED MATERIALS INC (AMAT) - 1.74% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | GE VERNOVA INC (GEV) - 1.73% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | CISCO SYSTEMS INC (CSCO) - 1.69% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | GE AEROSPACE (GE) - 1.69% | WALMART INC (WMT) - 0.91% |
| #16 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.68% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | RTX CORP (RTX) - 1.58% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | WESTERN DIGITAL CORP (WDC) - 1.51% | VISA INC CLASS A (V) - 0.85% |
| #19 | KLA CORP (KLAC) - 1.51% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | THE GOLDMAN SACHS GROUP INC (GS) - 1.49% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | AMPHENOL CORP CLASS A (APH) - 1.45% | INTEL CORP (INTC) - 0.65% |
| #22 | n/a (PLTR) - 1.45% | NETFLIX INC (NFLX) - 0.64% |
| #23 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.43% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.40% | CHEVRON CORP (CVX) - 0.58% |
| #25 | COCA-COLA CO (KO) - 1.39% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 102 | 505 |
SPMO vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPMO
+18.50%
SPY
+9.11%
3M
Winner
SPMO
+18.70%
SPY
+6.59%
6M
Winner
SPMO
+21.96%
SPY
+10.56%
1Y
Winner
SPMO
+47.28%
SPY
+32.04%
5Y(CAGR)
Winner
SPMO
+22.29%
SPY
+13.35%
10Y(CAGR)
Winner
SPMO
+20.22%
SPY
+15.49%
Max(CAGR)
Winner
SPMO
+19.37%
SPY
+8.50%
SPMO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPMO | SPY |
|---|---|---|
| 2026 | +20.51% | +8.27% |
| 2025 | +25.85% | +18.00% |
| 2024 | +47.17% | +25.59% |
| 2023 | +19.46% | +26.72% |
| 2022 | -10.46% | -18.64% |
| 2021 | +24.36% | +30.52% |
| 2020 | +27.55% | +17.28% |
| 2019 | +25.67% | +31.09% |
| 2018 | -1.19% | -5.24% |
| 2017 | +28.51% | +20.78% |
| 2016 | +7.37% | +13.59% |
| 2015 | +2.79% | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SPMO vs SPY Drawdown Comparison
The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | SPMO | SPY |
|---|---|---|
| #1 | -30.93% Feb 19, 2020 - Jul 8, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -23.38% Oct 1, 2018 - Jun 19, 2019 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -22.75% Jan 4, 2022 - Dec 13, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -20.13% Feb 13, 2025 - May 13, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -13.16% Jul 10, 2024 - Oct 4, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -12.70% Oct 29, 2025 - Apr 13, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -11.03% Nov 25, 2015 - Jul 25, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -10.67% Feb 12, 2021 - Apr 9, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.50% Mar 12, 2018 - Jun 4, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -8.97% Jan 26, 2018 - Mar 9, 2018 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.93% Sep 2, 2020 - Oct 12, 2020 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.79% Oct 13, 2020 - Nov 6, 2020 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.00% Apr 16, 2021 - Jun 22, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.45% Mar 22, 2024 - May 15, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.91% Jul 15, 2019 - Dec 16, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SPMO and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
SPMO vs SPY dividend yield comparison.
| Year | SPMO | SPY |
|---|---|---|
| 2026 | 0.22% | 0.24% |
| 2025 | 0.73% | 1.07% |
| 2024 | 0.48% | 1.21% |
| 2023 | 1.63% | 1.40% |
| 2022 | 1.66% | 1.65% |
| 2021 | 0.52% | 1.20% |
| 2020 | 1.27% | 1.52% |
| 2019 | 1.39% | 1.75% |
| 2018 | 1.05% | 2.04% |
| 2017 | 0.77% | 1.80% |
| 2016 | 1.94% | 2.03% |
| 2015 | 0.36% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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