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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 +23.1% compared to +13.2%

SPMO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPMO
$20B
Winner
SPY
$784B
Expense Ratio
SPMO
0.13%
Winner
SPY
0.09%
Max Drawdown
Winner
SPMO
31.31%
SPY
56.47%
Sharpe Ratio
Winner
SPMO
1.76
SPY
1.54
5Y Beta
SPMO
1.23
Winner
SPY
1.00
P/E Ratio
SPMO
38.60
Winner
SPY
27.62
Forward P/E
SPMO
23.41
Winner
SPY
21.11
PEG Ratio
SPMO
0.35
SPY
N/A
5Y Dividends CAGR
Winner
SPMO
14.50%
SPY
6.00%
5Y EPS CAGR
Winner
SPMO
33.26%
SPY
25.30%
Debt to Equity
Winner
SPMO
28.81%
SPY
31.11%
P/S Ratio
SPMO
4.84
Winner
SPY
3.49
P/B Ratio
SPMO
8.51
Winner
SPY
5.30

SPMO vs SPY - Holdings Comparison

SPMO and SPY have 100 common holdings. Overlap is 37.74%

SPMO's top 25 holdings weight is 78.51%. SPY's top 25 holdings weight is 51.24%.

RankSPMOSPY
#1
MICRON TECHNOLOGY INC (MU) - 11.78%
NVIDIA CORP (NVDA) - 7.81%
#2
NVIDIA CORP (NVDA) - 7.94%
APPLE INC (AAPL) - 6.81%
#3
BROADCOM INC (AVGO) - 6.56%
MICROSOFT CORP (MSFT) - 4.53%
#4
ALPHABET INC CLASS A (GOOGL) - 4.38%
AMAZON.COM INC (AMZN) - 3.72%
#5
LAM RESEARCH CORP (LRCX) - 4.07%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
ADVANCED MICRO DEVICES INC (AMD) - 4.05%
BROADCOM INC (AVGO) - 2.77%
#7
JOHNSON & JOHNSON (JNJ) - 3.67%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
ALPHABET INC CLASS C (GOOG) - 3.50%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
INTEL CORP (INTC) - 3.24%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
SANDISK CORP ORDINARY SHARES (SNDK) - 2.98%
TESLA INC (TSLA) - 1.76%
#11
CATERPILLAR INC (CAT) - 2.75%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
EXXON MOBIL CORP (XOM) - 2.48%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
WESTERN DIGITAL CORP (WDC) - 2.33%
ELI LILLY AND CO (LLY) - 1.38%
#14
APPLIED MATERIALS INC (AMAT) - 2.29%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.15%
EXXON MOBIL CORP (XOM) - 0.92%
#16
CISCO SYSTEMS INC (CSCO) - 1.88%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
KLA CORP (KLAC) - 1.76%
VISA INC CLASS A (V) - 0.87%
#18
GE AEROSPACE (GE) - 1.70%
INTEL CORP (INTC) - 0.85%
#19
THE GOLDMAN SACHS GROUP INC (GS) - 1.43%
WALMART INC (WMT) - 0.82%
#20
GE VERNOVA INC (GEV) - 1.43%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
RTX CORP (RTX) - 1.36%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
AMPHENOL CORP CLASS A (APH) - 1.35%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
PHILIP MORRIS INTERNATIONAL INC (PM) - 1.22%
CATERPILLAR INC (CAT) - 0.68%
#24
COCA-COLA CO (KO) - 1.14%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
n/a (PLTR) - 1.07%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings102505

SPMO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPMO
+6.65%
SPY
-1.37%
3M
Winner
SPMO
+34.96%
SPY
+12.22%
6M
Winner
SPMO
+28.13%
SPY
+7.20%
1Y
Winner
SPMO
+43.54%
SPY
+23.58%
5Y(CAGR)
Winner
SPMO
+23.09%
SPY
+13.19%
10Y(CAGR)
Winner
SPMO
+20.99%
SPY
+15.12%
Max(CAGR)
Winner
SPMO
+19.93%
SPY
+8.44%

SPMO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSPMOSPY
2026+29.53%+7.95%
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%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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.

The current SPMO drawdown is -4.53%. The current SPY drawdown is -3.18%.

RankSPMOSPY
#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
#15-7.36%
Jun 3, 2026 - Jun 15, 2026		-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.

YearSPMOSPY
20260.37%0.50%
20250.73%1.07%
20240.48%1.21%
20231.63%1.40%
20221.66%1.65%
20210.52%1.20%
20201.27%1.52%
20191.39%1.75%
20181.05%2.04%
20170.77%1.80%
20161.94%2.03%
20150.36%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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