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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 +20.8% compared to +13.2%

SPMO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPMO
$22B
Winner
SPY
$781B
Expense Ratio
SPMO
0.13%
Winner
SPY
0.09%
Max Drawdown
Winner
SPMO
31.31%
SPY
56.47%
Sharpe Ratio
SPMO
1.09
Winner
SPY
1.43
5Y Beta
SPMO
1.25
Winner
SPY
1.00
P/E Ratio
SPMO
31.53
Winner
SPY
26.48
Forward P/E
Winner
SPMO
17.10
SPY
20.89
PEG Ratio
Winner
SPMO
0.16
SPY
0.30
5Y Dividends CAGR
Winner
SPMO
14.50%
SPY
6.00%
5Y EPS CAGR
Winner
SPMO
35.17%
SPY
26.40%
Debt to Equity
Winner
SPMO
24.26%
SPY
48.17%
P/S Ratio
SPMO
4.49
Winner
SPY
3.72
P/B Ratio
SPMO
7.56
Winner
SPY
5.55

SPMO vs SPY - Holdings Comparison

SPMO and SPY have 100 common holdings. Overlap is 36.76%

SPMO's top 25 holdings weight is 77.42%. SPY's top 25 holdings weight is 51.49%.

RankSPMOSPY
#1
MICRON TECHNOLOGY INC (MU) - 10.62%
NVIDIA CORP (NVDA) - 7.76%
#2
NVIDIA CORP (NVDA) - 8.51%
APPLE INC (AAPL) - 7.44%
#3
BROADCOM INC (AVGO) - 6.75%
MICROSOFT CORP (MSFT) - 4.56%
#4
ADVANCED MICRO DEVICES INC (AMD) - 4.44%
AMAZON.COM INC (AMZN) - 3.74%
#5
JOHNSON & JOHNSON (JNJ) - 4.38%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
ALPHABET INC CLASS A (GOOGL) - 4.34%
BROADCOM INC (AVGO) - 2.83%
#7
LAM RESEARCH CORP (LRCX) - 3.56%
ALPHABET INC CLASS C (GOOG) - 2.53%
#8
ALPHABET INC CLASS C (GOOG) - 3.47%
META PLATFORMS INC CLASS A (META) - 2.18%
#9
EXXONMOBIL HOLDINGS CORP (XOM) - 2.96%
MICRON TECHNOLOGY INC (MU) - 1.69%
#10
INTEL CORP (INTC) - 2.65%
TESLA INC (TSLA) - 1.65%
#11
CATERPILLAR INC (CAT) - 2.65%
ELI LILLY AND CO (LLY) - 1.44%
#12
SANDISK CORP ORDINARY SHARES (SNDK) - 2.33%
JPMORGAN CHASE & CO (JPM) - 1.43%
#13
APPLIED MATERIALS INC (AMAT) - 2.19%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39%
#14
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.95%
ADVANCED MICRO DEVICES INC (AMD) - 1.37%
#15
CISCO SYSTEMS INC (CSCO) - 1.89%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.97%
#16
WESTERN DIGITAL CORP (WDC) - 1.86%
JOHNSON & JOHNSON (JNJ) - 0.93%
#17
GE AEROSPACE (GE) - 1.73%
VISA INC CLASS A (V) - 0.91%
#18
KLA CORP (KLAC) - 1.56%
INTEL CORP (INTC) - 0.77%
#19
THE GOLDMAN SACHS GROUP INC (GS) - 1.53%
WALMART INC (WMT) - 0.75%
#20
RTX CORP (RTX) - 1.52%
ABBVIE INC (ABBV) - 0.70%
#21
PHILIP MORRIS INTERNATIONAL INC (PM) - 1.42%
APPLIED MATERIALS INC (AMAT) - 0.69%
#22
AMPHENOL CORP CLASS A (APH) - 1.38%
CISCO SYSTEMS INC (CSCO) - 0.68%
#23
GE VERNOVA INC (GEV) - 1.36%
MASTERCARD INC CLASS A (MA) - 0.67%
#24
COCA-COLA CO (KO) - 1.26%
COSTCO WHOLESALE CORP (COST) - 0.64%
#25
n/a (PLTR) - 1.11%
CATERPILLAR INC (CAT) - 0.63%
Total Holdings102505

SPMO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SPMO
-2.54%
Winner
SPY
+2.30%
3M
Winner
SPMO
+5.46%
SPY
+5.00%
6M
Winner
SPMO
+24.95%
SPY
+11.88%
1Y
Winner
SPMO
+29.17%
SPY
+22.80%
5Y(CAGR)
Winner
SPMO
+20.78%
SPY
+13.20%
10Y(CAGR)
Winner
SPMO
+20.00%
SPY
+15.26%
Max(CAGR)
Winner
SPMO
+19.30%
SPY
+8.59%

SPMO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSPMOSPY
2026+25.13%+13.10%
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 -7.77%. The current SPY drawdown is -0.36%.

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
#5-15.64%
Jun 22, 2026 - Jul 29, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.16%
Jul 10, 2024 - Oct 4, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-12.70%
Oct 29, 2025 - Apr 13, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.03%
Nov 25, 2015 - Jul 25, 2016		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.67%
Feb 12, 2021 - Apr 9, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.50%
Mar 12, 2018 - Jun 4, 2018		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.97%
Jan 26, 2018 - Mar 9, 2018		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.93%
Sep 2, 2020 - Oct 12, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.79%
Oct 13, 2020 - Nov 6, 2020		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.00%
Apr 16, 2021 - Jun 22, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.45%
Mar 22, 2024 - May 15, 2024		-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
20260.38%0.48%
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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