SPMO vs VHT
Comparison between INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF) and VANGUARD HEALTH CARE INDEX FUND ETF SHARES (VHT, ETF).
5-Year PerformanceSPMO has outperformed VHT, delivering a return of +20.9% compared to +5.4%
SPMO vs VHT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPMO
$21B
VHT
$21B
Expense Ratio
SPMO
0.13%
Winner
VHT
0.09%
Max Drawdown
Winner
SPMO
31.31%
VHT
40.91%
Sharpe Ratio
SPMO
1.04
Winner
VHT
1.64
5Y Beta
SPMO
1.25
Winner
VHT
0.49
P/E Ratio
Winner
SPMO
31.36
VHT
41.64
Forward P/E
Winner
SPMO
17.34
VHT
19.58
PEG Ratio
SPMO
0.17
VHT
N/A
5Y Dividends CAGR
SPMO
14.50%
Winner
VHT
14.84%
5Y EPS CAGR
Winner
SPMO
34.97%
VHT
12.29%
Debt to Equity
Winner
SPMO
24.30%
VHT
128.23%
P/S Ratio
SPMO
4.38
Winner
VHT
1.72
P/B Ratio
SPMO
7.50
Winner
VHT
4.97
SPMO vs VHT - Holdings Comparison
SPMO and VHT have 8 common holdings. Overlap is 7.02%
SPMO's top 25 holdings weight is 77.01%. VHT's top 25 holdings weight is 72.52%.
| Rank | SPMO | VHT |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 9.88% | ELI LILLY AND CO (LLY) - 14.16% |
| #2 | NVIDIA CORP (NVDA) - 8.79% | JOHNSON & JOHNSON (JNJ) - 8.87% |
| #3 | BROADCOM INC (AVGO) - 7.10% | ABBVIE INC (ABBV) - 6.54% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.59% | UNITEDHEALTH GROUP INC (UNH) - 5.55% |
| #5 | JOHNSON & JOHNSON (JNJ) - 4.41% | MERCK & CO INC (MRK) - 4.67% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 3.87% | AMGEN INC (AMGN) - 2.87% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.65% | THERMO FISHER SCIENTIFIC INC (TMO) - 2.74% |
| #8 | LAM RESEARCH CORP (LRCX) - 3.42% | ABBOTT LABORATORIES (ABT) - 2.32% |
| #9 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.90% | GILEAD SCIENCES INC (GILD) - 2.31% |
| #10 | INTEL CORP (INTC) - 2.61% | INTUITIVE SURGICAL INC (ISRG) - 2.08% |
| #11 | CATERPILLAR INC (CAT) - 2.59% | PFIZER INC (PFE) - 2.01% |
| #12 | APPLIED MATERIALS INC (AMAT) - 2.11% | CVS HEALTH CORP (CVS) - 1.93% |
| #13 | CISCO SYSTEMS INC (CSCO) - 2.04% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.86% |
| #14 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.96% | DANAHER CORP (DHR) - 1.78% |
| #15 | GE AEROSPACE (GE) - 1.93% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.73% |
| #16 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.79% | STRYKER CORP (SYK) - 1.60% |
| #17 | WESTERN DIGITAL CORP (WDC) - 1.73% | MEDTRONIC PLC (MDT) - 1.48% |
| #18 | RTX CORP (RTX) - 1.73% | MCKESSON CORP (MCK) - 1.36% |
| #19 | AMPHENOL CORP CLASS A (APH) - 1.51% | ELEVANCE HEALTH INC (ELV) - 1.22% |
| #20 | THE GOLDMAN SACHS GROUP INC (GS) - 1.48% | THE CIGNA GROUP (CI) - 1.07% |
| #21 | n/a (PLTR) - 1.41% | REGENERON PHARMACEUTICALS INC (REGN) - 0.95% |
| #22 | GE VERNOVA INC (GEV) - 1.40% | BOSTON SCIENTIFIC CORP (BSX) - 0.93% |
| #23 | KLA CORP (KLAC) - 1.40% | HCA HEALTHCARE INC (HCA) - 0.90% |
| #24 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.38% | CARDINAL HEALTH INC (CAH) - 0.82% |
| #25 | COCA-COLA CO (KO) - 1.33% | EDWARDS LIFESCIENCES CORP (EW) - 0.77% |
| Total Holdings | 102 | 429 |
SPMO vs VHT - Historical Returns
Returns include dividend reinvestment.
1M
SPMO
+0.18%
Winner
VHT
+0.59%
3M
SPMO
+7.62%
Winner
VHT
+15.53%
6M
Winner
SPMO
+25.45%
VHT
+7.95%
1Y
SPMO
+29.69%
Winner
VHT
+32.79%
5Y(CAGR)
Winner
SPMO
+20.86%
VHT
+5.42%
10Y(CAGR)
Winner
SPMO
+20.05%
VHT
+10.24%
Max(CAGR)
Winner
SPMO
+19.34%
VHT
+10.00%
SPMO vs VHT - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | SPMO | VHT |
|---|---|---|
| 2026 | +25.63% | +8.86% |
| 2025 | +25.85% | +15.30% |
| 2024 | +47.17% | +1.10% |
| 2023 | +19.46% | +2.93% |
| 2022 | -10.46% | -5.01% |
| 2021 | +24.36% | +21.18% |
| 2020 | +27.55% | +18.07% |
| 2019 | +25.67% | +23.51% |
| 2018 | -1.19% | +4.28% |
| 2017 | +28.51% | +21.75% |
| 2016 | +7.37% | -1.27% |
| 2015 | +2.79% | +6.87% |
| 2014 | N/A | +26.12% |
| 2013 | N/A | +39.74% |
| 2012 | N/A | +17.63% |
| 2011 | N/A | +9.53% |
| 2010 | N/A | +4.15% |
| 2009 | N/A | +19.81% |
| 2008 | N/A | -22.72% |
| 2007 | N/A | +7.86% |
| 2006 | N/A | +5.56% |
| 2005 | N/A | +9.70% |
| 2004 | N/A | +0.73% |
SPMO vs VHT Drawdown Comparison
The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The maximum drawdown for VHT was -39.10%, occurring on Mar 5, 2009. Recovery took 813 trading sessions.
The current SPMO drawdown is -7.40%. The current VHT drawdown is -0.35%.
| Rank | SPMO | VHT |
|---|---|---|
| #1 | -30.93% Feb 19, 2020 - Jul 8, 2020 | -39.10% Dec 10, 2007 - Mar 3, 2011 |
| #2 | -23.38% Oct 1, 2018 - Jun 19, 2019 | -28.86% Feb 19, 2020 - Jun 8, 2020 |
| #3 | -22.75% Jan 4, 2022 - Dec 13, 2023 | -20.26% Jul 20, 2015 - Jun 1, 2017 |
| #4 | -20.13% Feb 13, 2025 - May 13, 2025 | -18.31% May 18, 2011 - Feb 1, 2012 |
| #5 | -15.64% Jun 22, 2026 - Jul 29, 2026 | -17.71% Dec 30, 2021 - Feb 6, 2024 |
| #6 | -13.16% Jul 10, 2024 - Oct 4, 2024 | -16.97% Oct 1, 2018 - Nov 8, 2019 |
| #7 | -12.70% Oct 29, 2025 - Apr 13, 2026 | -16.90% Aug 30, 2024 - Nov 12, 2025 |
| #8 | -11.03% Nov 25, 2015 - Jul 25, 2016 | -13.77% Apr 22, 2004 - Apr 29, 2005 |
| #9 | -10.67% Feb 12, 2021 - Apr 9, 2021 | -12.07% Jan 26, 2018 - Aug 2, 2018 |
| #10 | -9.50% Mar 12, 2018 - Jun 4, 2018 | -10.40% Jan 7, 2026 - Jun 26, 2026 |
| #11 | -8.97% Jan 26, 2018 - Mar 9, 2018 | -9.69% Mar 22, 2006 - Sep 12, 2006 |
| #12 | -8.93% Sep 2, 2020 - Oct 12, 2020 | -8.44% Mar 4, 2014 - Jun 20, 2014 |
| #13 | -8.79% Oct 13, 2020 - Nov 6, 2020 | -8.00% Sep 2, 2021 - Dec 23, 2021 |
| #14 | -8.00% Apr 16, 2021 - Jun 22, 2021 | -7.85% Feb 12, 2021 - Apr 15, 2021 |
| #15 | -7.45% Mar 22, 2024 - May 15, 2024 | -7.70% Feb 11, 2004 - Apr 22, 2004 |
Correlation
Correlation between SPMO and VHT is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2004 - 2026)
SPMO vs VHT dividend yield comparison.
| Year | SPMO | VHT |
|---|---|---|
| 2026 | 0.38% | 0.63% |
| 2025 | 0.73% | 1.61% |
| 2024 | 0.48% | 1.53% |
| 2023 | 1.63% | 1.36% |
| 2022 | 1.66% | 1.33% |
| 2021 | 0.52% | 1.14% |
| 2020 | 1.27% | 1.21% |
| 2019 | 1.39% | 1.89% |
| 2018 | 1.05% | 1.38% |
| 2017 | 0.77% | 1.31% |
| 2016 | 1.94% | 1.45% |
| 2015 | 0.36% | 1.22% |
| 2014 | 0.00% | 1.02% |
| 2013 | 0.00% | 1.12% |
| 2012 | 0.00% | 1.67% |
| 2011 | 0.00% | 1.71% |
| 2010 | 0.00% | 1.74% |
| 2009 | 0.00% | 2.74% |
| 2008 | 0.00% | 1.65% |
| 2007 | 0.00% | 1.35% |
| 2006 | 0.00% | 1.08% |
| 2005 | 0.00% | 0.72% |
| 2004 | 0.00% | 0.26% |
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