SPMO vs XLC
Comparison between INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF) and STATE STREET(R) COMMUNICATION SERVICES SELECT SECTOR SPDR(R) ETF (XLC, ETF).
5-Year PerformanceSPMO has outperformed XLC, delivering a return of +21.4% compared to +7.4%
SPMO vs XLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPMO
$22B
Winner
XLC
$22B
Expense Ratio
SPMO
0.13%
Winner
XLC
0.08%
Max Drawdown
Winner
SPMO
31.31%
XLC
47.23%
Sharpe Ratio
Winner
SPMO
1.19
XLC
0.14
5Y Beta
SPMO
1.25
Winner
XLC
0.82
P/E Ratio
SPMO
33.07
Winner
XLC
18.83
Forward P/E
SPMO
18.03
Winner
XLC
16.08
PEG Ratio
Winner
SPMO
0.18
XLC
0.41
5Y Dividends CAGR
SPMO
14.50%
Winner
XLC
22.22%
5Y EPS CAGR
Winner
SPMO
34.33%
XLC
21.94%
Debt to Equity
Winner
SPMO
28.23%
XLC
38.74%
P/S Ratio
SPMO
4.49
Winner
XLC
2.24
P/B Ratio
SPMO
7.80
Winner
XLC
3.22
SPMO vs XLC - Holdings Comparison
SPMO and XLC have 6 common holdings. Overlap is 8.58%
SPMO's top 25 holdings weight is 77.33%. XLC's top 25 holdings weight is 99.95%.
| Rank | SPMO | XLC |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 10.02% | META PLATFORMS INC CLASS A (META) - 19.33% |
| #2 | NVIDIA CORP (NVDA) - 8.54% | ALPHABET INC CLASS A (GOOGL) - 10.90% |
| #3 | BROADCOM INC (AVGO) - 6.71% | ALPHABET INC CLASS C (GOOG) - 8.77% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.70% | T-MOBILE US INC (TMUS) - 4.62% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 4.26% | ELECTRONIC ARTS INC (EA) - 4.33% |
| #6 | JOHNSON & JOHNSON (JNJ) - 4.23% | WARNER BROS. DISCOVERY INC ORDINARY SHARES CLASS A (WBD) - 4.31% |
| #7 | ALPHABET INC CLASS C (GOOG) - 3.76% | NETFLIX INC (NFLX) - 4.28% |
| #8 | LAM RESEARCH CORP (LRCX) - 3.74% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 4.23% |
| #9 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.77% | THE WALT DISNEY CO (DIS) - 4.22% |
| #10 | CATERPILLAR INC (CAT) - 2.73% | AT&T INC (T) - 4.21% |
| #11 | INTEL CORP (INTC) - 2.66% | LIVE NATION ENTERTAINMENT INC (LYV) - 4.19% |
| #12 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.35% | COMCAST CORP CLASS A (CMCSA) - 4.16% |
| #13 | APPLIED MATERIALS INC (AMAT) - 2.29% | VERIZON COMMUNICATIONS INC (VZ) - 4.16% |
| #14 | CISCO SYSTEMS INC (CSCO) - 1.88% | OMNICOM GROUP INC (OMC) - 4.06% |
| #15 | GE AEROSPACE (GE) - 1.83% | ECHOSTAR CORP CLASS A (ECHO) - 2.32% |
| #16 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.78% | TKO GROUP HOLDINGS INC (TKO) - 2.06% |
| #17 | WESTERN DIGITAL CORP (WDC) - 1.71% | FOX CORP CLASS A (FOXA) - 1.97% |
| #18 | KLA CORP (KLAC) - 1.63% | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 1.93% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 1.61% | NEWS CORP CLASS A (NWSA) - 1.80% |
| #20 | RTX CORP (RTX) - 1.53% | THE TRADE DESK INC CLASS A (TTD) - 1.46% |
| #21 | GE VERNOVA INC (GEV) - 1.45% | FOX CORP CLASS B (FOX) - 1.23% |
| #22 | AMPHENOL CORP CLASS A (APH) - 1.37% | NEWS CORP CLASS B (NWS) - 0.67% |
| #23 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.32% | PARAMOUNT SKYDANCE CORP ORDINARY SHARES CLASS B (PSKY) - 0.51% |
| #24 | COCA-COLA CO (KO) - 1.27% | S&P EMINI COM SER SEP26 XCME 20260918 (n/a) - 0.16% |
| #25 | n/a (PLTR) - 1.19% | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.07% |
| Total Holdings | 102 | 26 |
SPMO vs XLC - Historical Returns
Returns include dividend reinvestment.
1M
SPMO
-7.40%
Winner
XLC
+2.97%
3M
Winner
SPMO
+18.38%
XLC
-5.84%
6M
Winner
SPMO
+27.79%
XLC
-3.45%
1Y
Winner
SPMO
+32.36%
XLC
+3.54%
5Y(CAGR)
Winner
SPMO
+21.37%
XLC
+7.36%
10Y(CAGR)
Winner
SPMO
+20.66%
XLC
+11.33%
Max(CAGR)
Winner
SPMO
+19.43%
XLC
+11.33%
SPMO vs XLC - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SPMO | XLC |
|---|---|---|
| 2026 | +25.63% | -5.33% |
| 2025 | +25.85% | +22.47% |
| 2024 | +47.17% | +35.46% |
| 2023 | +19.46% | +50.86% |
| 2022 | -10.46% | -38.06% |
| 2021 | +24.36% | +17.71% |
| 2020 | +27.55% | +25.43% |
| 2019 | +25.67% | +29.33% |
| 2018 | -1.19% | -16.87% |
| 2017 | +28.51% | N/A |
| 2016 | +7.37% | N/A |
| 2015 | +2.79% | N/A |
SPMO vs XLC Drawdown Comparison
The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The maximum drawdown for XLC was -46.65%, occurring on Nov 3, 2022. Recovery took 692 trading sessions.
The current SPMO drawdown is -7.40%. The current XLC drawdown is -7.84%.
| Rank | SPMO | XLC |
|---|---|---|
| #1 | -30.93% Feb 19, 2020 - Jul 8, 2020 | -46.65% Sep 1, 2021 - Jun 4, 2024 |
| #2 | -23.38% Oct 1, 2018 - Jun 19, 2019 | -30.15% Feb 19, 2020 - Jul 10, 2020 |
| #3 | -22.75% Jan 4, 2022 - Dec 13, 2023 | -24.32% Jul 25, 2018 - Jul 26, 2019 |
| #4 | -20.13% Feb 13, 2025 - May 13, 2025 | -17.97% Feb 14, 2025 - Jun 24, 2025 |
| #5 | -13.16% Jul 10, 2024 - Oct 4, 2024 | -11.56% Jan 30, 2026 - Jun 25, 2026 |
| #6 | -12.70% Oct 29, 2025 - Apr 13, 2026 | -11.32% Sep 2, 2020 - Nov 24, 2020 |
| #7 | -11.03% Nov 25, 2015 - Jul 25, 2016 | -7.58% Sep 19, 2025 - Jan 29, 2026 |
| #8 | -10.99% Jun 22, 2026 - Jul 17, 2026 | -7.39% Jul 26, 2019 - Nov 15, 2019 |
| #9 | -10.67% Feb 12, 2021 - Apr 9, 2021 | -6.41% Jul 10, 2024 - Sep 19, 2024 |
| #10 | -9.50% Mar 12, 2018 - Jun 4, 2018 | -6.25% Dec 12, 2024 - Jan 30, 2025 |
| #11 | -8.97% Jan 26, 2018 - Mar 9, 2018 | -5.14% Apr 29, 2021 - Jun 4, 2021 |
| #12 | -8.93% Sep 2, 2020 - Oct 12, 2020 | -4.89% Jan 17, 2020 - Feb 12, 2020 |
| #13 | -8.79% Oct 13, 2020 - Nov 6, 2020 | -4.77% Mar 22, 2021 - Apr 5, 2021 |
| #14 | -8.00% Apr 16, 2021 - Jun 22, 2021 | -4.70% Jan 26, 2021 - Feb 4, 2021 |
| #15 | -7.45% Mar 22, 2024 - May 15, 2024 | -3.57% Jan 8, 2021 - Jan 20, 2021 |
Correlation
Correlation between SPMO and XLC is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2015 - 2026)
SPMO vs XLC dividend yield comparison.
| Year | SPMO | XLC |
|---|---|---|
| 2026 | 0.38% | 0.58% |
| 2025 | 0.73% | 1.13% |
| 2024 | 0.48% | 0.99% |
| 2023 | 1.63% | 0.82% |
| 2022 | 1.66% | 1.10% |
| 2021 | 0.52% | 0.74% |
| 2020 | 1.27% | 0.68% |
| 2019 | 1.39% | 0.82% |
| 2018 | 1.05% | 0.64% |
| 2017 | 0.77% | 0.00% |
| 2016 | 1.94% | 0.00% |
| 2015 | 0.36% | 0.00% |
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