SPVM vs AIEQ
Comparison between INVESCO S&P 500 VALUE WITH MOMENTUM ETF (SPVM, ETF) and AI Powered Equity ETF (AIEQ, ETF).
SPVM vs AIEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPVM
$120M
AIEQ
$119M
Expense Ratio
Winner
SPVM
0.39%
AIEQ
0.75%
Max Drawdown
SPVM
45.84%
Winner
AIEQ
24.19%
Sharpe Ratio
Winner
SPVM
2.01
AIEQ
1.25
5Y Beta
Winner
SPVM
0.70
AIEQ
1.13
P/E Ratio
Winner
SPVM
16.47
AIEQ
31.54
Forward P/E
Winner
SPVM
12.62
AIEQ
21.25
PEG Ratio
SPVM
0.37
AIEQ
N/A
5Y Dividends CAGR
SPVM
10.47%
AIEQ
N/A
5Y EPS CAGR
SPVM
8.22%
Winner
AIEQ
29.30%
Debt to Equity
Winner
SPVM
33.11%
AIEQ
39.09%
P/S Ratio
Winner
SPVM
0.93
AIEQ
3.13
P/B Ratio
Winner
SPVM
1.83
AIEQ
4.68
SPVM vs AIEQ - Holdings Comparison
SPVM and AIEQ have 31 common holdings. Overlap is 10.73%
SPVM's top 25 holdings weight is 38.44%. AIEQ's top 25 holdings weight is 57.97%.
| Rank | SPVM | AIEQ |
|---|---|---|
| #1 | BUNGE GLOBAL SA (BG) - 2.61% | NVIDIA CORP (NVDA) - 8.78% |
| #2 | FORD MOTOR CO (F) - 2.29% | APPLE INC (AAPL) - 5.42% |
| #3 | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.14% | MICROSOFT CORP (MSFT) - 4.83% |
| #4 | GENERAL MOTORS CO (GM) - 1.88% | AMAZON.COM INC (AMZN) - 3.17% |
| #5 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.74% | BROADCOM INC (AVGO) - 3.16% |
| #6 | VERIZON COMMUNICATIONS INC (VZ) - 1.63% | ALPHABET INC CLASS A (GOOGL) - 3.15% |
| #7 | FRANKLIN RESOURCES INC (BEN) - 1.56% | QUALCOMM INC (QCOM) - 3.11% |
| #8 | MARATHON PETROLEUM CORP (MPC) - 1.53% | ALPHABET INC CLASS C (GOOG) - 2.78% |
| #9 | VALERO ENERGY CORP (VLO) - 1.52% | META PLATFORMS INC CLASS A (META) - 2.17% |
| #10 | CVS HEALTH CORP (CVS) - 1.51% | MICRON TECHNOLOGY INC (MU) - 2.05% |
| #11 | PHILLIPS 66 (PSX) - 1.48% | JPMORGAN CHASE & CO (JPM) - 1.93% |
| #12 | ALLSTATE CORP (ALL) - 1.45% | AFLAC INC (AFL) - 1.85% |
| #13 | UNITED AIRLINES HOLDINGS INC (UAL) - 1.44% | BOEING CO (BA) - 1.68% |
| #14 | THE KROGER CO (KR) - 1.39% | CHUBB LTD (CB) - 1.65% |
| #15 | CITIGROUP INC (C) - 1.39% | THE KRAFT HEINZ CO (KHC) - 1.41% |
| #16 | STATE STREET CORP (STT) - 1.33% | PARKER HANNIFIN CORP (PH) - 1.29% |
| #17 | GLOBE LIFE INC (GL) - 1.33% | THE WALT DISNEY CO (DIS) - 1.16% |
| #18 | AT&T INC (T) - 1.33% | MORGAN STANLEY (MS) - 1.14% |
| #19 | METLIFE INC (MET) - 1.30% | PROCTER & GAMBLE CO (PG) - 1.12% |
| #20 | n/a (DELL) - 1.29% | EQT CORP (EQT) - 1.06% |
| #21 | CITIZENS FINANCIAL GROUP INC (CFG) - 1.28% | CARVANA CO CLASS A (CVNA) - 1.03% |
| #22 | ASSURANT INC (AIZ) - 1.27% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.03% |
| #23 | LOEWS CORP (L) - 1.26% | ARCH CAPITAL GROUP LTD (ACGL) - 1.01% |
| #24 | INVESCO LTD (IVZ) - 1.25% | DUPONT DE NEMOURS INC (DD) - 1.01% |
| #25 | TRUIST FINANCIAL CORP (TFC) - 1.24% | JOHNSON & JOHNSON (JNJ) - 0.98% |
| Total Holdings | 103 | 162 |
SPVM vs AIEQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPVM
+3.42%
AIEQ
+2.17%
3M
SPVM
+4.40%
Winner
AIEQ
+8.01%
6M
Winner
SPVM
+11.31%
AIEQ
+8.49%
1Y
Winner
SPVM
+30.51%
AIEQ
+21.54%
5Y(CAGR)
SPVM
+10.25%
AIEQ
N/A
10Y(CAGR)
SPVM
+11.95%
AIEQ
N/A
Max(CAGR)
SPVM
+11.70%
Winner
AIEQ
+15.78%
SPVM vs AIEQ - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SPVM | AIEQ |
|---|---|---|
| 2026 | +8.40% | +8.51% |
| 2025 | +20.83% | +13.97% |
| 2024 | +14.64% | +14.21% |
| 2023 | +6.81% | N/A |
| 2022 | -3.10% | N/A |
| 2021 | +30.60% | N/A |
| 2020 | -3.42% | N/A |
| 2019 | +28.98% | N/A |
| 2018 | -8.78% | N/A |
| 2017 | +13.67% | N/A |
| 2016 | +25.92% | N/A |
| 2015 | -4.77% | N/A |
| 2014 | +11.59% | N/A |
| 2013 | +30.94% | N/A |
| 2012 | +16.63% | N/A |
| 2011 | -3.07% | N/A |
SPVM vs AIEQ Drawdown Comparison
The maximum drawdown for SPVM was -45.33%, occurring on Mar 23, 2020. Recovery took 236 trading sessions.
The maximum drawdown for AIEQ was -24.19%, occurring on Apr 8, 2025. Recovery took 92 trading sessions.
The current SPVM drawdown is -0.26%. The current AIEQ drawdown is -2.51%.
| Rank | SPVM | AIEQ |
|---|---|---|
| #1 | -45.33% Feb 12, 2020 - Jan 20, 2021 | -24.19% Feb 18, 2025 - Jul 1, 2025 |
| #2 | -20.52% Jul 7, 2011 - Mar 13, 2012 | -13.27% Jul 16, 2024 - Oct 14, 2024 |
| #3 | -19.50% Apr 20, 2022 - Mar 7, 2024 | -9.11% Feb 11, 2026 - Apr 15, 2026 |
| #4 | -18.67% Nov 29, 2024 - Jul 23, 2025 | -8.41% Mar 28, 2024 - Jul 2, 2024 |
| #5 | -17.51% Jan 26, 2018 - Apr 16, 2019 | -6.89% Oct 28, 2025 - Feb 11, 2026 |
| #6 | -16.13% Dec 23, 2014 - Jul 12, 2016 | -5.41% Dec 4, 2024 - Jan 23, 2025 |
| #7 | -13.40% Mar 26, 2012 - Sep 7, 2012 | -3.57% Feb 15, 2024 - Mar 21, 2024 |
| #8 | -9.46% Jul 26, 2019 - Oct 28, 2019 | -3.16% Feb 12, 2024 - Feb 15, 2024 |
| #9 | -8.43% Sep 19, 2014 - Nov 6, 2014 | -2.94% Jul 25, 2025 - Aug 13, 2025 |
| #10 | -7.70% May 10, 2021 - Aug 11, 2021 | -2.87% Jan 29, 2024 - Feb 8, 2024 |
| #11 | -7.54% Feb 9, 2022 - Mar 24, 2022 | -2.73% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -7.39% Oct 17, 2012 - Dec 18, 2012 | -2.68% Oct 8, 2025 - Oct 21, 2025 |
| #13 | -7.25% Jul 30, 2024 - Aug 29, 2024 | -2.51% Jun 1, 2026 - Jun 5, 2026 |
| #14 | -6.90% Jan 14, 2022 - Feb 9, 2022 | -2.48% Jan 23, 2025 - Feb 13, 2025 |
| #15 | -6.59% Nov 16, 2021 - Jan 3, 2022 | -2.34% May 14, 2026 - May 26, 2026 |
Correlation
Correlation between SPVM and AIEQ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2011 - 2026)
SPVM vs AIEQ dividend yield comparison.
| Year | SPVM | AIEQ |
|---|---|---|
| 2026 | 0.50% | 0.00% |
| 2025 | 2.02% | 0.43% |
| 2024 | 1.91% | 0.65% |
| 2023 | 2.45% | 0.00% |
| 2022 | 2.33% | 0.00% |
| 2021 | 1.41% | 0.00% |
| 2020 | 2.11% | 0.00% |
| 2019 | 2.40% | 0.00% |
| 2018 | 3.10% | 0.00% |
| 2017 | 1.68% | 0.00% |
| 2016 | 2.80% | 0.00% |
| 2015 | 2.67% | 0.00% |
| 2014 | 1.94% | 0.00% |
| 2013 | 1.92% | 0.00% |
| 2012 | 2.24% | 0.00% |
| 2011 | 1.02% | 0.00% |
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