SPVM vs PGRO
Comparison between INVESCO S&P 500 VALUE WITH MOMENTUM ETF (SPVM, ETF) and Putnam Focused Large Cap Growth ETF (PGRO, ETF).
5-Year PerformanceSPVM has outperformed PGRO, delivering a return of +12.0% compared to +11.1%
SPVM vs PGRO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SPVM
$115M
PGRO
$114M
Expense Ratio
Winner
SPVM
0.39%
PGRO
0.49%
Max Drawdown
SPVM
45.84%
Winner
PGRO
34.73%
Sharpe Ratio
Winner
SPVM
1.92
PGRO
0.46
5Y Beta
Winner
SPVM
0.68
PGRO
1.23
P/E Ratio
Winner
SPVM
16.22
PGRO
39.72
Forward P/E
Winner
SPVM
12.77
PGRO
25.90
PEG Ratio
Winner
SPVM
0.14
PGRO
0.33
5Y Dividends CAGR
SPVM
11.99%
PGRO
N/A
5Y EPS CAGR
SPVM
9.13%
Winner
PGRO
34.44%
Debt to Equity
SPVM
37.83%
Winner
PGRO
32.12%
P/S Ratio
Winner
SPVM
1.13
PGRO
8.67
P/B Ratio
Winner
SPVM
1.97
PGRO
14.22
SPVM vs PGRO - Holdings Comparison
SPVM and PGRO have 1 common holdings. Overlap is 0.00%
SPVM's top 25 holdings weight is 34.83%. PGRO's top 25 holdings weight is 87.37%.
| Rank | SPVM | PGRO |
|---|---|---|
| #1 | UNITED AIRLINES HOLDINGS INC (UAL) - 1.81% | NVIDIA CORP (NVDA) - 11.97% |
| #2 | ALLSTATE CORP (ALL) - 1.78% | ALPHABET INC CLASS A (GOOGL) - 10.92% |
| #3 | CVS HEALTH CORP (CVS) - 1.63% | APPLE INC (AAPL) - 6.11% |
| #4 | GENERAL MOTORS CO (GM) - 1.57% | BROADCOM INC (AVGO) - 5.57% |
| #5 | EDISON INTERNATIONAL (EIX) - 1.52% | ELI LILLY AND CO (LLY) - 4.70% |
| #6 | LOEWS CORP (L) - 1.50% | META PLATFORMS INC CLASS A (META) - 4.19% |
| #7 | THE TRAVELERS COMPANIES INC (TRV) - 1.49% | MICROSOFT CORP (MSFT) - 3.69% |
| #8 | CINCINNATI FINANCIAL CORP (CINF) - 1.45% | LAM RESEARCH CORP (LRCX) - 3.53% |
| #9 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.45% | TESLA INC (TSLA) - 3.19% |
| #10 | BUNGE GLOBAL SA (BG) - 1.41% | ADVANCED MICRO DEVICES INC (AMD) - 2.93% |
| #11 | DELTA AIR LINES INC (DAL) - 1.36% | MICRON TECHNOLOGY INC (MU) - 2.88% |
| #12 | PHILLIPS 66 (PSX) - 1.34% | PUTNAM GOVERNMENT MONEY MARKET P (PGLXX) - 2.88% |
| #13 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.31% | MASTERCARD INC CLASS A (MA) - 2.82% |
| #14 | METLIFE INC (MET) - 1.30% | VISA INC CLASS A (V) - 2.61% |
| #15 | SYNCHRONY FINANCIAL (SYF) - 1.29% | AMAZON.COM INC (AMZN) - 2.53% |
| #16 | DOLLAR GENERAL CORP (DG) - 1.29% | GE VERNOVA INC (GEV) - 2.49% |
| #17 | TRUIST FINANCIAL CORP (TFC) - 1.29% | COSTCO WHOLESALE CORP (COST) - 1.94% |
| #18 | STANLEY BLACK & DECKER INC (SWK) - 1.28% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.89% |
| #19 | HUNTINGTON BANCSHARES INC (HBAN) - 1.28% | CORNING INC (GLW) - 1.85% |
| #20 | ASSURANT INC (AIZ) - 1.27% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.66% |
| #21 | TARGET CORP (TGT) - 1.26% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.56% |
| #22 | CHUBB LTD (CB) - 1.24% | CATERPILLAR INC (CAT) - 1.40% |
| #23 | M&T BANK CORP (MTB) - 1.24% | VULCAN MATERIALS CO (VMC) - 1.36% |
| #24 | MARATHON PETROLEUM CORP (MPC) - 1.24% | INTUITIVE SURGICAL INC (ISRG) - 1.35% |
| #25 | CITIZENS FINANCIAL GROUP INC (CFG) - 1.23% | LIVE NATION ENTERTAINMENT INC (LYV) - 1.35% |
| Total Holdings | 102 | 41 |
SPVM vs PGRO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPVM
+4.61%
PGRO
-1.91%
3M
Winner
SPVM
+8.03%
PGRO
+3.12%
6M
Winner
SPVM
+11.18%
PGRO
+6.82%
1Y
Winner
SPVM
+28.38%
PGRO
+10.51%
5Y(CAGR)
Winner
SPVM
+12.01%
PGRO
+11.06%
10Y(CAGR)
SPVM
+12.15%
PGRO
N/A
Max(CAGR)
SPVM
+11.93%
Winner
PGRO
+12.70%
SPVM vs PGRO - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SPVM | PGRO |
|---|---|---|
| 2026 | +13.38% | +3.82% |
| 2025 | +20.83% | +15.55% |
| 2024 | +14.64% | +36.33% |
| 2023 | +6.81% | +46.03% |
| 2022 | -3.10% | -31.86% |
| 2021 | +30.60% | +16.67% |
| 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 PGRO Drawdown Comparison
The maximum drawdown for SPVM was -45.33%, occurring on Mar 23, 2020. Recovery took 236 trading sessions.
The maximum drawdown for PGRO was -34.73%, occurring on Oct 14, 2022. Recovery took 542 trading sessions.
The current SPVM drawdown is -0.12%. The current PGRO drawdown is -6.17%.
| Rank | SPVM | PGRO |
|---|---|---|
| #1 | -45.33% Feb 12, 2020 - Jan 20, 2021 | -34.73% Nov 19, 2021 - Jan 19, 2024 |
| #2 | -20.52% Jul 7, 2011 - Mar 13, 2012 | -23.31% Dec 16, 2024 - Jun 26, 2025 |
| #3 | -19.50% Apr 20, 2022 - Mar 7, 2024 | -16.34% Oct 29, 2025 - May 6, 2026 |
| #4 | -18.67% Nov 29, 2024 - Jul 23, 2025 | -14.28% Jul 10, 2024 - Oct 22, 2024 |
| #5 | -17.51% Jan 26, 2018 - Apr 16, 2019 | -8.19% Sep 7, 2021 - Nov 3, 2021 |
| #6 | -16.13% Dec 23, 2014 - Jul 12, 2016 | -7.73% Mar 21, 2024 - May 15, 2024 |
| #7 | -13.40% Mar 26, 2012 - Sep 7, 2012 | -7.45% Jun 1, 2026 - Jul 17, 2026 |
| #8 | -9.46% Jul 26, 2019 - Oct 28, 2019 | -3.46% Oct 29, 2024 - Nov 6, 2024 |
| #9 | -8.43% Sep 19, 2014 - Nov 6, 2014 | -3.35% Feb 9, 2024 - Feb 22, 2024 |
| #10 | -7.70% May 10, 2021 - Aug 11, 2021 | -3.29% Sep 22, 2025 - Oct 24, 2025 |
| #11 | -7.54% Feb 9, 2022 - Mar 24, 2022 | -2.92% May 14, 2026 - May 28, 2026 |
| #12 | -7.39% Oct 17, 2012 - Dec 18, 2012 | -2.87% Nov 13, 2024 - Dec 2, 2024 |
| #13 | -7.25% Jul 30, 2024 - Aug 29, 2024 | -2.69% Jul 12, 2021 - Jul 22, 2021 |
| #14 | -6.90% Jan 14, 2022 - Feb 9, 2022 | -2.65% Aug 14, 2025 - Aug 28, 2025 |
| #15 | -6.59% Nov 16, 2021 - Jan 3, 2022 | -2.50% Jun 18, 2024 - Jul 2, 2024 |
Correlation
Correlation between SPVM and PGRO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2011 - 2026)
SPVM vs PGRO dividend yield comparison.
| Year | SPVM | PGRO |
|---|---|---|
| 2026 | 0.94% | 0.00% |
| 2025 | 2.02% | 0.02% |
| 2024 | 1.91% | 0.08% |
| 2023 | 2.45% | 0.19% |
| 2022 | 2.33% | 0.12% |
| 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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