VONV vs SPMO
Comparison between VANGUARD RUSSELL 1000 VALUE INDEX FUND ETF SHARES (VONV, ETF) and INVESCO S&P 500 MOMENTUM ETF (SPMO, ETF).
5-Year PerformanceSPMO has outperformed VONV, delivering a return of +21.4% compared to +11.5%
VONV vs SPMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VONV
$22B
Winner
SPMO
$22B
Expense Ratio
Winner
VONV
0.06%
SPMO
0.13%
Max Drawdown
VONV
38.21%
Winner
SPMO
31.31%
Sharpe Ratio
Winner
VONV
1.94
SPMO
1.19
5Y Beta
Winner
VONV
0.72
SPMO
1.25
P/E Ratio
Winner
VONV
23.89
SPMO
33.07
Forward P/E
VONV
18.63
Winner
SPMO
18.03
PEG Ratio
VONV
N/A
SPMO
0.18
5Y Dividends CAGR
VONV
11.20%
Winner
SPMO
14.50%
5Y EPS CAGR
VONV
12.05%
Winner
SPMO
34.33%
Debt to Equity
Winner
VONV
16.28%
SPMO
28.23%
P/S Ratio
Winner
VONV
2.44
SPMO
4.49
P/B Ratio
Winner
VONV
3.44
SPMO
7.80
VONV vs SPMO - Holdings Comparison
VONV and SPMO have 66 common holdings. Overlap is 17.49%
VONV's top 25 holdings weight is 40.20%. SPMO's top 25 holdings weight is 77.33%.
| Rank | VONV | SPMO |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 5.96% | MICRON TECHNOLOGY INC (MU) - 10.02% |
| #2 | APPLE INC (AAPL) - 5.39% | NVIDIA CORP (NVDA) - 8.54% |
| #3 | MICROSOFT CORP (MSFT) - 3.90% | BROADCOM INC (AVGO) - 6.71% |
| #4 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.62% | ALPHABET INC CLASS A (GOOGL) - 4.70% |
| #5 | JPMORGAN CHASE & CO (JPM) - 2.28% | ADVANCED MICRO DEVICES INC (AMD) - 4.26% |
| #6 | INTEL CORP (INTC) - 1.72% | JOHNSON & JOHNSON (JNJ) - 4.23% |
| #7 | JOHNSON & JOHNSON (JNJ) - 1.72% | ALPHABET INC CLASS C (GOOG) - 3.76% |
| #8 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.60% | LAM RESEARCH CORP (LRCX) - 3.74% |
| #9 | CISCO SYSTEMS INC (CSCO) - 1.30% | EXXONMOBIL HOLDINGS CORP (XOM) - 2.77% |
| #10 | WALMART INC (WMT) - 1.28% | CATERPILLAR INC (CAT) - 2.73% |
| #11 | ABBVIE INC (ABBV) - 1.15% | INTEL CORP (INTC) - 2.66% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 1.06% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.35% |
| #13 | BANK OF AMERICA CORP (BAC) - 0.99% | APPLIED MATERIALS INC (AMAT) - 2.29% |
| #14 | PROCTER & GAMBLE CO (PG) - 0.96% | CISCO SYSTEMS INC (CSCO) - 1.88% |
| #15 | MERCK & CO INC (MRK) - 0.89% | GE AEROSPACE (GE) - 1.83% |
| #16 | CHEVRON CORP (CVX) - 0.86% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.78% |
| #17 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.79% | WESTERN DIGITAL CORP (WDC) - 1.71% |
| #18 | COCA-COLA CO (KO) - 0.79% | KLA CORP (KLAC) - 1.63% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 0.78% | THE GOLDMAN SACHS GROUP INC (GS) - 1.61% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.74% | RTX CORP (RTX) - 1.53% |
| #21 | RTX CORP (RTX) - 0.72% | GE VERNOVA INC (GEV) - 1.45% |
| #22 | WELLS FARGO & CO (WFC) - 0.71% | AMPHENOL CORP CLASS A (APH) - 1.37% |
| #23 | LINDE PLC (LIN) - 0.67% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.32% |
| #24 | COSTCO WHOLESALE CORP (COST) - 0.66% | COCA-COLA CO (KO) - 1.27% |
| #25 | MORGAN STANLEY (MS) - 0.66% | n/a (PLTR) - 1.19% |
| Total Holdings | 814 | 102 |
VONV vs SPMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VONV
+1.59%
SPMO
-7.40%
3M
VONV
+9.88%
Winner
SPMO
+18.38%
6M
VONV
+13.74%
Winner
SPMO
+27.79%
1Y
VONV
+28.53%
Winner
SPMO
+32.36%
5Y(CAGR)
VONV
+11.54%
Winner
SPMO
+21.37%
10Y(CAGR)
VONV
+11.37%
Winner
SPMO
+20.66%
Max(CAGR)
VONV
+11.98%
Winner
SPMO
+19.43%
VONV vs SPMO - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | VONV | SPMO |
|---|---|---|
| 2026 | +17.47% | +25.63% |
| 2025 | +15.97% | +25.85% |
| 2024 | +13.92% | +47.17% |
| 2023 | +11.46% | +19.46% |
| 2022 | -7.91% | -10.46% |
| 2021 | +26.80% | +24.36% |
| 2020 | +2.23% | +27.55% |
| 2019 | +26.23% | +25.67% |
| 2018 | -8.90% | -1.19% |
| 2017 | +12.75% | +28.51% |
| 2016 | +18.67% | +7.37% |
| 2015 | -4.06% | +2.79% |
| 2014 | +14.11% | N/A |
| 2013 | +29.86% | N/A |
| 2012 | +15.25% | N/A |
| 2011 | -0.69% | N/A |
| 2010 | +10.91% | N/A |
VONV vs SPMO Drawdown Comparison
The maximum drawdown for VONV was -38.21%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for SPMO was -30.93%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current VONV drawdown is -0.81%. The current SPMO drawdown is -7.40%.
| Rank | VONV | SPMO |
|---|---|---|
| #1 | -38.21% Feb 12, 2020 - Dec 4, 2020 | -30.93% Feb 19, 2020 - Jul 8, 2020 |
| #2 | -20.97% Apr 29, 2011 - Mar 13, 2012 | -23.38% Oct 1, 2018 - Jun 19, 2019 |
| #3 | -18.88% Jan 12, 2022 - Dec 14, 2023 | -22.75% Jan 4, 2022 - Dec 13, 2023 |
| #4 | -18.27% Jan 26, 2018 - Apr 30, 2019 | -20.13% Feb 13, 2025 - May 13, 2025 |
| #5 | -16.12% May 21, 2015 - Jun 8, 2016 | -13.16% Jul 10, 2024 - Oct 4, 2024 |
| #6 | -15.70% Nov 29, 2024 - Jul 3, 2025 | -12.70% Oct 29, 2025 - Apr 13, 2026 |
| #7 | -10.39% Apr 2, 2012 - Aug 9, 2012 | -11.03% Nov 25, 2015 - Jul 25, 2016 |
| #8 | -7.69% Sep 19, 2014 - Nov 5, 2014 | -10.99% Jun 22, 2026 - Jul 17, 2026 |
| #9 | -7.23% Oct 18, 2012 - Dec 18, 2012 | -10.67% Feb 12, 2021 - Apr 9, 2021 |
| #10 | -6.82% Feb 27, 2026 - Apr 14, 2026 | -9.50% Mar 12, 2018 - Jun 4, 2018 |
| #11 | -6.80% Jul 26, 2019 - Sep 12, 2019 | -8.97% Jan 26, 2018 - Mar 9, 2018 |
| #12 | -6.41% Apr 30, 2019 - Jun 20, 2019 | -8.93% Sep 2, 2020 - Oct 12, 2020 |
| #13 | -5.99% Jan 15, 2014 - Feb 28, 2014 | -8.79% Oct 13, 2020 - Nov 6, 2020 |
| #14 | -5.96% Nov 8, 2021 - Dec 27, 2021 | -8.00% Apr 16, 2021 - Jun 22, 2021 |
| #15 | -5.59% Jun 8, 2016 - Jul 8, 2016 | -7.45% Mar 22, 2024 - May 15, 2024 |
Correlation
Correlation between VONV and SPMO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2010 - 2026)
VONV vs SPMO dividend yield comparison.
| Year | VONV | SPMO |
|---|---|---|
| 2026 | 0.76% | 0.38% |
| 2025 | 1.82% | 0.73% |
| 2024 | 1.97% | 0.48% |
| 2023 | 2.10% | 1.63% |
| 2022 | 2.22% | 1.66% |
| 2021 | 1.67% | 0.52% |
| 2020 | 2.25% | 1.27% |
| 2019 | 2.30% | 1.39% |
| 2018 | 2.56% | 1.05% |
| 2017 | 2.18% | 0.77% |
| 2016 | 2.39% | 1.94% |
| 2015 | 2.38% | 0.36% |
| 2014 | 2.10% | 0.00% |
| 2013 | 1.92% | 0.00% |
| 2012 | 2.26% | 0.00% |
| 2011 | 2.07% | 0.00% |
| 2010 | 0.15% | 0.00% |
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