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XMMO vs SPY

Comparison between INVESCO S&P MIDCAP MOMENTUM ETF (XMMO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceXMMO has outperformed SPY, delivering a return of +15.1% compared to +13.0%

XMMO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XMMO
$7.90B
Winner
SPY
$781B
Expense Ratio
XMMO
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
XMMO
55.37%
SPY
56.47%
Sharpe Ratio
XMMO
1.01
Winner
SPY
1.34
5Y Beta
XMMO
1.11
Winner
SPY
1.00
P/E Ratio
XMMO
33.86
Winner
SPY
28.84
Forward P/E
Winner
XMMO
19.54
SPY
21.59
PEG Ratio
XMMO
0.13
SPY
N/A
5Y Dividends CAGR
Winner
XMMO
28.36%
SPY
6.00%
5Y EPS CAGR
XMMO
16.13%
Winner
SPY
25.26%
Debt to Equity
XMMO
56.23%
Winner
SPY
31.47%
P/S Ratio
Winner
XMMO
3.17
SPY
3.85
P/B Ratio
Winner
XMMO
4.23
SPY
5.70

XMMO vs SPY - Holdings Comparison

XMMO and SPY have 1 common holdings. Overlap is 0.00%

XMMO's top 25 holdings weight is 57.77%. SPY's top 25 holdings weight is 51.08%.

RankXMMOSPY
#1
CURTISS-WRIGHT CORP (CW) - 4.23%
NVIDIA CORP (NVDA) - 7.50%
#2
TECHNIPFMC PLC (n/a) - 3.44%
APPLE INC (AAPL) - 6.58%
#3
ATI INC (ATI) - 3.27%
MICROSOFT CORP (MSFT) - 4.29%
#4
STERLING INFRASTRUCTURE INC (STRL) - 3.04%
AMAZON.COM INC (AMZN) - 3.61%
#5
WOODWARD INC (WWD) - 2.95%
ALPHABET INC CLASS A (GOOGL) - 3.24%
#6
NVENT ELECTRIC PLC (NVT) - 2.63%
BROADCOM INC (AVGO) - 2.77%
#7
MKS INC (MKSI) - 2.56%
ALPHABET INC CLASS C (GOOG) - 2.58%
#8
TTM TECHNOLOGIES INC (TTMI) - 2.54%
MICRON TECHNOLOGY INC (MU) - 2.01%
#9
ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 2.54%
META PLATFORMS INC CLASS A (META) - 1.91%
#10
CARPENTER TECHNOLOGY CORP (CRS) - 2.46%
TESLA INC (TSLA) - 1.83%
#11
ROYAL GOLD INC (RGLD) - 2.27%
ADVANCED MICRO DEVICES INC (AMD) - 1.47%
#12
MASTEC INC (MTZ) - 2.27%
ELI LILLY AND CO (LLY) - 1.47%
#13
NEXTPOWER INC CLASS A (NXT) - 2.15%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42%
#14
FABRINET (FN) - 2.07%
JPMORGAN CHASE & CO (JPM) - 1.36%
#15
BWX TECHNOLOGIES INC (BWXT) - 1.96%
INTEL CORP (INTC) - 1.02%
#16
ARROWHEAD PHARMACEUTICALS INC (ARWR) - 1.93%
JOHNSON & JOHNSON (JNJ) - 0.95%
#17
API GROUP CORP (APG) - 1.89%
APPLIED MATERIALS INC (AMAT) - 0.89%
#18
MUELLER INDUSTRIES INC (MLI) - 1.86%
VISA INC CLASS A (V) - 0.88%
#19
RBC BEARINGS INC (RBC) - 1.81%
EXXON MOBIL CORP (XOM) - 0.88%
#20
HECLA MINING CO (HL) - 1.73%
LAM RESEARCH CORP (LRCX) - 0.84%
#21
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.72%
WALMART INC (WMT) - 0.77%
#22
DYCOM INDUSTRIES INC (DY) - 1.69%
CATERPILLAR INC (CAT) - 0.76%
#23
RB GLOBAL INC (RBA) - 1.65%
CISCO SYSTEMS INC (CSCO) - 0.72%
#24
W.P. CAREY INC (WPC) - 1.60%
ABBVIE INC (ABBV) - 0.69%
#25
ADVANCED ENERGY INDUSTRIES INC (AEIS) - 1.51%
COSTCO WHOLESALE CORP (COST) - 0.64%
Total Holdings77502

XMMO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
XMMO
-6.01%
Winner
SPY
-0.14%
3M
XMMO
+1.87%
Winner
SPY
+8.54%
6M
Winner
XMMO
+13.87%
SPY
+9.48%
1Y
Winner
XMMO
+23.96%
SPY
+21.66%
5Y(CAGR)
Winner
XMMO
+15.08%
SPY
+13.03%
10Y(CAGR)
Winner
XMMO
+18.82%
SPY
+15.12%
Max(CAGR)
Winner
XMMO
+12.36%
SPY
+8.52%

XMMO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXMMOSPY
2026+14.86%+10.64%
2025+12.76%+18.00%
2024+39.61%+25.59%
2023+22.48%+26.72%
2022-16.03%-18.64%
2021+18.27%+30.52%
2020+28.91%+17.28%
2019+37.05%+31.09%
2018+5.03%-5.24%
2017+35.95%+20.78%
2016+6.51%+13.59%
2015-3.76%+1.31%
2014+11.42%+14.56%
2013+25.37%+29.00%
2012+12.68%+14.17%
2011-6.90%+0.85%
2010+27.98%+13.14%
2009+19.98%+22.67%
2008-43.58%-36.25%
2007+27.23%+5.32%
2006+8.57%+13.85%
2005+16.36%+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

XMMO vs SPY Drawdown Comparison

The maximum drawdown for XMMO was -55.37%, occurring on Nov 20, 2008. Recovery took 1286 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current XMMO drawdown is -7.50%. The current SPY drawdown is -0.77%.

RankXMMOSPY
#1-55.37%
Dec 10, 2007 - Jan 22, 2013		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-36.73%
Feb 19, 2020 - Aug 3, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-27.91%
Nov 8, 2021 - Jan 30, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-26.04%
Jul 31, 2015 - Feb 8, 2017		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-25.06%
Sep 14, 2018 - Feb 25, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-24.94%
Nov 25, 2024 - Sep 11, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.52%
May 8, 2006 - Dec 4, 2006		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.58%
Feb 12, 2021 - Apr 26, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.47%
Apr 26, 2021 - Oct 20, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.79%
Sep 5, 2014 - Nov 21, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.74%
Mar 7, 2005 - Jun 16, 2005		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.59%
Jan 26, 2018 - Mar 7, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.50%
Jul 19, 2007 - Sep 19, 2007		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.71%
Jun 22, 2026 - Jul 13, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.69%
Jul 16, 2024 - Sep 19, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between XMMO and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

XMMO vs SPY dividend yield comparison.

YearXMMOSPY
20260.31%0.49%
20250.78%1.07%
20240.34%1.21%
20230.80%1.40%
20221.43%1.65%
20210.41%1.20%
20200.61%1.52%
20190.60%1.75%
20180.19%2.04%
20170.21%1.80%
20160.22%2.03%
20150.64%2.06%
20141.24%1.87%
20131.30%1.81%
20121.07%2.18%
20110.32%2.05%
20100.27%1.80%
20090.08%1.95%
20080.00%3.02%
20070.01%1.85%
20060.60%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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