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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 +16.2% compared to +13.2%

XMMO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XMMO
$7.50B
Winner
SPY
$784B
Expense Ratio
XMMO
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
XMMO
55.37%
SPY
56.47%
Sharpe Ratio
XMMO
1.51
Winner
SPY
1.54
5Y Beta
XMMO
1.10
Winner
SPY
1.00
P/E Ratio
XMMO
35.91
Winner
SPY
27.62
Forward P/E
Winner
XMMO
20.07
SPY
21.11
PEG Ratio
XMMO
0.14
SPY
N/A
5Y Dividends CAGR
Winner
XMMO
28.36%
SPY
6.00%
5Y EPS CAGR
XMMO
16.13%
Winner
SPY
25.30%
Debt to Equity
XMMO
55.49%
Winner
SPY
31.11%
P/S Ratio
Winner
XMMO
3.18
SPY
3.49
P/B Ratio
Winner
XMMO
4.49
SPY
5.30

XMMO vs SPY - Holdings Comparison

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

XMMO's top 25 holdings weight is 58.02%. SPY's top 25 holdings weight is 51.24%.

RankXMMOSPY
#1
FLEX LTD (FLEX) - 4.20%
NVIDIA CORP (NVDA) - 7.81%
#2
CURTISS-WRIGHT CORP (CW) - 3.69%
APPLE INC (AAPL) - 6.81%
#3
STERLING INFRASTRUCTURE INC (STRL) - 3.46%
MICROSOFT CORP (MSFT) - 4.53%
#4
TECHNIPFMC PLC (n/a) - 3.12%
AMAZON.COM INC (AMZN) - 3.72%
#5
ATI INC (ATI) - 2.85%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
TTM TECHNOLOGIES INC (TTMI) - 2.80%
BROADCOM INC (AVGO) - 2.77%
#7
FABRINET (FN) - 2.77%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
NEXTPOWER INC CLASS A (NXT) - 2.67%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
NVENT ELECTRIC PLC (NVT) - 2.66%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
ROYAL GOLD INC (RGLD) - 2.31%
TESLA INC (TSLA) - 1.76%
#11
WOODWARD INC (WWD) - 2.31%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
MKS INC (MKSI) - 2.11%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
MASTEC INC (MTZ) - 1.98%
ELI LILLY AND CO (LLY) - 1.38%
#14
MUELLER INDUSTRIES INC (MLI) - 1.93%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.91%
EXXON MOBIL CORP (XOM) - 0.92%
#16
CARPENTER TECHNOLOGY CORP (CRS) - 1.87%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
BWX TECHNOLOGIES INC (BWXT) - 1.81%
VISA INC CLASS A (V) - 0.87%
#18
HECLA MINING CO (HL) - 1.80%
INTEL CORP (INTC) - 0.85%
#19
ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.79%
WALMART INC (WMT) - 0.82%
#20
DYCOM INDUSTRIES INC (DY) - 1.77%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.76%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
API GROUP CORP (APG) - 1.75%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
RBC BEARINGS INC (RBC) - 1.62%
CATERPILLAR INC (CAT) - 0.68%
#24
ALCOA CORP (AA) - 1.55%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
W.P. CAREY INC (WPC) - 1.53%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings79505

XMMO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XMMO
+3.07%
SPY
-1.37%
3M
Winner
XMMO
+17.02%
SPY
+12.22%
6M
Winner
XMMO
+20.25%
SPY
+7.20%
1Y
Winner
XMMO
+35.74%
SPY
+23.58%
5Y(CAGR)
Winner
XMMO
+16.19%
SPY
+13.19%
10Y(CAGR)
Winner
XMMO
+19.67%
SPY
+15.12%
Max(CAGR)
Winner
XMMO
+12.68%
SPY
+8.44%

XMMO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXMMOSPY
2026+21.16%+7.95%
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 -2.42%. The current SPY drawdown is -3.18%.

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
#14-8.69%
Jul 16, 2024 - Sep 19, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.46%
Oct 31, 2007 - Dec 10, 2007		-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
20260.30%0.50%
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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