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 +15.2% compared to +13.3%
XMMO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XMMO
$5.80B
Winner
SPY
$652B
Expense Ratio
XMMO
0.35%
Winner
SPY
0.09%
Max Drawdown
Winner
XMMO
55.37%
SPY
56.47%
Sharpe Ratio
XMMO
1.73
Winner
SPY
2.07
5Y Beta
XMMO
1.09
Winner
SPY
1.00
P/E Ratio
XMMO
35.10
Winner
SPY
28.24
Forward P/E
Winner
XMMO
20.33
SPY
21.85
PEG Ratio
XMMO
0.16
SPY
N/A
5Y Dividends CAGR
Winner
XMMO
20.41%
SPY
5.43%
5Y EPS CAGR
XMMO
15.41%
Winner
SPY
25.79%
Debt to Equity
XMMO
60.07%
Winner
SPY
22.35%
P/S Ratio
Winner
XMMO
3.33
SPY
3.55
P/B Ratio
Winner
XMMO
4.20
SPY
5.29
XMMO vs SPY - Holdings Comparison
XMMO and SPY have 1 common holdings. Overlap is 0.00%
XMMO's top 25 holdings weight is 56.41%. SPY's top 25 holdings weight is 51.32%.
| Rank | XMMO | SPY |
|---|---|---|
| #1 | CURTISS-WRIGHT CORP (CW) - 3.93% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | TECHNIPFMC PLC (n/a) - 3.68% | APPLE INC (AAPL) - 6.48% |
| #3 | FABRINET (FN) - 2.74% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | ROYAL GOLD INC (RGLD) - 2.71% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | WOODWARD INC (WWD) - 2.66% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | ATI INC (ATI) - 2.63% | BROADCOM INC (AVGO) - 3.09% |
| #7 | FLEX LTD (FLEX) - 2.50% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | TTM TECHNOLOGIES INC (TTMI) - 2.33% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | NVENT ELECTRIC PLC (NVT) - 2.30% | TESLA INC (TSLA) - 1.73% |
| #10 | BWX TECHNOLOGIES INC (BWXT) - 2.27% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | NEXTPOWER INC CLASS A (NXT) - 2.22% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | MASTEC INC (MTZ) - 2.21% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | API GROUP CORP (APG) - 2.21% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | MUELLER INDUSTRIES INC (MLI) - 2.17% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | STERLING INFRASTRUCTURE INC (STRL) - 2.02% | WALMART INC (WMT) - 0.91% |
| #16 | HECLA MINING CO (HL) - 1.96% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 1.91% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.87% | VISA INC CLASS A (V) - 0.85% |
| #19 | MKS INC (MKSI) - 1.86% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | RBC BEARINGS INC (RBC) - 1.81% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 1.80% | INTEL CORP (INTC) - 0.65% |
| #22 | CARPENTER TECHNOLOGY CORP (CRS) - 1.78% | NETFLIX INC (NFLX) - 0.64% |
| #23 | W.P. CAREY INC (WPC) - 1.63% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 1.61% | CHEVRON CORP (CVX) - 0.58% |
| #25 | DYCOM INDUSTRIES INC (DY) - 1.60% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 78 | 505 |
XMMO vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
XMMO
+7.65%
Winner
SPY
+9.11%
3M
Winner
XMMO
+12.99%
SPY
+6.59%
6M
Winner
XMMO
+21.75%
SPY
+10.56%
1Y
Winner
XMMO
+38.89%
SPY
+32.04%
5Y(CAGR)
Winner
XMMO
+15.17%
SPY
+13.35%
10Y(CAGR)
Winner
XMMO
+19.88%
SPY
+15.49%
Max(CAGR)
Winner
XMMO
+12.62%
SPY
+8.50%
XMMO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XMMO | SPY |
|---|---|---|
| 2026 | +18.09% | +8.27% |
| 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% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/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 -1.81%.
| Rank | XMMO | SPY |
|---|---|---|
| #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.
| Year | XMMO | SPY |
|---|---|---|
| 2026 | 0.15% | 0.24% |
| 2025 | 0.78% | 1.07% |
| 2024 | 0.34% | 1.21% |
| 2023 | 0.80% | 1.40% |
| 2022 | 1.43% | 1.65% |
| 2021 | 0.41% | 1.20% |
| 2020 | 0.61% | 1.52% |
| 2019 | 0.60% | 1.75% |
| 2018 | 0.19% | 2.04% |
| 2017 | 0.21% | 1.80% |
| 2016 | 0.22% | 2.03% |
| 2015 | 0.64% | 2.06% |
| 2014 | 1.24% | 1.87% |
| 2013 | 1.30% | 1.81% |
| 2012 | 1.07% | 2.18% |
| 2011 | 0.32% | 2.05% |
| 2010 | 0.27% | 1.80% |
| 2009 | 0.08% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.01% | 1.85% |
| 2006 | 0.60% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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