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DWAS vs SPMO

Invesco DWA SmallCap Momentum ETF vs Invesco S&P 500 Momentum ETF

DWAS

Invesco DWA SmallCap Momentum ETF

Invesco

Annual cost

0.60%

Fund size

$410M

SPMO

Invesco S&P 500 Momentum ETF

Invesco

Annual cost

0.13%

Fund size

$16.0B

Key differences

  • SPMO costs 0.47% less per year.
  • SPMO is significantly larger than DWAS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPMO has delivered higher annualized returns.

Side-by-side comparison

DWASSPMO
Annual cost (TER)0.60%0.13%
Fund size (AUM)$410M$16.0B
Since20122015
Dividend yield0.01%0.76%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.0%+42.0%
CAGR 3Y+16.4%+39.6%
CAGR 5Y+6.8%+23.3%
Sharpe 3Y0.601.64
Volatility 1Y22.74%17.45%
Max drawdown-46.16%-30.95%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DWAS and SPMO