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FMTM vs SPMO

MarketDesk Focused U.S. Momentum ETF vs Invesco S&P 500 Momentum ETF

FMTM

MarketDesk Focused U.S. Momentum ETF

Annual cost

0.45%

Fund size

$162M

SPMO

Invesco S&P 500 Momentum ETF

Annual cost

0.13%

Fund size

$19.9B

Key differences

Both FMTM and SPMO are equity ETFs. FMTM charges 0.45% a year and SPMO 0.13%. The main difference: FMTM follows a active selection strategy; SPMO uses index tracking.

  • FMTM follows a active selection strategy; SPMO uses index tracking.
  • SPMO costs 0.32% less per year.
  • SPMO is much larger than FMTM. Larger funds are usually more liquid and less likely to close.
  • SPMO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FMTMSPMO
Annual cost (TER)0.45%0.13%
Fund size (AUM)$162M$19.9B
Since20252015
Dividend yield0.23%0.67%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+56.1%+35.9%
CAGR 3YN/A+40.9%
CAGR 5YN/A+22.4%
Sharpe 3YN/A1.66
Volatility 1Y23.34%18.61%
Max drawdown-12.12%-30.95%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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