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FMTM vs SPVM

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

FMTM

MarketDesk Focused U.S. Momentum ETF

Annual cost

0.45%

Fund size

$162M

SPVM

Invesco S&P 500 Value with Momentum ETF

Annual cost

0.39%

Fund size

$121M

Key differences

Both FMTM and SPVM are equity ETFs. FMTM charges 0.45% a year and SPVM 0.39%. The main difference: FMTM follows a active selection strategy; SPVM uses index tracking.

  • FMTM follows a active selection strategy; SPVM uses index tracking.
  • SPVM costs 0.06% less per year.
  • SPVM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FMTMSPVM
Annual cost (TER)0.45%0.39%
Fund size (AUM)$162M$121M
Since20252011
Dividend yield0.23%1.92%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+56.1%+30.1%
CAGR 3YN/A+20.6%
CAGR 5YN/A+10.4%
Sharpe 3YN/A1.14
Volatility 1Y23.34%11.63%
Max drawdown-12.12%-45.35%

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

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