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MTUM vs SPMO

iShares MSCI USA Momentum Factor ETF vs Invesco S&P 500 Momentum ETF

MTUM

iShares MSCI USA Momentum Factor ETF

iShares

Annual cost

0.15%

Fund size

$24.2B

SPMO

Invesco S&P 500 Momentum ETF

Invesco

Annual cost

0.13%

Fund size

$16.0B

Key differences

  • Over the last 3 years, SPMO has delivered higher annualized returns.

Side-by-side comparison

MTUMSPMO
Annual cost (TER)0.15%0.13%
Fund size (AUM)$24.2B$16.0B
Since20132015
Dividend yield0.69%0.76%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+35.3%+42.0%
CAGR 3Y+30.8%+39.6%
CAGR 5Y+14.5%+23.3%
Sharpe 3Y1.261.64
Volatility 1Y18.65%17.45%
Max drawdown-34.08%-30.95%

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

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