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ONEO vs IMTM

State Street SPDR Russell 1000 Momentum Focus ETF vs iShares MSCI Intl Momentum Factor ETF

ONEO

State Street SPDR Russell 1000 Momentum Focus ETF

State Street Investment Management

Annual cost

0.20%

Fund size

$27M

IMTM

iShares MSCI Intl Momentum Factor ETF

iShares

Annual cost

0.30%

Fund size

$3.9B

Key differences

  • ONEO costs 0.10% less per year.
  • IMTM is significantly larger than ONEO — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IMTM has delivered higher annualized returns.

Side-by-side comparison

ONEOIMTM
Annual cost (TER)0.20%0.30%
Fund size (AUM)$27M$3.9B
Since20152015
Dividend yield1.22%2.13%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+25.8%
CAGR 3Y+18.5%+20.5%
CAGR 5Y+9.9%+10.5%
Sharpe 3Y0.970.99
Volatility 1Y12.91%17.05%
Max drawdown-40.86%-30.68%

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

Similar to ONEO and IMTM