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SPMO vs MTUM

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

SPMO

Invesco S&P 500 Momentum ETF

Invesco

Annual cost

0.13%

Fund size

$16.0B

MTUM

iShares MSCI USA Momentum Factor ETF

iShares

Annual cost

0.15%

Fund size

$24.2B

Key differences

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

Side-by-side comparison

SPMOMTUM
Annual cost (TER)0.13%0.15%
Fund size (AUM)$16.0B$24.2B
Since20152013
Dividend yield0.76%0.69%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+42.0%+35.3%
CAGR 3Y+39.6%+30.8%
CAGR 5Y+23.3%+14.5%
Sharpe 3Y1.641.26
Volatility 1Y17.45%18.65%
Max drawdown-30.95%-34.08%

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

Similar to SPMO and MTUM