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SPMO vs SPYV

Invesco S&P 500 Momentum ETF vs State Street SPDR Portfolio S&P 500 Value ETF

SPMO

Invesco S&P 500 Momentum ETF

Invesco

Annual cost

0.13%

Fund size

$16.0B

SPYV

State Street SPDR Portfolio S&P 500 Value ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$33.7B

Key differences

  • SPYV costs 0.09% less per year.
  • Over the last 3 years, SPMO has delivered higher annualized returns.
  • SPYV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPMOSPYV
Annual cost (TER)0.13%0.04%
Fund size (AUM)$16.0B$33.7B
Since20152000
Dividend yield0.76%1.72%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+42.0%+23.4%
CAGR 3Y+39.6%+16.6%
CAGR 5Y+23.3%+11.0%
Sharpe 3Y1.641.01
Volatility 1Y17.45%10.00%
Max drawdown-30.95%-36.89%

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

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