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SPVM vs FDMO
Invesco S&P 500 Value with Momentum ETF vs Fidelity Momentum Factor ETF
Key differences
- FDMO costs 0.24% less per year.
- FDMO is significantly larger than SPVM — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FDMO has delivered higher annualized returns.
- SPVM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPVM | FDMO | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.15% |
| Fund size (AUM) | $120M | $842M |
| Since | 2011 | 2016 |
| Dividend yield | 1.95% | 0.60% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.0% | +33.5% |
| CAGR 3Y | +18.7% | +28.3% |
| CAGR 5Y | +9.9% | +16.5% |
| Sharpe 3Y | 1.03 | 1.26 |
| Volatility 1Y | 11.79% | 16.48% |
| Max drawdown | -45.35% | -33.94% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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