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SPVM vs IDMO

Invesco S&P 500 Value with Momentum ETF vs Invesco S&P International Developed Momentum ETF

SPVM

Invesco S&P 500 Value with Momentum ETF

Invesco

Annual cost

0.39%

Fund size

$120M

IDMO

Invesco S&P International Developed Momentum ETF

Invesco

Annual cost

0.25%

Fund size

$3.6B

Key differences

  • IDMO costs 0.14% less per year.
  • IDMO is significantly larger than SPVM — larger funds tend to be more liquid and less likely to close.
  • SPVM covers north america markets; IDMO covers global.
  • Over the last 3 years, IDMO has delivered higher annualized returns.

Side-by-side comparison

SPVMIDMO
Annual cost (TER)0.39%0.25%
Fund size (AUM)$120M$3.6B
Since20112012
Dividend yield1.95%1.90%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+28.0%+26.2%
CAGR 3Y+18.7%+25.3%
CAGR 5Y+9.9%+16.6%
Sharpe 3Y1.031.19
Volatility 1Y11.79%16.79%
Max drawdown-45.35%-31.34%

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

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