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SPVM vs SPMO

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

SPVM

Invesco S&P 500 Value with Momentum ETF

Invesco

Annual cost

0.39%

Fund size

$120M

SPMO

Invesco S&P 500 Momentum ETF

Invesco

Annual cost

0.13%

Fund size

$16.0B

Key differences

  • SPMO costs 0.26% less per year.
  • SPMO is significantly larger than SPVM — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPMO has delivered higher annualized returns.

Side-by-side comparison

SPVMSPMO
Annual cost (TER)0.39%0.13%
Fund size (AUM)$120M$16.0B
Since20112015
Dividend yield1.95%0.76%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.0%+42.0%
CAGR 3Y+18.7%+39.6%
CAGR 5Y+9.9%+23.3%
Sharpe 3Y1.031.64
Volatility 1Y11.79%17.45%
Max drawdown-45.35%-30.95%

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

Similar to SPVM and SPMO