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SPVM vs VOO

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

SPVM

Invesco S&P 500 Value with Momentum ETF

Invesco

Annual cost

0.39%

Fund size

$120M

VOO

Vanguard S&P 500 ETF

Vanguard

Annual cost

0.03%

Fund size

$1.6T

Key differences

  • VOO costs 0.36% less per year.
  • VOO is significantly larger than SPVM — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VOO has delivered higher annualized returns.

Side-by-side comparison

SPVMVOO
Annual cost (TER)0.39%0.03%
Fund size (AUM)$120M$1.6T
Since20112010
Dividend yield1.95%1.08%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.0%+29.5%
CAGR 3Y+18.7%+23.2%
CAGR 5Y+9.9%+14.0%
Sharpe 3Y1.031.25
Volatility 1Y11.79%11.97%
Max drawdown-45.35%-33.99%

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

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