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SPYG vs SPMO

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

SPYG

State Street SPDR Portfolio S&P 500 Growth ETF

State Street Investment Management

Annual cost

0.04%

Fund size

$49.5B

SPMO

Invesco S&P 500 Momentum ETF

Invesco

Annual cost

0.13%

Fund size

$16.0B

Key differences

  • SPYG costs 0.09% less per year.
  • SPYG is significantly larger than SPMO — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SPMO has delivered higher annualized returns.
  • SPYG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPYGSPMO
Annual cost (TER)0.04%0.13%
Fund size (AUM)$49.5B$16.0B
Since20002015
Dividend yield0.50%0.76%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+34.8%+42.0%
CAGR 3Y+28.8%+39.6%
CAGR 5Y+16.1%+23.3%
Sharpe 3Y1.241.64
Volatility 1Y16.15%17.45%
Max drawdown-32.67%-30.95%

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

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