Invesco S&P 500® Momentum ETF (SPMO)
SPMO is a passive ETF by Invesco tracking the investment results of the S&P 500 Momentum Index. SPMO launched on Oct 9, 2015 and has a 0.13% expense ratio.
ETF Info
| ISIN | US73936Q6787 |
|---|---|
| CUSIP | 73936Q678 |
| Issuer | Invesco |
| Inception Date | Oct 9, 2015 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities |
| Index Tracked | S&P 500 Momentum Index |
| Home Page | www.invesco.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
SPMO features an expense ratio of 0.13%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Invesco S&P 500® Momentum ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Invesco S&P 500® Momentum ETF had a return of 24.38% year-to-date (YTD) and 51.84% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 24.38% | 11.29% |
| 1 month | 4.11% | 4.87% |
| 6 months | 33.08% | 17.88% |
| 1 year | 51.84% | 29.16% |
| 5 years (annualized) | 17.26% | 13.20% |
| 10 years (annualized) | N/A | 10.97% |
Monthly Returns
The table below presents the monthly returns of SPMO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 5.64% | 11.49% | 4.16% | -5.45% | 24.38% | ||||||||
| 2023 | -0.46% | -4.56% | 1.77% | 2.90% | -5.51% | 6.05% | 1.76% | 2.37% | -1.23% | -1.99% | 9.81% | 6.51% | 17.57% |
| 2022 | -6.37% | -2.04% | 3.56% | -8.53% | 1.56% | -8.20% | 7.91% | -2.95% | -6.98% | 13.58% | 3.17% | -3.16% | -10.46% |
| 2021 | 0.18% | -1.44% | 1.65% | 5.36% | -0.79% | 7.17% | 2.23% | 4.59% | -4.68% | 7.37% | -2.91% | 2.66% | 22.64% |
| 2020 | 3.01% | -8.29% | -8.55% | 11.11% | 6.80% | 2.57% | 7.66% | 8.49% | -1.67% | -4.28% | 7.69% | 3.02% | 28.25% |
| 2019 | 9.15% | 3.93% | 2.82% | 1.03% | -2.48% | 4.82% | 0.86% | -0.38% | 0.31% | -0.27% | 1.97% | 1.98% | 25.93% |
| 2018 | 7.29% | -0.50% | -3.96% | 1.41% | 3.95% | -0.01% | 3.54% | 4.46% | 1.37% | -9.81% | 1.59% | -8.73% | -0.92% |
| 2017 | 0.91% | 3.98% | -1.88% | 2.61% | 1.85% | 1.54% | 2.33% | 1.06% | 1.21% | 7.78% | 2.61% | 1.01% | 27.76% |
| 2016 | -3.99% | -0.20% | 5.59% | 0.50% | 0.04% | -0.88% | 5.16% | 0.50% | -1.86% | -0.62% | 3.32% | 7.36% | |
| 2015 | 3.93% | 1.03% | -2.11% | 2.79% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SPMO is 97, placing it in the top 3% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
SPMO (Invesco S&P 500® Momentum ETF)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco S&P 500® Momentum ETF (SPMO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Invesco S&P 500® Momentum ETF granted a 1.04% dividend yield in the last twelve months. The annual payout for that period amounted to $0.85 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.85 | $1.07 | $0.95 | $0.34 | $0.67 | $0.58 | $0.36 | $0.26 | $0.53 | $0.09 |
Dividend yield | 1.04% | 1.63% | 1.66% | 0.52% | 1.27% | 1.39% | 1.05% | 0.77% | 1.94% | 0.36% |
Monthly Dividends
The table displays the monthly dividend distributions for Invesco S&P 500® Momentum ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | |||||||
| 2023 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.16 | $1.07 |
| 2022 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.30 | $0.95 |
| 2021 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.13 | $0.34 |
| 2020 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.67 |
| 2019 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.19 | $0.58 |
| 2018 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.13 | $0.36 |
| 2017 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.05 | $0.26 |
| 2016 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.08 | $0.00 | $0.12 | $0.00 | $0.00 | $0.27 | $0.53 | |
| 2015 | $0.09 | $0.09 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco S&P 500® Momentum ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Invesco S&P 500® Momentum ETF was 30.95%, occurring on Mar 23, 2020. Recovery took 74 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.95% | Feb 20, 2020 | 23 | Mar 23, 2020 | 74 | Jul 8, 2020 | 97 |
| -23.39% | Oct 2, 2018 | 58 | Dec 24, 2018 | 121 | Jun 19, 2019 | 179 |
| -22.75% | Jan 5, 2022 | 182 | Sep 26, 2022 | 306 | Dec 13, 2023 | 488 |
| -11.03% | Dec 1, 2015 | 13 | Feb 12, 2016 | 19 | Jul 25, 2016 | 32 |
| -10.67% | Feb 16, 2021 | 15 | Mar 8, 2021 | 23 | Apr 9, 2021 | 38 |
Volatility
Volatility Chart
The current Invesco S&P 500® Momentum ETF volatility is 5.36%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.