PortfoliosLab logoPortfoliosLab logo
EEMO vs. SMOM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EEMO vs. SMOM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P Emerging Markets Momentum ETF (EEMO) and Symmetry Panoramic Sector Momentum ETF (SMOM). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, EEMO achieves a 36.85% return, which is significantly higher than SMOM's 9.53% return.


EEMO

1D
-2.42%
1M
10.83%
YTD
36.85%
6M
37.37%
1Y
51.13%
3Y*
24.00%
5Y*
6.67%
10Y*
8.50%

SMOM

1D
-0.27%
1M
4.63%
YTD
9.53%
6M
10.08%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EEMO vs. SMOM - Yearly Performance Comparison


Correlation

The correlation between EEMO and SMOM is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 11, 2025

0.64

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

EEMO vs. SMOM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EEMO
EEMO Risk / Return Rank: 6969
Overall Rank
EEMO Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
EEMO Sortino Ratio Rank: 6565
Sortino Ratio Rank
EEMO Omega Ratio Rank: 7171
Omega Ratio Rank
EEMO Calmar Ratio Rank: 7171
Calmar Ratio Rank
EEMO Martin Ratio Rank: 7575
Martin Ratio Rank

SMOM
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EEMO vs. SMOM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P Emerging Markets Momentum ETF (EEMO) and Symmetry Panoramic Sector Momentum ETF (SMOM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


EEMOSMOMDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.42

Calmar ratioReturn relative to maximum drawdown

3.48

Martin ratioReturn relative to average drawdown

13.93

EEMO vs. SMOM - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


EEMOSMOMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.39

Sharpe Ratio (All Time)

Calculated using the full available price history

0.13

1.41

-1.28

Drawdowns

EEMO vs. SMOM - Drawdown Comparison

The maximum EEMO drawdown since its inception was -48.47%, which is greater than SMOM's maximum drawdown of -7.45%. Use the drawdown chart below to compare losses from any high point for EEMO and SMOM.


Loading charts...

Drawdown Indicators


EEMOSMOMDifference

Max Drawdown

Largest peak-to-trough decline

-48.47%

-7.45%

-41.02%

Max Drawdown (1Y)

Largest decline over 1 year

-14.75%

Max Drawdown (3Y)

Largest decline over 3 years

-26.06%

Max Drawdown (5Y)

Largest decline over 5 years

-34.03%

Max Drawdown (10Y)

Largest decline over 10 years

-46.57%

Current Drawdown

Current decline from peak

-3.71%

-0.27%

-3.44%

Average Drawdown

Average peak-to-trough decline

-20.17%

-1.47%

-18.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.68%

Volatility

EEMO vs. SMOM - Volatility Comparison


Loading charts...

Volatility by Period


EEMOSMOMDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.18%

Volatility (6M)

Calculated over the trailing 6-month period

22.26%

Volatility (1Y)

Calculated over the trailing 1-year period

24.58%

12.59%

+11.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.36%

12.59%

+6.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.59%

12.59%

+9.00%

EEMO vs. SMOM - Expense Ratio Comparison

EEMO has a 0.31% expense ratio, which is lower than SMOM's 0.63% expense ratio.


Dividends

EEMO vs. SMOM - Dividend Comparison

EEMO's dividend yield for the trailing twelve months is around 1.68%, more than SMOM's 0.15% yield.


PositionTTM20252024202320222021202020192018201720162015
EEMO
Invesco S&P Emerging Markets Momentum ETF
1.68%2.31%2.57%3.65%3.82%1.51%1.53%2.13%13.10%5.13%1.55%2.92%
SMOM
Symmetry Panoramic Sector Momentum ETF
0.15%0.16%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


EEMO and SMOM have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EEMO is cheaper at 0.31% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EEMO is cheaper with a 0.31% expense ratio, compared with 0.63% for SMOM.

EEMO has the higher dividend yield at 1.68%, compared with 0.15% for SMOM.

EEMO is categorized as Momentum, while SMOM is Large Cap Blend Equities. They also come from different issuers: Invesco and Symmetry Partners. Their fees differ too: 0.31% for EEMO and 0.63% for SMOM.

Portfolio Optimizer

Find the right allocation for EEMO and SMOM

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer