SPVM vs. FXIFX
Compare and contrast key facts about Invesco S&P 500 Value with Momentum ETF (SPVM) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX).
SPVM is a passively managed fund by Invesco that tracks the performance of the S&P 500 High Momentum Value Index. It was launched on Jun 16, 2011. FXIFX is managed by Fidelity. It was launched on Oct 2, 2009.
Performance
SPVM vs. FXIFX - Performance Comparison
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SPVM vs. FXIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPVM Invesco S&P 500 Value with Momentum ETF | 2.19% | 20.47% | 15.64% | 5.53% | -2.10% | 28.86% | -3.18% | 29.33% | -9.17% | 14.70% |
FXIFX Fidelity Freedom Index 2030 Fund Investor Class | -2.61% | 15.89% | 9.50% | 15.10% | -16.55% | 10.84% | 14.34% | 22.07% | -5.64% | 18.05% |
Returns By Period
In the year-to-date period, SPVM achieves a 2.19% return, which is significantly higher than FXIFX's -2.61% return. Over the past 10 years, SPVM has outperformed FXIFX with an annualized return of 11.59%, while FXIFX has yielded a comparatively lower 8.19% annualized return.
SPVM
- 1D
- 1.49%
- 1M
- -3.93%
- YTD
- 2.19%
- 6M
- 5.84%
- 1Y
- 22.71%
- 3Y*
- 15.71%
- 5Y*
- 10.53%
- 10Y*
- 11.59%
FXIFX
- 1D
- 0.14%
- 1M
- -6.14%
- YTD
- -2.61%
- 6M
- -0.52%
- 1Y
- 11.87%
- 3Y*
- 10.36%
- 5Y*
- 5.23%
- 10Y*
- 8.19%
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SPVM vs. FXIFX - Expense Ratio Comparison
SPVM has a 0.39% expense ratio, which is higher than FXIFX's 0.12% expense ratio.
Return for Risk
SPVM vs. FXIFX — Risk / Return Rank
SPVM
FXIFX
SPVM vs. FXIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Value with Momentum ETF (SPVM) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX). 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.
| SPVM | FXIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 1.20 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.94 | 1.72 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.25 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 1.50 | +0.45 |
Martin ratioReturn relative to average drawdown | 9.14 | 6.72 | +2.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SPVM | FXIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.20 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.51 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.73 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.70 | -0.09 |
Correlation
The correlation between SPVM and FXIFX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SPVM vs. FXIFX - Dividend Comparison
SPVM's dividend yield for the trailing twelve months is around 2.03%, less than FXIFX's 3.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPVM Invesco S&P 500 Value with Momentum ETF | 2.03% | 2.02% | 1.91% | 2.45% | 2.33% | 1.41% | 2.11% | 2.40% | 3.10% | 1.68% | 2.80% | 2.67% |
FXIFX Fidelity Freedom Index 2030 Fund Investor Class | 3.43% | 3.34% | 2.67% | 2.26% | 2.69% | 2.13% | 2.40% | 16.73% | 2.13% | 1.84% | 1.94% | 2.02% |
Drawdowns
SPVM vs. FXIFX - Drawdown Comparison
The maximum SPVM drawdown since its inception was -45.35%, which is greater than FXIFX's maximum drawdown of -23.90%. Use the drawdown chart below to compare losses from any high point for SPVM and FXIFX.
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Drawdown Indicators
| SPVM | FXIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.35% | -23.90% | -21.45% |
Max Drawdown (1Y)Largest decline over 1 year | -12.37% | -7.46% | -4.91% |
Max Drawdown (5Y)Largest decline over 5 years | -19.48% | -23.28% | +3.80% |
Max Drawdown (10Y)Largest decline over 10 years | -45.35% | -23.90% | -21.45% |
Current DrawdownCurrent decline from peak | -4.34% | -6.30% | +1.96% |
Average DrawdownAverage peak-to-trough decline | -5.03% | -3.63% | -1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 1.67% | +0.97% |
Volatility
SPVM vs. FXIFX - Volatility Comparison
Invesco S&P 500 Value with Momentum ETF (SPVM) and Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) have volatilities of 3.55% and 3.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPVM | FXIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.55% | 3.54% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.53% | 5.85% | +2.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.68% | 10.09% | +6.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 10.28% | +6.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.59% | 11.21% | +8.38% |