STRK vs. SPMO
STRK (Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock) is a stock, while SPMO (Invesco S&P 500 Momentum ETF) is Momentum fund tracking the S&P 500 Momentum Index. Over the past year, STRK returned -33.35% vs 43.55% for SPMO. At a 0.34 correlation, their price movements are largely independent.
Performance
STRK vs. SPMO - Performance Comparison
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Returns By Period
In the year-to-date period, STRK achieves a -16.60% return, which is significantly lower than SPMO's 29.91% return.
STRK
- 1D
- 0.25%
- 1M
- -13.21%
- YTD
- -16.60%
- 6M
- -20.81%
- 1Y
- -33.35%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SPMO
- 1D
- -4.53%
- 1M
- 6.65%
- YTD
- 29.91%
- 6M
- 28.13%
- 1Y
- 43.55%
- 3Y*
- 42.47%
- 5Y*
- 22.89%
- 10Y*
- 21.03%
STRK vs. SPMO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | -16.60% | -0.74% |
SPMO Invesco S&P 500 Momentum ETF | 29.91% | 18.00% |
Correlation
The correlation between STRK and SPMO is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Feb 6, 2025 | 0.34 |
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Return for Risk
STRK vs. SPMO — Risk / Return Rank
STRK
SPMO
STRK vs. SPMO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) and Invesco S&P 500 Momentum ETF (SPMO). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| STRK | SPMO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.05 | ||
| Sortino ratioReturn per unit of downside risk | -4.15 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.39 | -0.55 |
| Calmar ratioReturn relative to maximum drawdown | -0.73 | 3.45 | -4.18 |
| Martin ratioReturn relative to average drawdown | -1.11 | 12.97 | -14.08 |
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Drawdowns
STRK vs. SPMO - Drawdown Comparison
The maximum STRK drawdown since its inception was -45.54%, which is greater than SPMO's maximum drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for STRK and SPMO.
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Drawdown Indicators
| STRK | SPMO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.54% | -30.95% | -14.59% |
Max Drawdown (1Y)Largest decline over 1 year | -45.54% | -12.70% | -32.84% |
Max Drawdown (3Y)Largest decline over 3 years | — | -20.13% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.74% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.95% | — |
Current DrawdownCurrent decline from peak | -45.41% | -4.53% | -40.88% |
Average DrawdownAverage peak-to-trough decline | -22.46% | -4.59% | -17.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.19% | 3.37% | +26.82% |
Volatility
STRK vs. SPMO - Volatility Comparison
Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock (STRK) and Invesco S&P 500 Momentum ETF (SPMO) have volatilities of 12.22% and 11.75%, 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
| STRK | SPMO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.22% | 11.75% | +0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 23.94% | 17.78% | +6.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.44% | 20.55% | +15.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.63% | 19.88% | +15.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.63% | 20.60% | +15.03% |
Dividends
STRK vs. SPMO - Dividend Comparison
STRK's dividend yield for the trailing twelve months is around 16.57%, more than SPMO's 0.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPMO Invesco S&P 500 Momentum ETF | 0.68% | 0.73% | 0.48% | 1.63% | 1.66% | 0.52% | 1.27% | 1.39% | 1.05% | 0.77% | 1.94% | 0.36% |
STRK Strategy Inc. 8.00% Series A Perpetual Strike Preferred Stock | 16.57% | 9.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
STRK and SPMO have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
STRK has higher volatility (12.22%) compared to SPMO (11.75%). In terms of maximum drawdown, STRK dropped -45.54% vs SPMO's -30.95%.
SPMO currently has the higher Sharpe Ratio (2.13 vs -0.92), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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