SPHBvsJMOMETF Comparison
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Invesco S&P 500® High Beta ETF (SPHB) belongs to the US Large Cap segment. JPMorgan US Momentum Factor ETF (JMOM) is part of the US Multi-Factor segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Industrials. SPHB is more expensive with a Total Expense Ratio (TER) of 0.25%, versus 0.12% for JMOM. SPHB is up 26.52% year-to-date (YTD) with +$127M in YTD flows. JMOM performs worse with 21.51% YTD performance, and +$573M in YTD flows. Run a side-by-side ETF comparison of SPHB and JMOM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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SPHB vs JMOM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/18/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SPHB JMOM | +0.64%-1.94% | -4.80%-1.97% | +26.52%+21.51% | +34.08%+22.50% | +107.03%+100.43% | +112.35%+94.00% |
| Flows | SPHB JMOM | -$39M+$91M | -$115M+$271M | +$127M+$573M | +$247M+$478M | -$6M+$1.57B | -$575M+$1.64B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SPHB JMOM | +30.43%+17.25% | +27.41%+16.94% | +26.56%+17.15% | +28.08%+19.03% |
| Max drawdown | SPHB JMOM | -14.32%-8.05% | -14.32%-8.05% | -29.29%-19.32% | -31.53%-28.26% |
| Max drawdown duration | SPHB JMOM | 88d45d | 88d45d | 151d125d | 765d804d |
Trading data
SPHB | JMOM | |
Last sale 9/18/2026 at 1:30 PM | $147.47 | $82.47 |
| Previous close 09/17/2026 | $145.50 | $82.29 |
| Consolidated volume 09/17/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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SPHB | JMOM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/18/2026 at 1:30 PM
Live
Closed
SPHB | JMOM | |
|---|---|---|
| Last price | $147.47 | $82.47 |
| 1D performance | +1.35% | +0.22% |
| AuM | $906.79 M | $2.72 B |
| E/R | 0.25% | 0.12% |
Characteristics
SPHB | JMOM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Invesco | J.P. Morgan Asset Management |
| Benchmark | S&P 500 High Beta Index | JP Morgan US Momentum Factor Index |
| N° of holdings | 100 | 289 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 5, 2011 | November 9, 2017 |
| ESG | No | No |
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Exposure
Countries
SPHB
USA
94.79%
Other
5.21%
JMOM
USA
97.1%
Other
2.9%
Sectors
SPHB
Technology
39.73%
Finance
16.99%
Industrials
15.47%
Consumer Cyclical.
7.33%
Other
20.48%
JMOM
Technology
38.42%
Finance
13.04%
Industrials
12.53%
Healthcare
10.29%
Consumer Non-Cycl.
7.56%
Other
18.16%
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Diversification
SPHB
Total weight of top 15 holdings out of 15
22.05%
JMOM
Total weight of top 15 holdings out of 15
24.27%
Top 15 holdings
Data as of July 31, 2026
SPHB
Robinhood Markets, Inc.
2.03%
Micron Technology, Inc.
1.59%
United Airlines Holdings, Inc.
1.57%
Norwegian Cruise Line Holdings Ltd.
1.54%
Dell Technologies, Inc.
1.51%
Datadog, Inc.
1.50%
Coinbase Global, Inc.
1.50%
Sandisk Corp.
1.44%
Hewlett Packard Enterprise Co.
1.40%
Advanced Micro Devices, Inc.
1.37%
Arista Networks, Inc.
1.36%
Carnival Corp. Ltd.
1.34%
Zebra Technologies Corp.
1.33%
Delta Air Lines, Inc.
1.31%
Block, Inc.
1.28%
JMOM
Apple, Inc.
2.22%
Broadcom Inc.
2.05%
Advanced Micro Devices, Inc.
1.98%
NVIDIA Corp.
1.95%
Johnson & Johnson
1.95%
Micron Technology, Inc.
1.88%
Alphabet, Inc.
1.86%
Meta Platforms, Inc.
1.65%
Microsoft Corp.
1.65%
Walmart, Inc.
1.27%
Intel Corp.
1.23%
Caterpillar, Inc.
1.19%
Costco Wholesale Corp.
1.17%
GE Aerospace
1.10%
AbbVie, Inc.
1.10%
Frequently asked questions about SPHB and JMOM
How have the SPHB and JMOM ETFs performed in 2026?
As of September 18, 2026, SPHB is up 26.52% year-to-date (YTD), while JMOM has returned 21.51%. That puts SPHB better performer ahead so far this year.
Which ETF is attracting more investor money: SPHB or JMOM?
Year-to-date, the SPHB ETF saw +$127M in flows, compared to +$573M for JMOM.
Which ETF is more volatile: SPHB or JMOM?
Over the past year, SPHB had a volatility of 27.41%, while JMOM experienced 16.94%.
Which ETF is bigger: SPHB or JMOM?
As of September 18, 2026, SPHB holds $906.79 M in assets under management (AUM), while JMOM manages $2.72 B.
What sectors do the SPHB and JMOM ETFs invest in?
SPHB leans toward sectors like Technology, Finance and Industrials. Meanwhile, JMOM focuses on Technology, Finance and Industrials.
What are the top holdings of the SPHB ETF and JMOM ETF?
SPHB top holdings include Robinhood Markets, Inc., Micron Technology, Inc. and United Airlines Holdings, Inc.. JMOM holds in its top three: Apple, Inc., Broadcom Inc. and Advanced Micro Devices, Inc..
Which ETF is more diversified: SPHB or JMOM?
SPHB holds 100 securities with 22.05% of its assets in the top 15. JMOM has 289 securities and a top 15 weight of 24.27%.
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