SPMOvsEFIVETF Comparison
Invesco S&P 500® Momentum ETF (SPMO) belongs to the US Multi-Factor segment. State Street SPDR S&P 500 ESG ETF (EFIV) is part of the US Large Cap segment. SPMO's top 3 sector exposures are Information Technology, Industrials and Communication Services. In contrast, EFIV's top sector exposures are Information Technology, Communication Services and Health Care. SPMO is more expensive with a Total Expense Ratio (TER) of 0.13%, versus 0.1% for EFIV. SPMO is up 24.3% year-to-date (YTD) with +$2.91B in YTD flows. EFIV performs worse with 8.62% YTD performance, and -$146M in YTD flows. Run a side-by-side ETF comparison of SPMO and EFIV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SPMO vs EFIV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SPMO EFIV | +2.80%+0.52% | +24.34%+9.38% | +24.30%+8.62% | +39.60%+27.52% | +176.05%+78.37% | +181.89%+94.24% |
| Flows | SPMO EFIV | +$1.11B+$11M | +$2.95B+$12M | +$2.91B-$146M | +$6.88B-$280M | +$13.92B-$390M | +$14.05B+$228M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SPMO EFIV | +27.23%+15.34% | +18.76%+12.18% | +19.82%+14.98% | +19.47%+17.09% |
| Max drawdown | SPMO EFIV | -9.33%-6.44% | -12.63%-9.48% | -20.01%-19.22% | -22.63%-24.63% |
| Max drawdown duration | SPMO EFIV | 29d29d | 163d64d | 88d205d | 707d695d |
SPMO | EFIV | |
Last sale 6/9/2026 at 5:24 PM | $144.58 | $70.68 |
| Previous close 06/08/2026 | $147.88 | $71.69 |
| Consolidated volume 06/08/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SPMO | EFIV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SPMO | EFIV | |
|---|---|---|
| Last price | $144.58 | $70.68 |
| 1D performance | -2.23% | -1.41% |
| AuM | $19.91 B | $1.08 B |
| E/R | 0.13% | 0.1% |
SPMO | EFIV | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Invesco | State Street Investment Management |
| Benchmark | S&P 500 Momentum Index | S&P 500 Scored & Screened Index |
| N° of holdings | 92 | 314 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 9, 2015 | July 28, 2020 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
