Compare · 2 funds side by side · dividends reinvested

SPMO and SPY

SPMOInvesco×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,970SPMO · best of the two

02 / 04

SPMO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B1.4

Invesco S&P 500 Momentum ETFLow-Cost Core · S&P 5000.13%0.83%+12.3%+10.3%+34.9%+17.0%−17.9%25.6%$20.8B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SPMO 2015 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Momentum ETF · $20.8B$21,970

SPMO

SPY

State Street SPDR S&P 500 ETF · $798B$17,688

$10,000 five years ago, dividends reinvested · they hold 31.8% in common

SPMOMeasureSPY

+12.3%Year to dateJan 1 → Nov 3+11.5%

+10.3%1 yearTotal return+11.8%

+34.9%3 years · per year$10,000 became $24,555 · $19,046+24.0%

+17.0%5 years · per year$10,000 became $21,970 · $17,688+12.1%

0.13%Expense ratio$13 · $9 a year on $10k · lower is better0.09%

0.83%Trailing 12-mo yield$83 · $101 a year on $10k1.01%

−17.9%Worst dropSmaller is better−8.9%

25.6%VolatilityLower is calmer12.8%

SPMOSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SPY wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPMO vs SPY: Top 5 Holdings

Today

SPMO

33.6%in top 5

SPY

in top 527.4%

SPMOStockSPY

10.4%AAPL7.7%

8.5%MUnot top 5

not top 5NVDA7.8%

not top 5MSFT5.9%

5.3%JNJnot top 5

4.9%AMDnot top 5

4.5%GOOGL2.5%

not top 5AMZN3.6%

Held in common31.8%

End-of-day Nov 3, 2026 · share of each fund

SPMO vs SPY Returns, Every Period

InvescoSPMO

+17.0%

5 years, per year

SPYSPDR

+12.1%

5 years, per year

SPMOSPYFaded: behind in that period

3–1SPMO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SPMO vs SPY

YTD

InvescoSPMO

+12.3%

SPYSPDR

+11.5%

+12.3%Year to date+11.5%

−17.9%Worst drop · 1Y−8.9%

25.6%Volatility · 1Y12.8%

0.8%Yield1.0%

$20.8BAssets$798B

3–1SPY wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPMO, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SPMO0.13%$13

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SPMO, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

SPMO0.83%$83

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

SPMO$83 − $13 = $70

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SPMO, SPY

Today

31.8%most shared, SPMO and SPY

SPMOSPY

SPMO—31.8%

SPY31.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.8%SPY, at 12.8% volatility

SPYWorst drop−8.9%12.8% vol

SPMOWorst drop−17.9%25.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPYSPMO

+11.5%Year to date+12.3%

1.0%Yield0.8%

+11.8%Past year+10.3%

0.09%Fee0.13%

3–1SPY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026