Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SPMO (Invesco S&P 500 Momentum ETF) 20.76% 35.34% 39.04% 22.11% 20.03% NA NA
Data as of 06/10/2026, Common starting date is 10/12/2015
More Performance Analytics Comparison
Name Start Date End Date
SPMO (Invesco S&P 500 Momentum ETF) 10/12/2015 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) -7.36 35.34 39.04 22.11 20.03 NA NA 20.76 26.58 45.81 17.56 -10.45 22.64 28.27 25.93 -0.90 27.75 7.16 2.79
Sharpe Ratio NA 1.88 1.84 1.03 0.90 NA NA 2.34 1.04 2.31 1.07 -0.52 1.33 0.77 1.91 -0.10 2.86 0.66 1.18
Standard Deviation(%) NA 18.61 19.73 19.44 20.44 NA NA 23.25 22.86 18.27 13.17 22.76 17.05 36.40 12.79 22.25 9.52 10.49 11.07
Draw Down(%) NA 12.70 20.13 22.73 30.92 NA NA 10.98 20.13 13.16 8.63 22.73 10.68 30.92 5.91 23.38 3.06 9.11 3.55
Yield(%) 0.00 0.95 1.44 1.40 2.42 1.70 1.28 0.27 0.91 0.71 1.91 1.46 0.65 1.59 1.73 1.03 0.98 1.85 0.37
Data as of 06/10/2026, Common starting date is 10/12/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPMO (Invesco S&P 500 Momentum ETF) 5.99%
Aug 2020 – Aug 2023
8.76%
Sep 2018 – Sep 2023
17.16%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPMO (Invesco S&P 500 Momentum ETF) 42.96%
May 2023 – May 2026
23.52%
May 2021 – May 2026
20.60%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return