SPMO vs VOO

Quick Verdict

VOO has a lower expense ratio. SPMO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: SPMOMore Diversified: VOO

Side-by-Side Comparison

MetricSPMOVOOWinner
Expense Ratio0.13%0.03%
AUM$22.5B$997.4B
Dividend Yield0.73%1.08%
Holdings101509
YTD Return+28.67%+14.27%
1Y Return+30.89%+21.79%
3Y Return (annualized)+39.23%+22.19%
5Y Return (annualized)+21.30%+13.28%
Volatility (annualized)17.6%14.2%
Max Drawdown-31.3%-34.3%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
InceptionOct 9, 2015Sep 7, 2010

SPMO vs VOO Performance

Invesco S&P 500 Momentum ETF (SPMO) is a ETF from Invesco (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SPMO returned +30.89% while VOO returned +21.79%. Year to date, SPMO is up 28.67% versus a gain of 14.27% for VOO.

Over three years, SPMO compounded at +39.23% per year against +22.19% for VOO; over five years the annualized figures are +21.30% and +13.28% respectively. Across the full 11-year window we track, SPMO has the edge at +18.76% annualized vs +13.59%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPMO has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 14.2% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -31.3% for SPMO and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SPMO charges 0.13% per year while VOO charges 0.03%. On a $10,000 position that is $13 vs $3 annually, a gap of $10 per year that compounds over a long holding period. On income, SPMO currently yields 0.73% against 1.08% for VOO.

Holdings Overlap

38.2%overlap

SPMO and VOO share 98 holdings out of 506 unique holdings combined, representing a 38.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SPMOWeight in VOODifference
NVDA7.41%7.51%0.10%
MU12.00%2.02%9.98%
AVGO6.00%2.77%3.23%
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AMDProProPro
LRCXProProPro
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INTCProProPro
CATProProPro
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Frequently Asked Questions

Which is cheaper, SPMO or VOO?

SPMO has an expense ratio of 0.13% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $10 per year of difference.

Which performed better, SPMO or VOO?

Over the past year SPMO returned +30.89% vs +21.79% for VOO, so SPMO leads on 1-year performance. Over the longest common window we track (11 years), SPMO annualized +18.76% vs +13.59% for VOO. Past performance does not guarantee future results.

Which is riskier, SPMO or VOO?

SPMO has been the more volatile fund at 17.6% annualized versus 14.2% for VOO. Worst drawdown: SPMO -31.3% vs VOO -34.3%.

Should I hold both SPMO and VOO?

SPMO and VOO have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SPMO and VOO?

SPMO and VOO share 98 common holdings with a 38.2% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, SPMO or VOO?

SPMO yields 0.73% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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