Invesco S&P 500 Momentum ETF (SPMO) — ()

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ETF of the Week: Invesco S&P 500 Momentum ETF (SPMO)

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Sentiment: Neutral ()

VettaFi's Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Momentum ETF (SPMO) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more …

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image for news ETF of the Week: Invesco S&P 500 Momentum ETF (SPMO)
Momentum ETFs Regaining Mojo

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Sentiment: Positive ()

Markets may be fretting over Federal Reserve policy and economic soft landings, but a handful of momentum ETFs have quietly been stealing the show. Across the array of factor funds, …

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Enough “momentum” to carry through uncertainty?

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Sentiment: Neutral ()

Jay Jacobs, BlackRock head of U.S. equity ETFs, joins CNBC's Dom Chu on ‘ETF Edge' to debate the momentum trade and if it is insulated from the tariff and economic …

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image for news Enough “momentum” to carry through uncertainty?
Court Ruling Lifts Markets: High Beta, Momentum ETFs in Focus

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Sentiment: Positive ()

Court ruling halts Trump-era tariffs, boosting stocks and spotlighting high-beta, momentum ETFs like SPHB, MTUM, XMMO, SPMO and XSMO.

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Time to Capitalize on Market Moves With Momentum ETFs?

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Sentiment: Positive ()

Momentum investing is likely to be a winning strategy for those seeking higher returns in a short spell.

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image for news Time to Capitalize on Market Moves With Momentum ETFs?
SPMO: Don't Chase Momentum Now

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Sentiment: Positive ()

Momentum has outperformed recently, but its run appears overextended and concentrated in a few mega-cap stocks, increasing risk. Valuations for SPMO and the market-cap S&P 500 are elevated, while equal-weighted …

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image for news SPMO: Don't Chase Momentum Now
SPMO: Recent Performance Again Shows The Fund's Effective Strategy

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Sentiment: Positive ()

The Invesco S&P 500 Momentum ETF has consistently outperformed the S&P 500 since its inception in 2015, delivering 338.1% returns versus 231.2%. SPMO's strategy of targeting top 100 momentum stocks …

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image for news SPMO: Recent Performance Again Shows The Fund's Effective Strategy
SPMO: A Portfolio Built On The Past, For An Uncertain Future

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Sentiment: Negative ()

SPMO's latest rebalance increased exposure to Consumer Cyclical, Consumer Defensive, and Communication Services while reducing Healthcare. These are sectors that have reached statistically attractive relative valuations (multiples). In fact, the …

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image for news SPMO: A Portfolio Built On The Past, For An Uncertain Future
SPMO: Momentum Unwinding As Top Performers Face Largest Declines

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Sentiment: Positive ()

The Invesco Momentum ETF, SPMO, has historically outperformed with a superior risk-reward profile but is now showing signs of underperformance. Momentum investing thrives in stable markets but struggles in choppy …

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image for news SPMO: Momentum Unwinding As Top Performers Face Largest Declines

About Invesco S&P 500 Momentum ETF SPMO

The Invesco S&P 500 Momentum ETF (Fund) is based on the S&P 500 Momentum Index (Index). The Fund generally will invest at least 90% of its total assets in the securities that comprise the Index. The Index tracks the performance of stocks in the S&P 500 Index that have a high "momentum score". The Fund and Index are reconstituted and rebalanced twice a year on the third Fridays of March and September. Constituents are weighted by their market capitalization and their momentum score. As of 05/31/2025 the Fund had an overall rating of 5 stars out of 1257 funds and was rated 5 stars out of 1257 funds, 5 stars out of 1155 funds and N/A stars out of N/A funds for the 3-, 5- and 10- year periods, respectively. Source: Morningstar Inc. Ratings are based on a risk-adjusted return measure that accounts for variation in a fund's monthly performance, placing more emphasis on downward variations and rewarding consistent performance. Open-end mutual funds and exchange-traded funds are considered a single population for comparison purposes. Ratings are calculated for funds with at least a three year history. The overall rating is derived from a weighted average of three-, five- and 10-year rating metrics, as applicable, excluding sales charges and including fees and expenses. ©2025 Morningstar Inc. All rights reserved. The information contained herein is proprietary to Morningstar and/or its content providers. It may not be copied or distributed and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance does not guarantee future results. The top 10% of funds in a category receive five stars, the next 22.5% four stars, the next 35% three stars, the next 22.5% two stars and the bottom 10% one star. Ratings are subject to change monthly. Had fees not been waived and/or expenses reimbursed currently or in the past, the Morningstar rating would have been lower. Ratings for other share classes may differ due to different performance characteristics.