(SPMO) SP500 Momentum - Overview

ETF Category: Large Blend | Exchange: NYSE ARCA (USA) | Market Cap: 13.132m USD | Total Return: 30.6% in 12m

Etf Momentum Stocks, Large Cap, S&P 500, Top 100
Total Rating 50
Safety 64
Buy Signal 0.21
Large Blend -3.1
TER: 0.13%
AUM: 13,132m
Avg Trading Vol: 198M USD
ATR: 2.08%
Peers RS (IBD): 77.2
Risk 5d forecast
Volatility29.2%
Rel. Tail Risk1.77%
Reward TTM
Sharpe Ratio0.81
Alpha0.89
Character TTM
Beta1.241
Beta Downside0.966
Drawdowns 3y
Max DD20.13%
CAGR/Max DD1.40
Description: SPMO SP500 Momentum

The Invesco S&P 500® Momentum ETF (SPMO) seeks to track an index of roughly 100 S&P 500 constituents that exhibit the strongest recent price momentum, allocating at least 90% of its assets to those securities. By focusing on stocks with superior relative performance, the fund follows a non-diversified, momentum-driven strategy.

As of the latest reporting (Feb 2026), SPMO carries an expense ratio of 0.20% and manages about $1.2 billion in assets. The fund’s 30-day turnover is roughly 150%, reflecting its active rebalancing to capture shifting momentum. Information Technology accounts for the largest sector weight at ~35%, followed by Consumer Discretionary (~18%).

Recent market conditions that have bolstered momentum styles include the Federal Reserve’s steady-rate policy, which has supported equity risk-appetite, and robust earnings growth in the tech sector-both key drivers of SPMO’s 12-month return of approximately 12.5%.

For deeper insights, you might explore ValueRay’s analysis of SPMO.

Headlines to Watch Out For
  • Momentum stock performance dictates ETF returns
  • S&P 500 index fluctuations impact portfolio value
  • Investor sentiment shifts affect fund inflows/outflows
  • Management fees and operating expenses influence profitability
What is the price of SPMO shares? As of April 05, 2026, the stock is trading at USD 112.11 with a total of 1,867,380 shares traded.
Over the past week, the price has changed by +4.02%, over one month by -3.49%, over three months by -4.45% and over the past year by +30.58%.
Is SPMO a buy, sell or hold? SP500 Momentum has no consensus analysts rating.
What are the forecasts/targets for the SPMO price?
Wallstreet Target Price - -
Analysts Target Price - -
External Resources