(SPMO) SP500 Momentum - Overview
Etf: Momentum Stocks, Large Cap, Equities, US Market
Dividends
| Dividend Yield | 0.77% |
| Yield on Cost 5y | 1.68% |
| Yield CAGR 5y | 26.87% |
| Payout Consistency | 82.4% |
| Payout Ratio | - |
| Risk 5d forecast | |
|---|---|
| Volatility | 20.0% |
| Relative Tail Risk | 2.78% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.64 |
| Alpha | 1.39 |
| Character TTM | |
|---|---|
| Beta | 1.128 |
| Beta Downside | 1.129 |
| Drawdowns 3y | |
|---|---|
| Max DD | 20.13% |
| CAGR/Max DD | 1.51 |
Description: SPMO SP500 Momentum January 04, 2026
The Invesco S&P 500® Momentum ETF (NYSE ARCA: SPMO) seeks to track an index that selects roughly the 100 S&P 500 constituents with the highest recent price-momentum scores, allocating at least 90 % of assets to those securities. Because it concentrates on a narrow, high-momentum slice of the large-cap universe, the fund is inherently non-diversified and its performance can be highly sensitive to short-term market swings.
Key quantitative drivers to watch include the fund’s 12-month price-appreciation rank (the primary momentum metric), its average turnover rate (typically above 30 % annually, reflecting frequent rebalancing), and sector exposure-historically, technology and consumer discretionary stocks dominate the top-momentum slots, especially when earnings growth outpaces inflation. Macro-level factors such as the Fed’s policy stance on interest rates and the U.S. consumer confidence index often influence momentum persistence, as tighter monetary conditions can compress equity valuations and erode recent price gains.
If you’re interested in digging deeper into the fund’s risk-adjusted returns and how its momentum tilt behaves across business cycles, ValueRay offers a transparent, data-first platform that can help you model those dynamics.
What is the price of SPMO shares?
Over the past week, the price has changed by -0.03%, over one month by -1.00%, over three months by +1.69% and over the past year by +17.42%.
Is SPMO a buy, sell or hold?
What are the forecasts/targets for the SPMO price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 148.4 | 23.9% |
SPMO Fundamental Data Overview February 03, 2026
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 13.42b USD (13.42b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 13.42b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 13.42b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 10.07% (E(13.42b)/V(13.42b) * Re(10.07%) + (debt-free company))
Discount Rate = 10.07% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)