SPMO - ETF AI Analysis
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Invesco S&P 500 Momentum ETF (SPMO)
SPMO, the Invesco S&P 500 Momentum ETF, earns a solid overall rating largely because it is heavily invested in leaders like Apple and Alphabet, which combine strong financial performance with growth opportunities in services, AI, and cloud computing. Micron and AMD further support the fund’s quality through their momentum in AI-related chips and data center markets, although high valuations and some profitability and cash flow challenges at holdings like Intel slightly weigh on the rating. The main risk is the fund’s concentration in technology and AI-focused companies, which can make performance more sensitive to shifts in that sector.
SPMO vs. SPDR S&P 500 ETF (SPY)
- AUM
- 22.70B
- Region
- North America
- Expense Ratio
- 0.13%
- Beta
- 1.29
- Issuer
- Invesco
- Inception Date
- Oct 09, 2015
- Dividend Yield
- 0.77%
- Asset Class
- Equity
- Index Tracked
- S&P 500 Momentum Index
SPMO Summary
SPMO is the Invesco S&P 500 Momentum ETF, which follows the S&P 500 Momentum Index. It focuses on large U.S. companies whose stock prices have been rising strongly, with a big tilt toward technology and other major sectors. Well-known holdings include Apple and Alphabet (Google’s parent company), along with firms like Exxon Mobil and Johnson & Johnson. Investors might consider SPMO if they want growth potential from leading U.S. stocks while still staying diversified across many companies. A key risk is that momentum stocks can fall quickly if trends reverse, and the fund can go up and down with the overall stock market.
How much will it cost me?
This ETF has an expense ratio of 0.13%, which means you’ll pay about $1.30 per year for every $1,000 invested. That cost is slightly higher than the cheapest broad S&P 500 index funds because this is a rules-based momentum strategy rather than a plain vanilla passive index.
What would affect this ETF?
SPMO is heavily tilted toward large U.S. technology and communication companies like Apple, Alphabet, and major chip makers, so strong demand for tech, innovation in AI, and a healthy U.S. economy could boost its future performance. On the downside, rising interest rates, tighter regulations on big tech, or a broad market downturn could hurt high-momentum growth stocks, while its focus on U.S. large caps means it may miss out if other regions or smaller companies start to lead.
SPMO Top 10 Holdings
SPMO is leaning hard into U.S. tech momentum, with Micron and AMD acting as the fund’s main engines as chip and AI enthusiasm keeps them rising, even if the ride has been a bit bumpy over the past few months. Apple is steady and still a core pillar, helping smooth out volatility. Intel and Lam Research show more mixed patterns, occasionally losing steam and holding back returns. Alphabet’s twin share classes add another tech-heavy layer, while Exxon Mobil and Johnson & Johnson provide a calmer, defensive counterweight to this largely U.S.-focused growth story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 10.02% | $2.24B | $5.09T | 29.37% | 79Outperform |
 MU | Micron | 8.87% | $1.98B | $1.06T | 312.24% | 79Outperform |
 AMD | Advanced Micro Devices | 5.55% | $1.24B | $924.67B | 114.29% | 73Outperform |
 JNJ | Johnson & Johnson | 4.99% | $1.11B | $662.49B | 47.48% | 78Outperform |
 GOOGL | Alphabet Class A | 4.22% | $941.88M | $3.46T | 3.37% | 85Outperform |
 INTC | Intel | 4.53% | $1.01B | $486.69B | 122.71% | 64Neutral |
 GOOG | Alphabet Class C | 3.41% | $760.85M | $3.46T | 2.60% | 82Outperform |
 XOM | Exxon Mobil | 3.64% | $812.76M | $753.67B | 57.40% | 74Outperform |
 CSCO | Cisco Systems | 2.47% | $550.16M | $428.13B | 52.24% | 77Outperform |
 LRCX | Lam Research | 2.46% | $549.91M | $317.78B | 58.33% | 77Outperform |
SPMO Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPMO, the sentiment is Negative. The current price of 142.40 is below the 20-day moving average (MA) of 145.85, below the 50-day MA of 147.49, and above the 200-day MA of 137.52, indicating a neutral trend. The MACD of -2.11 indicates Positive momentum. The RSI at 42.67 is Neutral, neither overbought nor oversold. The STOCH value of 77.00 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SPMO.
SPMO Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SPMO | $142.40 | $162.00(13.76% Upside) | $22.70B | 0.13% | 75Outperform |
 VOO | $707.32 | $884.08(24.99% Upside) | $1.07T | 0.03% | 74Outperform |
 IVV | $772.97 | $954.30(23.46% Upside) | $889.34B | 0.03% | 74Outperform |
 SPY | $769.36 | $955.41(24.18% Upside) | $816.07B | 0.09% | 74Outperform |
 QQQ | $715.34 | $949.90(32.79% Upside) | $487.60B | 0.18% | 72Outperform |
 SPYM | $90.59 | $111.70(23.30% Upside) | $185.90B | 0.02% | 74Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SPMO | Invesco S&P 500 Momentum ETF | 142.40 | 21.77 | 18.05% | |
| VOO | Vanguard S&P 500 ETF | 707.32 | 86.21 | 13.88% | |
| IVV | iShares Core S&P 500 ETF | 772.97 | 94.31 | 13.90% | |
| SPY | SPDR S&P 500 ETF Trust | 769.36 | 93.31 | 13.80% | |
| QQQ | Invesco QQQ Trust | 715.34 | 86.22 | 13.70% | |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | 90.59 | 11.07 | 13.92% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.