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SPMO - ETF AI Analysis
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Invesco S&P 500 Momentum ETF (SPMO)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as Broadcom, Nvidia, and Palantir, have delivered strong year-to-date performance, driving the ETF’s returns.
Low Expense Ratio
The fund’s expense ratio is very low compared to many ETFs, making it cost-effective for investors.
Sector Diversification
The ETF includes exposure to multiple sectors like Technology, Financials, and Communication Services, reducing reliance on a single industry.
Negative Factors
High Concentration in Technology
Over one-third of the portfolio is allocated to Technology, increasing vulnerability to sector-specific downturns.
Limited Geographic Exposure
The ETF is almost entirely focused on U.S. companies, offering little diversification across global markets.
Recent Short-Term Volatility
The ETF’s one-month performance has declined slightly, indicating potential short-term instability.
SPMO vs. SPDR S&P 500 ETF (SPY)
AUM13.62B
RegionNorth America
Expense Ratio0.13%
Beta1.29
IssuerInvesco
Inception DateOct 09, 2015
Dividend Yield0.72%
Asset ClassEquity
Index TrackedS&P 500 Momentum Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume962,194
30 Day Avg. Volume1,885,996
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
143.14Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering99
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SPMO Summary
The Invesco S&P 500 Momentum ETF (SPMO) is an investment fund that focuses on large U.S. companies from the S&P 500 index that are showing strong momentum, meaning their stock prices have been rising consistently. It includes well-known companies like Nvidia and Meta Platforms, making it a great option for investors looking to benefit from the growth potential of high-performing stocks. This ETF is also diversified across sectors like technology, financials, and communication services. However, new investors should know that its performance can fluctuate with market trends, especially since it heavily relies on tech stocks, which can be volatile.
How much will it cost me?The Invesco S&P 500 Momentum ETF (SPMO) has an expense ratio of 0.13%, which means you’ll pay $1.30 per year for every $1,000 invested. This is lower than average for ETFs because it is passively managed, tracking the S&P 500 Momentum Index rather than relying on active stock picking.
What would affect this ETF?The Invesco S&P 500 Momentum ETF (SPMO) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia and Meta Platforms. However, rising interest rates or economic slowdowns may negatively impact high-growth sectors like technology and communication services, and broader market volatility could affect the ETF's momentum-driven strategy. Regulatory changes targeting large-cap companies or specific sectors could also pose risks.
SPMO Top 10 Holdings
The Invesco S&P 500 Momentum ETF is leaning heavily on tech giants like Nvidia and Broadcom, which are riding the AI wave but showing mixed signals recently, with Nvidia losing some steam despite its long-term growth story. Meta Platforms is another key player, though its performance has been lagging, weighed down by valuation concerns and regulatory risks. On the brighter side, financial stalwarts like JPMorgan Chase are steady contributors, while Palantir is soaring thanks to its AI-driven momentum. With a strong tilt toward technology and financials, this U.S.-focused fund is betting big on innovation and stability, though some names are struggling to keep pace.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Broadcom | 9.77% | $1.34B | $1.67T | 45.66% | 76 Outperform | |
| Nvidia | 9.40% | $1.29B | $4.63T | 39.06% | 76 Outperform | |
| Meta Platforms | 7.71% | $1.06B | $1.67T | 10.58% | 76 Outperform | |
| JPMorgan Chase | 5.52% | $755.55M | $892.66B | 35.97% | 72 Outperform | |
| Palantir Technologies | 4.79% | $655.25M | $449.78B | 138.63% | 74 Outperform | |
| Netflix | 3.67% | $502.71M | $431.68B | 4.09% | 73 Outperform | |
| Walmart | 3.47% | $474.31M | $890.59B | 21.91% | 78 Outperform | |
| Visa | 3.44% | $470.85M | $678.84B | 11.40% | 70 Outperform | |
| Oracle | 2.40% | $328.19M | $568.85B | 17.18% | 66 Neutral | |
| GE Aerospace | 2.36% | $322.80M | $332.41B | 85.29% | 72 Outperform |
SPMO Technical Analysis
Positive
―
Price Trends
119.39
Positive
118.95
Positive
110.45
Positive
Market Momentum
0.43
Negative
58.44
Neutral
91.68
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPMO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 119.68, equal to the 50-day MA of 119.39, and equal to the 200-day MA of 110.45, indicating a bullish trend. The MACD of 0.43 indicates Negative momentum. The RSI at 58.44 is Neutral, neither overbought nor oversold. The STOCH value of 91.68 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SPMO.
SPMO Peer Comparison
Comparison Results
Performance Comparison
SPMO
Invesco S&P 500 Momentum ETF
121.38
26.63
28.11%
VOO
Vanguard S&P 500 ETF
―
―
―
IVV
iShares Core S&P 500 ETF
―
―
―
SPY
SPDR S&P 500 ETF Trust
―
―
―
QQQ
Invesco QQQ Trust
―
―
―
SPYM
State Street SPDR Portfolio S&P 500 ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
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.Date of analysis: ―
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