Invesco S&P 500 Momentum ETF Returns Calculator
Calculate historical returns and project future compounding for Invesco S&P 500 Momentum (SPMO). Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Large Growth (US)
AUM
$22.15 Billion
Expense Ratio
0.13%
Fund Manager
Invesco Capital Management
Invesco S&P 500 Momentum (SPMO) Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 39.2% CAGR | 5 Years @ 21.6% CAGR | 10 Years @ 20.1% CAGR |
|---|---|---|---|
| $100/mo | $6,896 Invested: $3,600 | $10,823 Invested: $6,000 | $38,460 Invested: $12,000 |
| $250/mo | $17,240 Invested: $9,000 | $27,058 Invested: $15,000 | $96,151 Invested: $30,000 |
| $500/mo | $34,479 Invested: $18,000 | $54,116 Invested: $30,000 | $192,302 Invested: $60,000 |
| $1,000/mo | $68,959 Invested: $36,000 | $108,232 Invested: $60,000 | $384,603 Invested: $120,000 |
| $2,500/mo | $172,397 Invested: $90,000 | $270,580 Invested: $150,000 | $961,509 Invested: $300,000 |
* Projections calculated using actual historical 3-year (39.21%), 5-year (21.55%), and 10-year (20.09%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Invesco S&P 500 Momentum ETF
Invesco S&P 500 Momentum ETF (SPMO) tracks the top 100 stocks in the S&P 500 exhibiting the highest trailing risk-adjusted price momentum. With a low 0.13% expense ratio, SPMO dynamically tilts into the strongest market leaders across changing economic regimes.
Investment Strategy
Momentum Factor Strategy â Selects the top 100 S&P 500 securities with the highest momentum scores (calculated over trailing 12 months excluding most recent month, normalized by volatility) and weights them by momentum-market-cap, rebalancing semi-annually.
Key Facts
- Selects the top 100 momentum leaders from the S&P 500
- Low 0.13% expense ratio for a specialized factor ETF
- Over $22.4 Billion in assets under management
- Dynamic semi-annual reconstitution rotating into leading market sectors
Historical Returns
3-Year CAGR
39.21%
5-Year CAGR
21.55%
10-Year CAGR
20.09%
Benchmark
S&P 500 Momentum Index
Historical annualized returns as of August 2026. Momentum investing involves factor risk.
Top Holdings & Sector Allocation
As of September 2026, Invesco S&P 500 Momentum (SPMO)'s portfolio includes:
Top 5 Holdings
- NVIDIA Corp. (NVDA)
- Broadcom Inc. (AVGO)
- Meta Platforms Inc. (META)
- Microsoft Corp. (MSFT)
- Eli Lilly and Co. (LLY)
Sector Allocation
Information Technology 45.2%, Communication Services 16.4%, Financials 12.8%, Healthcare 11.2%, Consumer Discretionary 8.2%, Others 6.2%
Risk & Drawdowns
Standard deviation is ~17.8% reflecting high-beta momentum characteristics.
Experienced -31% drawdown during 2022 before generating massive rebound alpha.
Tax Treatment
High ETF tax efficiency shields shareholders from capital gain distributions despite active factor turnover.
Who Should NOT Invest in Invesco S&P 500 Momentum (SPMO)?
Conservative income investors or those sensitive to sharp factor drawdowns during market turns.
About the Fund Manager
Managed by Invesco Capital Management factor and quantitative investment group.
Who Is This Fund Suitable For?
Ideal for growth investors looking for an automated quantitative strategy that ruthlessly cuts underperforming stocks and concentrates capital into winning market leaders.
More Funds from Invesco & Similar Schemes
Similar Funds to Consider
- Invesco QQQ Trust (QQQ)
- iShares MSCI USA Momentum Factor ETF (MTUM)
- Vanguard U.S. Momentum Factor ETF (VFMO)
Or compare side by side using our main SIP calculator â you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Invesco S&P 500 Momentum (SPMO) Investors
- FIRE Calculator â Plan your retirement corpus with Invesco S&P 500 Momentum (SPMO) as part of your portfolio
- Cost of Delay Calculator â See how much delaying your SIP in Invesco S&P 500 Momentum (SPMO) could cost you
- SIP vs EMI Calculator â Compare investing in Invesco S&P 500 Momentum (SPMO) vs paying off loans
Frequently Asked Questions About Invesco S&P 500 Momentum (SPMO)
What is the historical SIP return of Invesco S&P 500 Momentum (SPMO)?
Based on the latest data, Invesco S&P 500 Momentum (SPMO) has delivered an annualized return (CAGR) of 39.21% over 3 years, 21.55% over 5 years, and 20.09% over 10 years. Experienced -31% drawdown during 2022 before generating massive rebound alpha.
How is Invesco S&P 500 Momentum (SPMO) SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would $500 monthly SIP in Invesco S&P 500 Momentum (SPMO) generate over 5 years?
At an estimated annual return rate of 21.55%, a monthly $500 investment ($30,000 total invested) would grow to approximately $54,116 in 5 years, yielding an estimated wealth gain of $24,116. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Invesco S&P 500 Momentum (SPMO)?
Invesco S&P 500 Momentum (SPMO)'s top holdings include NVIDIA Corp. (NVDA), Broadcom Inc. (AVGO), Meta Platforms Inc. (META), and Microsoft Corp. (MSFT). The fund's sector allocation is Information Technology 45.2%, Communication Services 16.4%, Financials 12.8%, Healthcare 11.2%, Consumer Discretionary 8.2%, Others 6.2%.
What is the risk profile of Invesco S&P 500 Momentum (SPMO)?
Standard deviation is ~17.8% reflecting high-beta momentum characteristics. This fund may not be suitable for conservative income investors or those sensitive to sharp factor drawdowns during market turns..
What are the tax implications of investing in Invesco S&P 500 Momentum (SPMO)?
High ETF tax efficiency shields shareholders from capital gain distributions despite active factor turnover.
Data last updated: September 2026 | Fund data sourced from SEC filings and public exchanges
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