SPMO vs SIZE Stock Comparison: AI Score, Valuation, Performance and Upside
SPMO and SIZE sit in related but distinct corners of the ETF landscape — SPMO centers on concentrated, S&P-500-only momentum exposure, while SIZE focuses on systematic tilt toward smaller companies within a large-cap-plus universe. Investors choosing between them should weigh how each fund's strategy lines up with their own goals rather than assuming they're interchangeable.
Choosing between SPMO and SIZE comes down to which specific exposure — concentrated, S&P-500-only momentum exposure or systematic tilt toward smaller companies within a large-cap-plus universe — better matches the role you want this holding to play in a diversified portfolio.
SPMO holds the edge across 3 of 5 key metrics in this comparison. SPMO has delivered stronger 1-year price return (+19.98% vs +13.12% for SIZE).
- want concentrated, S&P-500-only momentum exposure
- prefer Invesco's approach and fund lineup
- value more concentrated momentum bet than the broader MTUM fund
- are comfortable with higher concentration means bigger swings when momentum reverses
- want systematic tilt toward smaller companies within a large-cap-plus universe
- prefer iShares (BlackRock)'s approach and fund lineup
- value targets the historically documented small-size return premium
- are comfortable with size premium has been inconsistent and muted in recent decades
| Metric | SPMO | SIZE |
|---|---|---|
| ETF scorei | 27.4 | 26.8 |
| Latest closei | $144.18 | $178.79 |
| 1M returni | +0.50% | +0.75% |
| 3M returni | -0.60% | +0.11% |
| 6M returni | +14.12% | +7.01% |
| 1Y returni | +19.98% | +13.12% |
The ETF score weights long-term returns and risk-adjusted performance most heavily, but still rewards low expense ratios, larger fund size, and broader diversification — so it can favor low-cost, broad, mega-cap funds over smaller thematic or actively-managed funds even when the latter have delivered stronger returns.
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | SPMO | SIZE |
|---|---|---|
| 1Y ago | $12.1K (+21.0%) started 2025-10-15 | $11.48K (+14.8%) started 2025-10-15 |
| 5Y ago | $25.71K (+157.1%) started 2021-10-15 | $15.67K (+56.7%) started 2021-10-15 |
| 10Y ago | $68.64K (+586.4%) started 2016-10-17 | $36.79K (+267.9%) started 2016-10-17 |
Hypothetical — past performance does not guarantee future results.
| Metric | SPMO | SIZE |
|---|---|---|
| Expense ratioi | 0.13% | 0.15% |
| Total assets (AUM)i | $23.02B | $417.45M |
| Dividend yieldi | 0.73% | 1.42% |
| Trailing P/Ei | 23.45 | 21.60 |
| Betai | 1.11 | 0.98 |
| 52-week change | 19.98% | 13.12% |
| Metric | SPMO | SIZE |
|---|---|---|
| 1Y returni | +19.98% | +13.12% |
| 6M returni | +14.12% | +7.01% |
| 3M returni | -0.60% | +0.11% |
| 1M returni | +0.50% | +0.75% |
| 1Y Sharpe ratio | 0.68 | 0.68 |
| Betai | 1.11 | 0.98 |
| Dividend yieldi | 0.73% | 1.42% |
| 5Y CAGR | +19.38% | +7.71% |
Over the past year, SPMO and SIZE have moved moderately in the same direction (correlation of 0.52), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | SPMO | SIZE |
|---|---|---|---|
| 1Y | Growthi | +19.98% | +13.12% |
| CAGRi | +19.99% | +13.13% | |
| Volatilityi | 24.75% | 12.69% | |
| Sharpe ratioi | 0.68 | 0.68 | |
| Sortino ratioi | 0.98 | 1.02 | |
| Max drawdowni | 15.64% | 7.97% | |
| Current drawdowni | 10.67% | 4.00% | |
| Avg drawdowni | 4.52% | 1.82% | |
| Ulcer Indexi | 5.53% | 2.62% | |
| Max daily dropi | 5.59% | 1.73% | |
| Max wkly dropi | 9.13% | 3.64% | |
| 5Y | Growthi | +142.48% | +44.94% |
| CAGRi | +19.38% | +7.71% | |
| Volatilityi | 20.79% | 17.38% | |
| Sharpe ratioi | 0.74 | 0.26 | |
| Sortino ratioi | 1.07 | 0.37 | |
| Max drawdowni | 22.74% | 24.03% | |
| Current drawdowni | 10.67% | 4.00% | |
| Avg drawdowni | 6.58% | 6.42% | |
| Ulcer Indexi | 8.84% | 8.83% | |
| Max daily dropi | 7.14% | 5.66% | |
| Max wkly dropi | 11.29% | 11.96% | |
| 10Y | Growthi | +508.06% | +208.46% |
| CAGRi | +19.80% | +11.93% | |
| Volatilityi | 21.09% | 18.67% | |
| Sharpe ratioi | 0.75 | 0.46 | |
| Sortino ratioi | 1.06 | 0.63 | |
| Max drawdowni | 30.95% | 39.15% | |
| Current drawdowni | 10.67% | 4.00% | |
| Avg drawdowni | 4.90% | 4.91% | |
| Ulcer Indexi | 7.35% | 7.77% | |
| Max daily dropi | 15.35% | 13.59% | |
| Max wkly dropi | 18.02% | 20.50% |
| Category | SPMO | SIZE |
|---|---|---|
| Fund name | Invesco S&P 500 Momentum ETF | iShares MSCI USA Size Factor ETF |
| Type | ETF | ETF |
| Expense ratioi | 0.13% | 0.15% |
| Total assets (AUM)i | $23.02B | $417.45M |
| Dividend yieldi | 0.73% | 1.42% |
- More concentrated momentum bet than the broader MTUM fund
- Quarterly rebalancing keeps pace with fast-moving trends
- Has delivered strong returns during recent momentum-led rallies
- Targets the historically documented small-size return premium
- More diversified than a pure small-cap-only fund
- Lower volatility than dedicated small-cap funds like IWM
- Higher concentration means bigger swings when momentum reverses
- Quarterly turnover adds trading costs versus buy-and-hold index funds
- Narrower S&P-500-only universe than MTUM's broader factor approach
- Size premium has been inconsistent and muted in recent decades
- Smaller asset base and liquidity than IWM or other size funds
- Less pure small-cap exposure than dedicated small-cap index funds
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