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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

AGG vs SPMO: how they differ

AGG is a bond index fund and SPMO an equity index fund, and over the year SPMO returned more, +24.5% against −0.7%.

iShares Core U.S. Aggregate Bond ETF and Invesco S&P 500 Momentum ETF.

AGG and SPMO on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
AGG
iShares Core U.S. Aggregate Bond ETF
SPMO
Invesco S&P 500 Momentum ETF
Where it sitsCore index fundCore index fund
IssueriSharesInvesco
What it isUS aggregate bondsS&P 500 Momentum
Total return, 1 year−0.7%+24.5%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−18.2 pts+7.0 pts
Expense ratio0.03%0.13%
Holdingsnot filed99

AGG in plain words

AGG is a bond fund tracking the US aggregate bonds. Over the year to Sep 11, 2026 it returned −0.7% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year. It sat 3.7% below its high of Aug 4, 2020 on Sep 11, 2026.

SPMO in plain words

SPMO is an index equity fund tracking the S&P 500 Momentum. Over the year to Sep 11, 2026 it returned +24.5% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.13% a year. By its holdings filed for May 31, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 99 positions, with the top ten at 52.6%. It sat 8.3% below its high of Jun 22, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, AGG or SPMO?
In the year to Sep 12, 2026, with distributions reinvested, AGG returned −0.7% and SPMO returned +24.5%, so SPMO returned more. One year is one year; the longer windows are in the table.
Which is cheaper, AGG or SPMO?
AGG charges 0.03% a year and SPMO charges 0.13%, so AGG is cheaper. Fees come from each fund's prospectus.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

AGG against SPMO, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AGG against SPMO, data as of Sep 12, 2026. https://etfiq.com/compare/any/AGG-SPMO Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources