Data as of Oct 28, 2026.

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BINC vs SPMO: Differences, Returns & Fees

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Over the year to Oct 28, 2026, BINC returned +0.5% to SPMO's +18.4%; 0% of their weight is in the same names.

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Net assets on Oct 27, 2026: $16.8bn for iShares Flexible Income Active ETF and $22.3bn for Invesco S&P 500 Momentum ETF.

At a glance
+0.5%
BINC total return, 1 year
+18.4%
SPMO total return, 1 year
0.40%
BINC expense ratio
0.13%
SPMO expense ratio

Pair scorecard

SPMO costs 0.27 points a year less; their one-year returns differ by 17.9 points; SPMO is 1.3 times larger.

BINC vs SPMO: Differences, Returns & Fees
MeasureBINCSPMO
Return
Total return, 1 year+0.5%+18.4%
Drawdown
Below its high10.2%, high on Jun 22, 2026
Benchmark
What it tracksNo index, actively managedS&P 500 Momentum Index
Cost and size
Expense ratio0.40%0.13%
Net assets, as of Oct 27, 2026$16.8bn$22.3bn
Holdings
Holdings in common0%
Top ten holdings, share of the fund24.6%50.7%

Holdings in common uses holdings dated Oct 27, 2026. Method

Risk and return

Jun 2, 2023 to Oct 23, 2026 · 177 weekly returns
BINC SPMO
Return
Total return edge SPMO +21.3% +162.4%
Annualized edge SPMO +5.8% +32.8%
Price return edge SPMO +0.2% +154.4%
Risk
Volatility edge BINC 3.1% 20.0%
Max drawdown edge BINC −2.7% −20.0%
Risk-adjusted
Sharpe edge SPMO 0.37 1.29
Sortino edge SPMO 0.57 2.08
Calmar edge BINC 2.20 1.64
Reading

SPMO returned more: +162.4% to +21.3%. BINC swung less: 3.1% to 20.0%. BINC fell less at its worst: −2.7% to −20.0%.

Full scorecard

9 measures, with how each is measured
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Risk and return: BINC vs SPMO: Differences, Returns & Fees
MeasureBINCSPMOEdgeHow it is measured
Return
Total return+21.3%+162.4%SPMOPrice change plus distributions, reinvested.
Annualized+5.8%+32.8%SPMOTotal return as a yearly rate.
Price return+0.2%+154.4%SPMOPrice change alone, distributions left out.
Risk
Volatility3.1%20.0%BINCSpread of weekly returns, annualized. Lower is steadier.
Downside deviation2.0%12.4%BINCLike volatility, counting only weeks below the Treasury bill rate.
Max drawdown−2.7%−20.0%BINCDeepest fall from a high to the low after it.
Risk-adjusted
Sharpe0.371.29SPMOReturn above Treasury bills per unit of volatility.
Sortino0.572.08SPMOReturn above Treasury bills per unit of downside deviation.
Calmar2.201.64BINCAnnualized return divided by the max drawdown.

Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 177 weekly returns. Cash rate: the 13-week Treasury bill.

What they share

0%

By the books each fund has filed, BINC and SPMO hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

0 half 100%

half

0% in common

Positions both hold · largest shared weight first BINC SPMO
Only in one fund ↓
Only in BINC
BLACKROCK CASH CL INST SL AGENCY 5.80%
UMBS 30YR TBA(REG A) 4.50%
TREASURY NOTE (2OLD) 4.34%
UMBS 30YR TBA(REG A) 2.91%
UMBS 30YR TBA(REG A) 2.21%
CASH COLLATERAL MORGAN STANLEY & C 1.68%
ISHARES IBOXX $ INV GRADE CORPORAT 0.99%
EUR/USD 0.83%
Only in SPMO
Apple Inc 9.95%
Micron Technology Inc 8.80%
Advanced Micro Devices Inc 5.48%
Johnson & Johnson 4.86%
Alphabet Inc 4.76%
Intel Corp 4.60%
Alphabet Inc 3.82%
ExxonMobil Holdings Corp 3.57%
Check overlap with more funds →

Side by side

BINC iShares Flexible Income Active ETF SPMO Invesco S&P 500 Momentum ETF
Where it sits Bond ETF Stock ETF
What it is Actively managed Tracks the S&P 500 Momentum
Total return, 1 year +0.5% +18.4%
Its benchmark over the same days not measured +13.7% (VOO)
Gap to its benchmark not measured +4.7 pts vs VOO
Expense ratio 0.40% 0.13%
Already in the S&P 500 0.0% 100.0%
Holdings 4690 101
Net assets, as of Oct 27, 2026 $16.8bn $22.3bn

BINC and SPMO on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.

Client brief · page 1 of 2 Report BR-138BECB173

BINC and SPMO do different jobs. What does each one do in a portfolio?

  1. What each follows. BINC follows No index, actively managed and SPMO follows S&P 500 Momentum Index.
  2. Holdings in common. 0% of the weight is in the same securities (holdings dated Oct 27, 2026).
  3. One-year total return. Over 1 year to Oct 28, 2026 BINC returned +0.5% and SPMO +18.4% with distributions reinvested, a gap of 17.9 points.

Data as of Oct 28, 2026.

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About each fund
BINC

BINC is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned +0.5% with distributions reinvested. The prospectus expense ratio is 0.40% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 4,690 positions, with the top ten at 24.6%.

SPMO

SPMO tracks the S&P 500 Momentum. Over the year to Oct 28, 2026 it returned +18.4% with distributions reinvested, against +13.7% for its benchmark, the S&P 500 Index. The prospectus expense ratio is 0.13% a year. By its holdings published by its issuer for Oct 27, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 101 positions, with the top ten at 50.7%. It sat 10.2% below its high of Jun 22, 2026 on Oct 28, 2026.

Questions people ask

Which returned more over the last year, BINC or SPMO?
In the year to Oct 28, 2026, with distributions reinvested, BINC returned +0.5% and SPMO +18.4%.
Which is cheaper, BINC or SPMO?
SPMO is cheaper, by 0.27 percentage points a year. That is about $27 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do BINC and SPMO overlap with the S&P 500?
By their latest filed holdings, 0% of BINC and 100% of SPMO by weight is stocks the S&P 500 already holds.
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ETFIQ, BINC against SPMO, data as of Oct 28, 2026. https://etfiq.com/compare/any/binc-vs-spmo

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