Which returned more over the last year, SDY or SPMO?

In the year to Oct 28, 2026, with distributions reinvested, SDY returned +16.5% and SPMO +18.4%.

Which is cheaper, SDY or SPMO?

SPMO is cheaper, by 0.22 percentage points a year. That is about $22 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do SDY and SPMO overlap with the S&P 500?

By their latest filed holdings, 84% of SDY and 100% of SPMO by weight is stocks the S&P 500 already holds.

Data as of Oct 28, 2026.

Across categories

SDY vs SPMO: Differences, Returns & Fees

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Over the year to Oct 28, 2026, SDY returned +16.5% to SPMO's +18.4%; 9% of their weight is in the same names.

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Net assets on Oct 27, 2026: $21.9bn for State Street SPDR S&P Dividend ETF and $22.3bn for Invesco S&P 500 Momentum ETF.

SDY on its own →SPMO on its own →

At a glance

+16.5%

SDY total return, 1 year

+18.4%

SPMO total return, 1 year

0.35%

SDY expense ratio

0.13%

SPMO expense ratio

Pair scorecard

SPMO costs 0.22 points a year less; their one-year returns differ by 1.9 points.

SDY vs SPMO: Differences, Returns & Fees
Measure	SDY	SPMO
Return
Measure	SDY	SPMO
Total return, 1 year	+16.5%	+18.4%
Drawdown
Measure	SDY	SPMO
Below its high		10.2%, high on Jun 22, 2026
Benchmark
Measure	SDY	SPMO
What it tracks	S&P High Yield Dividend Aristocrats Index	S&P 500 Momentum Index
Cost and size
Measure	SDY	SPMO
Expense ratio	0.35%	0.13%
Net assets, as of Oct 27, 2026	$21.9bn	$22.3bn
Holdings
Measure	SDY	SPMO
Holdings in common	9%
Top ten holdings, share of the fund	20.4%	50.7%

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

What they share

By the books each fund has filed, SDY and SPMO hold 9% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.

50%

0 half 100%

half

9% in common

Positions both hold · largest shared weight first SDY SPMO

EXXONMOBIL HOLDINGS CORP 1.49% 3.57%

COCA COLA CO 1.23% 1.70%

JOHNSON + JOHNSON 0.94% 4.86%

LOCKHEED MARTIN CORP 1.39% 0.56%

CHUBB LTD 0.53% 0.60%

ANALOG DEVICES INC 0.52% 1.04%

CSX CORP 0.52% 0.49%

TRAVELERS COS INC 0.69% 0.47%

NUCOR CORP 0.49% 0.40%

CUMMINS INC 0.38% 0.40%

TARGET CORP 1.59% 0.31%

AFLAC INC 0.87% 0.27%

Only in one fund ↓

Only in SDY

ACCENTURE PLC CL A 3.73%

VERIZON COMMUNICATIONS INC 2.81%

CHEVRON CORP 2.15%

REALTY INCOME CORP 1.94%

PEPSICO INC 1.82%

MEDTRONIC PLC 1.79%

AUTOMATIC DATA PROCESSING 1.55%

KENVUE INC 1.55%

Only in SPMO

Apple Inc 9.95%

Micron Technology Inc 8.80%

Advanced Micro Devices Inc 5.48%

Alphabet Inc 4.76%

Intel Corp 4.60%

Alphabet Inc 3.82%

Cisco Systems Inc 2.53%

Lam Research Corp 2.33%

Check overlap with more funds →

Side by side

SDY State Street SPDR S&P Dividend ETF SPMO Invesco S&P 500 Momentum ETF

Where it sits Stock ETF Stock ETF

Issuer State Street Invesco

What it is Tracks the S&P Dividend Tracks the S&P 500 Momentum

Total return, 1 year +16.5% +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 0.35% 0.13%

Already in the S&P 500 84.4% 100.0%

Holdings 156 101

Net assets, as of Oct 27, 2026 $21.9bn $22.3bn

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

Alert

About each fund

SDY

SDY tracks the S&P Dividend. Over the year to Oct 28, 2026 it returned +16.5% with distributions reinvested. The prospectus expense ratio is 0.35% a year. By its holdings published by its issuer for Oct 27, 2026, 84% of the fund by weight is stocks the S&P 500 also holds, across 156 positions, with the top ten at 20.4%.

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, SDY or SPMO?: In the year to Oct 28, 2026, with distributions reinvested, SDY returned +16.5% and SPMO +18.4%.
Which is cheaper, SDY or SPMO?: SPMO is cheaper, by 0.22 percentage points a year. That is about $22 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do SDY and SPMO overlap with the S&P 500?: By their latest filed holdings, 84% of SDY and 100% of SPMO by weight is stocks the S&P 500 already holds.

Other comparisons

DFUS vs SDY SDY vs USMV CGGR vs SDY SDY vs SPHQ COWZ vs SPMO SPMO vs VOE DVY vs SPMO NOBL vs SPMO

Where to next

SDY on its own →SPMO on its own →Hold both: look the portfolio through →Rankings →SDY dividend history →SDY holdings →SPMO dividend history →SPMO holdings →Standards and sources →

Sources and dates

SDY filings on SEC EDGAR ↗

SDY prospectus with the expense ratio (SEC) ↗

State Street website ↗

SPMO filings on SEC EDGAR ↗

SPMO prospectus with the expense ratio (SEC) ↗

Invesco page for SPMO ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

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ETFIQ, SDY against SPMO, data as of Oct 28, 2026. https://etfiq.com/compare/any/sdy-vs-spmo

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.