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Invesco S&P 500 Momentum ETF Β· AMEX
Price: $146.52 Β· Annual div: $1.05/share Β· Frequency: quarterly Β· Payout ratio: 50% Β· Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in SPMO β $10.7K in 10 years Β· $6.36/month
The Invesco S&P 500 Momentum ETF (SPMO) is designed to mirror the investment performance of the S&P 500 Momentum Index. The Fund typically allocates at least 90% of its total assets to the securities that constitute this underlying Index. The S&P 500 Momentum Index itself is composed of stocks from the broader S&P 500 Index that exhibit strong "momentum scores," reflecting their recent performance trends. Both the ETF and its benchmark index undergo semi-annual reconstitution and rebalancing, which takes place on the third Fridays of March and September each year. The weighting of individual constituents within the Index is determined by a combination of their market capitalization and their assigned momentum score. As of August 31, 2025, SPMO proudly holds an overall 5-star rating from Morningstar, positioning it in the top tier among 1252 comparable funds. It also earned a 5-star rating for both the 3-year period (out of 1252 funds) and the 5-year period (out of 1149 funds), with 10-year data not yet available. Morningstar's ratings are calculated using a risk-adjusted return methodology, which scrutinizes monthly performance variations, emphasizing downside risk and rewarding consistent returns. For fair comparison, open-end mutual funds and exchange-traded funds are evaluated together as a single group. To qualify for a rating, a fund must possess at least three years of operational history. The overall rating is derived from a weighted average of the 3-, 5-, and 10-year rating metrics where applicable, after accounting for fees and expenses but excluding any sales charges. Important Disclaimers: This information, proprietary to Morningstar Inc. (Β©2025), is not guaranteed for accuracy, completeness, or timeliness and must not be copied or distributed. Neither Morningstar nor its content providers are liable for any damages resulting from its use. Investors should remember that past performance does not indicate future results. Star ratings are assigned monthly based on percentile rank within a category: the top 10% receive five stars, the subsequent 22.5% receive four stars, and so forth. Please note that if fee waivers or expense reimbursements had not been in place, the Morningstar rating might have been lower. Ratings for other share classes of the fund may vary due to differing performance characteristics.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Real after-tax yield depends on where you live and how you hold SPMO.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| πΊπΈ Roth IRA / 401k | 0% | 0.72% | -2.08% | $72 / yr |
| πΊπΈ US Taxable (15%) β | 15% | 0.61% | -2.19% | $61 / yr |
| πΊπΈ US Taxable (20%) | 20% | 0.58% | -2.22% | $58 / yr |
| π¬π§ UK ISA | 0% | 0.72% | -2.08% | $72 / yr |
| π¬π§ UK Taxable | 8.75% | 0.66% | -2.14% | $66 / yr |
| π¨π¦ TFSA | 0% | 0.72% | -2.08% | $72 / yr |
| π¨π¦ CA Taxable | 25% | 0.54% | -2.26% | $54 / yr |
| π¦πΊ Super (pension) | 15% | 0.61% | -2.19% | $61 / yr |
| π¦πΊ AU Taxable | 30% | 0.50% | -2.30% | $50 / yr |
| π©πͺ DE Taxable | 26.375% | 0.53% | -2.27% | $53 / yr |
| π«π· FR Taxable | 30% | 0.50% | -2.30% | $50 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $1.05/share/yr Β· πΊπΈ US Taxable (15%) Β· static projection (no growth assumed).
SPMO pays quarterly β 4 times per year. Next ex-div: TBD.
How SPMO compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024β2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for SPMO sourced from FMP /financial-growth endpoint β real data, not estimates.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the SPMO dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer β
Invesco S&P 500 Momentum ETF (SPMO) is currently trading at $146.52, 6% below its 52-week high. The current dividend yield is 0.72% based on an annual payout of $1.05 per share.
Invesco S&P 500 Momentum ETF (SPMO) is a financial services stock currently trading at $146.52 with a dividend yield of 0.72%. The company pays an annual dividend of $1.05 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings.
Auto-generated from live market data. For educational purposes only β not financial advice.
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