Invesco Ltd. vs Invesco S&P 500 Momentum ETF — how do they compare? Invesco Ltd. trades at $31.62 (market cap $13.85B), while Invesco S&P 500 Momentum ETF trades at $151.17. The key difference: Invesco Ltd. pays a 2.74% dividend while Invesco S&P 500 Momentum ETF pays none, and Invesco Ltd. is trading nearer its 52-week high, Invesco S&P 500 Momentum ETF nearer its low. Which is the better fit depends on your goals.
| IVZ | SPMO | |
|---|---|---|
Market Cap | $13.85B | — |
Sector | Financials | Broad Market / Factor |
52-Week High | $32.01 | $161.66 |
52-Week Low | $20.67 | $107.84 |
Enterprise Value | $24.01B | — |
Dividend Yield | 2.74% | — |
Signals from Pluang's Aura AI — not financial advice
Invesco (IVZ) trades at $31.74, near its 52-week high, with a bullish technical signal supported by moving averages. The company reported mixed quarterly earnings but maintains strong operating cash flow of $1.53 billion for 2025. Recent news highlights record assets under management and positive analyst coverage, though profitability metrics show net income margin at -0.93%.
The outlook remains cautiously optimistic with a consensus price target of $32.50, offering modest upside. Key risks include volatile earnings and expense pressures, while institutional interest and dividend payments provide support. Investors should weigh solid cash generation against margin challenges.
No Aura AI signal available yet.
Trailing returns across standard periods
Latest headlines on both assets
Invesco provides investment-management services to retail (65% of managed assets) and institutional (35%) clients. At the end of August 2022, the firm had $1.416 trillion in assets under management spread among its equity (47% of AUM), balanced (5%), fixed-income (22%), alternative investment (14%), and money market (12%) operations. Passive products account for 32% of Invesco's total AUM, including 56% of the company's equity operations and 13% of its fixed-income platform. Invesco's U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside the U.S., with close to one third of its AUM sourced from Canada (2%), the U.K. (4%), continental Europe (11%), and Asia (15%).
Read more on IVZ →SPMO is designed to track the investment results of the S&P 500 Momentum Index. This index measures the performance of stocks in the S&P 500 that exhibit the highest momentum, or the greatest price appreciation, over the trailing 12 months, while excluding the most recent month. By investing in these high-momentum stocks, SPMO seeks to capitalize on the historical trend that stocks with strong recent performance tend to continue that performance in the near term, offering a systematic approach to factor investing within the large-cap U.S. equity market.
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