KKR & Co Inc vs Invesco S&P 500 Momentum ETF — how do they compare? KKR & Co Inc trades at $111.2 (market cap $99.61B), while Invesco S&P 500 Momentum ETF trades at $150.88. The key difference: KKR & Co Inc pays a 0.7% dividend while Invesco S&P 500 Momentum ETF pays none, and Invesco S&P 500 Momentum ETF is trading nearer its 52-week high, KKR & Co Inc nearer its low. Which is the better fit depends on your goals.
| KKR | SPMO | |
|---|---|---|
Market Cap | $99.61B | — |
Sector | Financials | Broad Market / Factor |
52-Week High | $149.34 | $161.66 |
52-Week Low | $83.88 | $107.84 |
Enterprise Value | $22.17B | — |
Dividend Yield | 0.7% | — |
Trailing returns across standard periods
Latest headlines on both assets
KKR is one of the world's largest alternative asset managers, with $490.7 billion in total assets under management, including $384.5 billion in fee-earning AUM, at the end of June 2022. The company has two core segments: asset management (which includes private markets--private equity, credit, infrastructure, energy and real estate--and public markets--primarily credit and hedge/investment fund platforms) and insurance (following the February 2021 purchase of a 61.5% economic stake in Global Atlantic Financial Group, which is engaged in retirement/annuity and life insurance lines as well as reinsurance). On the asset management side, private markets account for 50% of fee-earning AUM and 70% of base management fees, while public markets account for 50% and 30%, respectively.
Read more on KKR →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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