Norwegian Cruise Line Holdings Ltd vs Invesco S&P 500 Momentum ETF — how do they compare? Norwegian Cruise Line Holdings Ltd trades at $18.82 (market cap $8.59B), while Invesco S&P 500 Momentum ETF trades at $150. The key difference: Invesco S&P 500 Momentum ETF is trading nearer its 52-week high, Norwegian Cruise Line Holdings Ltd nearer its low. Which is the better fit depends on your goals.
| NCLH | SPMO | |
|---|---|---|
Market Cap | $8.59B | — |
Sector | Consumer Cyclical | Broad Market / Factor |
52-Week High | $26.94 | $161.66 |
52-Week Low | $14.79 | $107.84 |
Enterprise Value | $23.40B | — |
Trailing returns across standard periods
Norwegian Cruise Line is the world's third-largest cruise company by berths (at more than 62,000), operating 29 ships across three brands (Norwegian, Oceania, and Regent Seven Seas), offering both freestyle and luxury cruising. The company has redeployed its entire fleet as of May 2022. With eight passenger vessels on order among its brands through 2027 (representing 20,000 incremental berths), Norwegian is increasing capacity faster than its peers, expanding its brand globally. Norwegian sailed to around 500 global destinations before the pandemic.
Read more on NCLH →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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