Otis Worldwide Corp vs Invesco S&P 500 Momentum ETF — how do they compare? Otis Worldwide Corp trades at $69.36 (market cap $26.67B), while Invesco S&P 500 Momentum ETF trades at $150.29. The key difference: Otis Worldwide Corp pays a 2.51% dividend while Invesco S&P 500 Momentum ETF pays none, and Invesco S&P 500 Momentum ETF is trading nearer its 52-week high, Otis Worldwide Corp nearer its low. Which is the better fit depends on your goals.
| OTIS | SPMO | |
|---|---|---|
Market Cap | $26.67B | — |
Sector | Industrials | Broad Market / Factor |
52-Week High | $93.62 | $161.66 |
52-Week Low | $69.30 | $107.84 |
Enterprise Value | $34.70B | — |
Dividend Yield | 2.51% | — |
Signals from Pluang's Aura AI — not financial advice
Otis Worldwide (OTIS) trades at $70.06, down 1.61% on the day, amid a bearish technical signal and recent earnings misses. The stock shows a P/E of 18.01 and P/S of 1.83, with strong cash flow from operations of $1.60B in 2025 but a negative net cash flow of -$1.22B. Recent news includes a dividend declaration and new contracts in China, while technical indicators highlight support near $70 and an oversold RSI.
The outlook is mixed: analyst consensus is a Buy with a $92.50 price target, implying upside, but risks include high debt-to-asset ratio of 75.54% and margin pressure from labor costs. Service segment growth offers stability, yet weak new equipment demand and guidance cuts temper near-term optimism.
SPMO trades at $150.47, up 0.5% with a bullish technical outlook supported by strong moving average signals. The ETF has delivered exceptional performance, averaging 37% annual returns over three years according to The Motley Fool (2026-09-06). Recent momentum factor strength and concentrated tech exposure drive its market-beating track record, though this introduces higher volatility during sector rotations.
The outlook remains positive with structural momentum advantages and lower drawdowns than the S&P 500. Key risks include concentrated technology sector exposure and sensitivity to market rotations. Analyst sentiment leans bullish with multiple buy recommendations citing the ETF's rules-based momentum strategy and cost efficiency at 0.13% expense ratio.
Trailing returns across standard periods
Latest headlines on both assets
Otis is the largest global elevator and escalator supplier by revenue with around one quarter of share excluding Japan. In 1854 Otis' founder and namesake, Elisha Graves Otis, invented a safety mechanism that prevented elevators from falling if the hoisting cable failed.The company's product and service lifecycle begins with installations of elevator units in new buildings, later selling maintenance services on the units, and eventually replacement of the units after the average 15-20 year useful life of an elevator. As the largest global OEM, over decades Otis has built a base of 2 million elevators under service. Its business model is much the same as that of its competitors Kone, Schindler, and Thyssenkrupp.
Read more on OTIS →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.
Read more on SPMO →