Phillips 66 vs Invesco S&P 500 Momentum ETF — how do they compare? Phillips 66 trades at $211.8 (market cap $85.11B), while Invesco S&P 500 Momentum ETF trades at $149.91. The key difference: Phillips 66 pays a 2.39% dividend while Invesco S&P 500 Momentum ETF pays none, and Phillips 66 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.
| PSX | SPMO | |
|---|---|---|
Market Cap | $85.11B | — |
Sector | Energy | Broad Market / Factor |
52-Week High | $212.27 | $161.66 |
52-Week Low | $118.37 | $107.84 |
Enterprise Value | $107.08B | — |
Dividend Yield | 2.39% | — |
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SPMO trades at $144.50, up 0.42% on the day, with a technical outlook leaning bearish based on moving averages despite neutral oscillators. The ETF has demonstrated strong momentum performance in 2026, with a 26% year-to-date return as of July 20, 2026 (247 Wallst). It maintains a concentrated, tech-heavy portfolio, heavily weighted toward AI beneficiaries, driving its outperformance versus the S&P 500.
Outlook remains positive for momentum-driven gains, supported by AI-fueled growth, but risks include high volatility and sensitivity to sector rotations. The upcoming $0.25 dividend in June 2026 provides additional shareholder return. Analyst sentiment is generally constructive, though the concentrated portfolio demands caution during market downturns.
Trailing returns across standard periods
Latest headlines on both assets
Phillips 66 is an independent refiner with 12 refineries that have a total crude throughput capacity of 2.0 million barrels per day, or mmb/d, after converting its 255 mb/d Alliance refinery to a terminal. The midstream segment comprises extensive transportation and NGL processing assets. It also includes its DCP Midstream joint venture, which holds 45 natural gas processing facilities, 11 NGL fractionation plants, and a natural gas pipeline system with 58,000 miles of pipeline. Its CPChem chemical joint venture operates facilities in the United States and the Middle East and primarily produces olefins and polyolefins.
Read more on PSX →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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