Invesco S&P 500 Momentum ETF vs Upstart Holdings Inc — how do they compare? Invesco S&P 500 Momentum ETF trades at $151.21 (market cap $23.48B), while Upstart Holdings Inc trades at $24.19 (market cap $2.35B). The key difference: Invesco S&P 500 Momentum ETF is far larger — about 10× Upstart Holdings Inc's market cap, and Invesco S&P 500 Momentum ETF is trading nearer its 52-week high, Upstart Holdings Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Invesco S&P 500 Momentum ETF for 54 Days and Upstart Holdings Inc for 39 Days on average.
| SPMO | UPST | |
|---|---|---|
Market Cap | $23.48B | $2.35B |
Volume | 1,876,152 | 4,203,337 |
Sector | Broad Market / Factor | Financials |
52-Week High | $161.66 | $52.74 |
52-Week Low | $107.84 | $22.81 |
Typical Hold Time | 54 Days | 39 Days |
Enterprise Value | — | $3.88B |
Signals from Pluang's Aura AI — not financial advice
SPMO trades at $153.00, showing minimal daily movement with a 0.01% gain. The ETF maintains a bullish technical outlook with strong moving average signals, though oscillators suggest neutral momentum. Recent portfolio reconstitution added 54 stocks including Apple and Merck, while removing Nvidia. Institutional interest remains strong with Envestnet Asset Management increasing its stake by 9.5% in Q2 2026.
The momentum-focused ETF offers concentrated exposure to S&P 500's fastest-rising stocks, historically outperforming the broader index. Key risks include sector concentration in technology and higher volatility. Analyst sentiment remains positive given the fund's structural momentum advantage and institutional accumulation trends.
Upstart Holdings trades at $24.24, up 0.9% with a bearish technical signal despite recent earnings misses. The company achieved profitability in 2025 with $1.02B revenue and $53.6M net income, though cash flow from operations remains negative at -$147.7M. Recent news highlights partnership expansions into HELOC and auto lending while the stock faces pressure from broader consumer lending sector weakness.
Upstart's AI lending platform shows revenue growth potential but faces execution risks amid volatile credit markets. Analyst consensus targets $39.50 (63% upside) with mixed ratings, while high P/E of 46.5 suggests premium valuation. The key risk remains the company's loan syndication model during economic downturns.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →Upstart Holdings Inc provides credit services. The company provides a proprietary, cloud-based, artificial intelligence lending platform. The platform aggregates consumer demand for loans and connects it to the network of Upstart AI-enabled bank partners. The revenue of the company is primarily comprised of fees paid by banks.
Read more on UPST →