Invesco S&P 500 Momentum ETF vs Zimmer Biomet Holdings Inc — how do they compare? Invesco S&P 500 Momentum ETF trades at $151.62, while Zimmer Biomet Holdings Inc trades at $95.43 (market cap $18.55B). The key difference: Zimmer Biomet Holdings Inc pays a 0.99% dividend while Invesco S&P 500 Momentum ETF pays none, and Invesco S&P 500 Momentum ETF is trading nearer its 52-week high, Zimmer Biomet Holdings Inc nearer its low. Which is the better fit depends on your goals.
| SPMO | ZBH | |
|---|---|---|
Sector | Broad Market / Factor | Health |
52-Week High | $161.66 | $107.71 |
52-Week Low | $107.84 | $79.58 |
Market Cap | — | $18.55B |
Enterprise Value | — | $25.61B |
Dividend Yield | — | 0.99% |
Signals from Pluang's Aura AI — not financial advice
SPMO, the Invesco S&P 500 Momentum ETF, trades at $151.88, up 2.14% today, reflecting strong momentum-driven performance. Technical indicators show a bullish trend with moving averages supporting upside, though RSI levels hint at potential overbought conditions. Recent news highlights its outperformance versus the S&P 500, with a 26% return year-to-date, driven by concentrated tech exposure and AI-fueled growth, despite higher volatility risks.
The outlook remains positive given persistent momentum factor strength and institutional inflows, but risks include sector rotation and elevated valuations. Investors should weigh the ETF's cost efficiency (0.13% expense ratio) against concentration in technology stocks, which could amplify losses during market downturns.
ZBH trades at $97.78, up 1.27% today, with a bullish technical outlook supported by moving averages and recent earnings beats. The company reported Q2 2026 EPS of $2.07, exceeding expectations, and raised its 2026 outlook. Revenue growth remains steady at 4.8% year-over-year, though net income margin has moderated from 2023 peaks. Analyst consensus is a 'Buy' with a $103.56 price target, indicating modest upside potential from current levels.
The stock offers a balanced risk-reward profile with solid fundamentals and positive momentum, but faces headwinds from margin pressure and rising debt levels. Investors should weigh the strong institutional support and consistent earnings performance against competitive pressures and macroeconomic uncertainties affecting the medtech sector.
Trailing returns across standard periods
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 →Zimmer Biomet designs, manufactures, and markets orthopedic reconstructive implants, as well as supplies and surgical equipment for orthopedic surgery. With the acquisitions of Centerpulse in 2003 and Biomet in 2015, Zimmer holds the leading share of the reconstructive market in the United States, Europe, and Japan. Roughly 70% of total revenue is derived from sales of large joints, another quarter comes from extremities, trauma, and related surgical products.
Read more on ZBH →