A Daily Network publication
Explore the network
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Friday, October 2, 2026The Morning Brief →Sign in

SPVMvsVLU

Invesco S&P 500 Value with Momentum ETF against SPDR S&P 1500 Value Tilt ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
SPVM 112VLU 117Oct 25Oct 26GROWTH OF $100
Head to head
SPVMVLU
Expense ratio0.39%0.12%
Assets$130M$749M
Net flow, 1 month+$2M−$3M
Net flow, 1 year+$54M+$115M
Return, YTD+7.7%+13.7%
Return, 1 year+11.6%+17.1%
Avg daily volume6K8K
Holdings1011479
ListedJun 16, 2011Oct 24, 2012
Options marketYesYes

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.