This Is the Only ETF That Gets You More Gains With Less Risk

SPMO holds the top 100 S&P 500 stocks ranked by 12-month momentum and rebalances twice yearly in March and September. The strategy effectively rents recent leaders for six months, then replaces laggards with stronger momentum names. Over one year, SPMO gained 31.5% versus SPY’s 23%, and over five years it returned 156% versus 76%. Over ten years, SPMO returned 457% compared with SPY’s 262%. The selection rule rotates out weakening names at each rebalance, aiming to reduce downside risk by exiting broken trends early. The fund’s performance is described as stronger even during volatile periods, including a recovery from about $107 in March 2026 to around $143.

"SPMO does something almost embarrassingly simple. It owns the top 100 S&P 500 stocks ranked by 12-month momentum, rebalances twice a year in March and September, and charges 0.13% for the trouble. You are essentially renting last year's leaders, holding them six months, then swapping out the laggards. When momentum is the dominant factor in the market, which it has been for most of the post-2020 stretch, that mechanical rotation keeps the portfolio loaded with the right names just slightly longer than discipline alone would allow."

"Over one year, SPMO is up 31.5% against the SPDR S&P 500 ETF Trust's ( NYSEARCA:SPY) 23%. Over five years, 156% versus 76%. Stretch it to ten and SPMO has returned 457% while SPY managed 262%. A $1,000 stake five years ago would now be worth roughly $2,404 by Benzinga's accounting, an annualized 20% against a much quieter SPY."

"The risk side is where the story gets more interesting. The fund's selection rule mechanically dumps weakening names at each rebalance, so the portfolio rotates out of broken trends before they become disasters. That is why 24/7 Wall St. coverage earlier this year argued SPMO has consistently outperformed the S&P 500 over the past three years while maintaining comparable or lower downside risk."

"Even in the messy spring of 2026, SPMO bottomed near $107 in March and is now around $143, a recovery the broad index quietly tracked but did not match. What you give up to get this Concentration is the first cost. SPMO's top ten positions account for more tha"

Read at 24/7 Wall St.