A Daily Network publication
Explore the network
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, October 7, 2026The Morning Brief →Sign in

PEZvsSPMD

Invesco DWA Consumer Cyclicals Momentum ETF against SPDR Portfolio S&P 400 Mid Cap ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
PEZ 93SPMD 112Oct 25Oct 26GROWTH OF $100
Head to head
PEZSPMD
Expense ratio0.60%0.030%
Assets$21M$18.4B
Net flow, 1 month−$940K+$184M
Net flow, 1 year−$30M+$2B
Return, YTD-9.3%+11.9%
Return, 1 year-6.9%+12.3%
Avg daily volume7221.7M
Holdings40401
ListedOct 12, 2006Nov 8, 2005
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 latest from Wealth Advisor Daily, in your inbox every weekday. Free.