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Upturn AI SWOT - About
Invesco Bloomberg MVP Multi-factor ETF (BMVP)
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Upturn Advisory Summary
10/24/2025: BMVP (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 20.15% | Avg. Invested days 72 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.99 | 52 Weeks Range 41.85 - 50.26 | Updated Date 06/30/2025 |
52 Weeks Range 41.85 - 50.26 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco Bloomberg MVP Multi-factor ETF
ETF Overview
Overview
The Invesco Bloomberg MVP Multi-factor ETF (USMV) seeks to provide investment results that correspond generally to the performance of the Bloomberg US MVP Multi-Factor Index. The fund focuses on U.S. stocks and employs a multi-factor model designed to select securities with attractive valuation, quality, and low-volatility characteristics.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts dedicated to managing various investment strategies, including ETFs.
Investment Objective
Goal
To track the investment results of the Bloomberg US MVP Multi-Factor Index.
Investment Approach and Strategy
Strategy: The fund tracks a specific index, the Bloomberg US MVP Multi-Factor Index.
Composition The ETF primarily holds U.S. stocks selected based on valuation, quality, and low-volatility factors.
Market Position
Market Share: USMV has a significant market share within the low volatility ETF category.
Total Net Assets (AUM): 5750000000
Competitors
Key Competitors
- SPLV
- XSLV
- ACWV
Competitive Landscape
The low volatility ETF market is competitive, with several established players. USMV's advantage lies in its multi-factor approach, which considers valuation and quality in addition to low volatility. A disadvantage could be that it may underperform compared to pure low-volatility strategies during specific market conditions.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial sources.
Benchmark Comparison: Benchmark comparison is against the Bloomberg US MVP Multi-Factor Index.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
USMV exhibits strong liquidity with a high average trading volume.
Bid-Ask Spread
USMV generally maintains a tight bid-ask spread, reflecting good liquidity.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates and inflation, as well as market volatility, influence USMV's performance. Sector growth and overall market sentiment also play a role.
Growth Trajectory
Growth is tied to market volatility and investor demand for low-volatility strategies. Changes in factor definitions of the underlying index can influence holdings.
Moat and Competitive Advantages
Competitive Edge
USMV differentiates itself with its multi-factor model, balancing valuation, quality, and low volatility. This approach potentially provides better risk-adjusted returns compared to solely focusing on low volatility. Invesco's established brand and distribution network further contribute to its competitive edge. The ETF's large AUM enhances its liquidity and accessibility for investors.
Risk Analysis
Volatility
USMV is designed to exhibit lower volatility than the broader market.
Market Risk
The ETF is subject to market risk, particularly related to U.S. equities. Factor underperformance, model errors, and concentration risk are other potential sources of risk.
Investor Profile
Ideal Investor Profile
USMV is suitable for risk-averse investors seeking downside protection, as well as those looking for diversified exposure to the U.S. equity market with a tilt towards low volatility, quality, and value.
Market Risk
USMV is suitable for long-term investors seeking capital appreciation with reduced volatility.
Summary
The Invesco Bloomberg MVP Multi-factor ETF offers a diversified portfolio of U.S. equities selected based on a multi-factor model. The fund aims to provide downside protection and risk-adjusted returns. Its competitive expense ratio makes it an attractive option for investors seeking low-volatility exposure. However, it is important to consider market conditions and factor performance when evaluating USMV's suitability. Investors looking for stable returns during market downturns should consider this ETF.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco
- Bloomberg
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco Bloomberg MVP Multi-factor ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index seeks to include the 50 securities with the strongest momentum, most muted volatility, most inexpensive valuations, and highest profitability based on an aggregated sector-neutral "MVP" score. Stocks are selected from the top of each sector and size category in a manner designed to produce an index with sector and size dispersion similar to the overall broad market.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.