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Upturn AI SWOT - About
Invesco S&P 500 Value with Momentum ETF (PXLV)
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Upturn Advisory Summary
08/14/2025: PXLV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 19.99% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.93 | 52 Weeks Range 49.66 - 62.49 | Updated Date 06/29/2025 |
52 Weeks Range 49.66 - 62.49 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco S&P 500 Value with Momentum ETF
ETF Overview
Overview
The Invesco S&P 500 Value with Momentum ETF (SPVM) seeks to track the investment results of the S&P 500 High Momentum Value Index. This index is composed of 75 stocks from the S&P 500 Index that have the highest value and momentum scores.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long history of providing diverse investment solutions.
Management Expertise
Invesco has a team of experienced investment professionals dedicated to managing ETFs and other investment products.
Investment Objective
Goal
To track the investment results of the S&P 500 High Momentum Value Index.
Investment Approach and Strategy
Strategy: The ETF employs a 'full replication' strategy, meaning it generally invests in all of the securities comprising the underlying index in proportion to their weightings in the index.
Composition The ETF primarily holds stocks of large-cap U.S. companies selected based on value and momentum characteristics.
Market Position
Market Share: SPVM holds a relatively small market share within the value and momentum ETF landscape.
Total Net Assets (AUM): 383600000
Competitors
Key Competitors
- iShares Edge MSCI USA Momentum Factor ETF (MTUM)
- Vanguard Value ETF (VTV)
- Dimensional US Core Equity 2 ETF (DFAC)
Competitive Landscape
The ETF industry is highly competitive. SPVM competes with other value and momentum ETFs that may have lower expense ratios or different weighting methodologies. SPVM's advantage lies in its specific index and the combination of value and momentum factors. A disadvantage is its potentially higher turnover compared to pure value ETFs.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers such as Yahoo Finance, Google Finance, or Bloomberg. Actual numeric values should be inserted here.
Benchmark Comparison: Comparison against the S&P 500 index as well as similar ETFs that track value and momentum will give good insights. Actual numeric values should be inserted here.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
The average trading volume dictates the ease to trade in and out of SPVM, but may vary based on market conditions.
Bid-Ask Spread
The bid-ask spread represents the cost to trade SPVM, it is generally tight but can widen depending on supply, demand, and market conditions.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, inflation, and investor sentiment towards value and momentum stocks affect SPVM. Strong economic growth typically favors momentum stocks while value stocks can outperform in periods of uncertainty.
Growth Trajectory
Growth depends on continued investor interest in value and momentum strategies. Any changes to the index methodology or holdings could impact its future trajectory.
Moat and Competitive Advantages
Competitive Edge
SPVM's competitive advantage stems from its unique index methodology, combining value and momentum factors within the S&P 500 universe. This strategy allows investors to capture both value and growth potential in a single ETF. Furthermore, the fund's focus on large-cap stocks provides stability and liquidity. The ETF's exposure is targeted at the intersection of two popular investment styles.
Risk Analysis
Volatility
Historical volatility can be assessed by analyzing the ETF's standard deviation of returns.
Market Risk
Market risk includes the possibility of underperformance during periods when value or momentum stocks are out of favor. Furthermore, concentration risk may arise due to the limited number of holdings in the index.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking capital appreciation by investing in U.S. large cap equities, looking for exposure to both value and momentum factors, and willing to accept a moderate level of risk.
Market Risk
SPVM is suitable for long-term investors seeking growth and those who believe in the persistent efficacy of value and momentum strategies.
Summary
Invesco S&P 500 Value with Momentum ETF (SPVM) offers targeted exposure to U.S. large-cap stocks exhibiting both value and momentum characteristics. It combines two popular investment strategies within a single fund, potentially enhancing returns. However, its relatively small AUM and niche focus may limit its liquidity compared to broader market ETFs. Investors should carefully consider its expense ratio and underlying index methodology before investing, especially given the market's volatility and changes to investor sentiment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- Yahoo Finance
- ETF.com
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made in consultation 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 S&P 500 Value with Momentum ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The investment seeks to track the investment results (before fees and expenses) of the S&P 500 High Momentum Value Index (the underlying index). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 100 stocks in the S&P 500® that have the highest "value" and "momentum" scores.
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.