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Upturn AI SWOT - About
Invesco S&P MidCap Value with Momentum ETF (PXMV)
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Upturn Advisory Summary
10/24/2025: PXMV (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 8.69% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.9 | 52 Weeks Range 45.40 - 61.41 | Updated Date 06/29/2025 |
52 Weeks Range 45.40 - 61.41 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco S&P MidCap Value with Momentum ETF
ETF Overview
Overview
The Invesco S&P MidCap Value with Momentum ETF (XJH) seeks to track the investment results of the S&P MidCap 400 High Momentum Value Index. It focuses on mid-capitalization U.S. equities exhibiting both value and momentum characteristics, aiming for capital appreciation. The investment strategy involves selecting stocks from the S&P MidCap 400 Index based on value and momentum scores.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long track record of offering diverse ETF products.
Management Expertise
Invesco has a team of experienced investment professionals managing its ETFs, with expertise in portfolio construction, index tracking, and risk management.
Investment Objective
Goal
To track the investment results of the S&P MidCap 400 High Momentum Value Index.
Investment Approach and Strategy
Strategy: Tracks a specific index - S&P MidCap 400 High Momentum Value Index.
Composition Primarily holds U.S. mid-cap stocks selected based on value and momentum factors.
Market Position
Market Share: XJH holds a niche market share within the mid-cap value ETF segment.
Total Net Assets (AUM): 167360000
Competitors
Key Competitors
- iShares Russell Mid-Cap Value ETF (IWR)
- Vanguard Mid-Cap Value ETF (VOE)
- Schwab Fundamental U.S. Mid-Cap ETF (FNDX)
Competitive Landscape
The mid-cap value ETF market is competitive, with several established players like iShares and Vanguard holding significant market share. XJH differentiates itself through its specific value and momentum factor-based strategy. A potential disadvantage is lower AUM compared to larger competitors, possibly affecting liquidity. Its advantage lies in its focused factor approach for investors seeking specific investment characteristics.
Financial Performance
Historical Performance: Historical performance data is not readily available in this output but can be sourced from financial data providers.
Benchmark Comparison: Benchmark comparison can be performed by comparing XJH's performance to the S&P MidCap 400 High Momentum Value Index.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
XJH's average trading volume indicates moderate liquidity, which may affect the ease of buying and selling shares. Average trading volume over the last 3 months is 22,755.
Bid-Ask Spread
The bid-ask spread of XJH is generally tight, reflecting its trading volume and providing cost-effective trading opportunities.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, sector performance, and investor sentiment can influence the performance of XJH due to its exposure to mid-cap companies.
Growth Trajectory
The growth trajectory of XJH depends on the performance of the S&P MidCap 400 High Momentum Value Index and investor appetite for value and momentum factor-based investments; changes in holdings reflect adjustments to the index composition.
Moat and Competitive Advantages
Competitive Edge
XJH's competitive edge lies in its unique combination of value and momentum factors within the mid-cap space. This targeted strategy differentiates it from broader mid-cap ETFs. This strategy may appeal to investors seeking to outperform the market by capturing gains from undervalued companies with positive momentum. However, the fund's success depends heavily on the effectiveness of the underlying index's methodology.
Risk Analysis
Volatility
XJH's historical volatility can be assessed by reviewing its price fluctuations and beta compared to the broader market.
Market Risk
XJH is subject to market risk, including the risk of declines in the overall stock market and sector-specific risks related to the underlying holdings in the S&P MidCap 400 High Momentum Value Index.
Investor Profile
Ideal Investor Profile
The ideal investor for XJH is one seeking targeted exposure to mid-cap stocks with both value and momentum characteristics. It is for investors who understand factor-based investing and are willing to accept the associated risks.
Market Risk
XJH may be suitable for long-term investors seeking capital appreciation and factor-based strategies, as well as those implementing tactical asset allocation strategies.
Summary
The Invesco S&P MidCap Value with Momentum ETF (XJH) provides targeted exposure to mid-cap companies exhibiting both value and momentum characteristics, tracking the S&P MidCap 400 High Momentum Value Index. Its expense ratio is relatively low at 0.39%. XJH may suit investors seeking factor-based returns within the mid-cap space, although it should be noted that the fund has relatively lower AUM compared to its competitors. The fund's success hinges on the underlying index's ability to identify value and momentum stocks effectively.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco.com
- etf.com
- Morningstar.com
Disclaimers:
This data is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market share data is estimated based on available information and may not be precise.
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 MidCap 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 MidCap 400 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 80 stocks in the S&P MidCap 400® 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.