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Invesco S&P SmallCap Momentum ETF (PXSG)
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Upturn Advisory Summary
12/05/2025: PXSG (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 33.11% | Avg. Invested days 83 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 12/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.19 | 52 Weeks Range 53.80 - 73.83 | Updated Date 06/29/2025 |
52 Weeks Range 53.80 - 73.83 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco S&P SmallCap Momentum ETF
ETF Overview
Overview
The Invesco S&P SmallCap Momentum ETF (XSMO) seeks to track the investment results of the S&P SmallCap 600 Momentum Index, which is composed of small-capitalization U.S. stocks exhibiting relatively high momentum scores. It provides exposure to a subset of small-cap companies that have shown strong price appreciation.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing ETFs and other investment products.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts dedicated to managing and overseeing their ETF offerings.
Investment Objective
Goal
To track the investment results of the S&P SmallCap 600 Momentum Index.
Investment Approach and Strategy
Strategy: Tracks a specific index (S&P SmallCap 600 Momentum Index).
Composition Primarily holds stocks of small-capitalization U.S. companies with high momentum scores.
Market Position
Market Share: XSMO holds a significant market share within the small-cap momentum ETF segment.
Total Net Assets (AUM): 113153648
Competitors
Key Competitors
- First Trust Small Cap Core AlphaDEX ETF (FYX)
- Alpha Architect U.S. Quantitative Momentum ETF (QMOM)
- VictoryShares US Small Cap High Div Volatility Wtd ETF (CSA)
Competitive Landscape
The small-cap momentum ETF space is moderately competitive. XSMO benefits from Invesco's brand and a straightforward index-tracking approach. Competitors offer varying methodologies, potentially appealing to investors seeking different risk/return profiles. A disadvantage is that other ETFs might be more diversified compared to XSMO.
Financial Performance
Historical Performance: Historical performance data should be reviewed from credible sources like Invesco's official website, or financial data providers like Bloomberg or Yahoo Finance. (Data to be pulled and inserted here requires external API access).
Benchmark Comparison: The ETF's performance should be compared against the S&P SmallCap 600 Index and the S&P SmallCap 600 Momentum Index.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, suggesting reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards small-cap stocks and momentum strategies significantly impact XSMO's performance.
Growth Trajectory
Growth depends on the continued outperformance of momentum strategies within the small-cap universe and overall market conditions favoring small-cap stocks.
Moat and Competitive Advantages
Competitive Edge
XSMO benefits from Invesco's established brand and a pure focus on small-cap momentum. Its straightforward index-tracking methodology offers transparency and predictability. The fund provides targeted exposure to a factor that has historically shown potential for outperformance. However, momentum strategies can be cyclical, leading to periods of underperformance. The focused approach can concentrate risk within specific sectors or industries.
Risk Analysis
Volatility
Small-cap stocks are inherently more volatile than large-cap stocks, and momentum strategies can further amplify volatility.
Market Risk
The ETF is susceptible to market risk affecting small-cap companies, including economic downturns, sector-specific challenges, and changes in investor sentiment.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to small-cap stocks with high momentum, and who are comfortable with higher levels of volatility.
Market Risk
Suitable for investors with a higher risk tolerance and a longer-term investment horizon, seeking to potentially outperform the broader small-cap market through momentum investing.
Summary
The Invesco S&P SmallCap Momentum ETF (XSMO) offers targeted exposure to small-cap U.S. stocks exhibiting high momentum characteristics. This ETF suits investors who are targeting increased capital appreciation and can tolerate increased volatility. Its performance hinges on the continued efficacy of the momentum factor within the small-cap universe. While Invesco's reputation and straightforward approach are advantages, investors should carefully assess their risk tolerance and investment goals.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- Bloomberg
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market data is subject to change.
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 SmallCap 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 SmallCap 600 Momentum 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 composed of constituents of the S&P SmallCap 600® that have the highest "momentum score."
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.