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Upturn AI SWOT - About
Invesco S&P SmallCap Momentum ETF (PXSG)
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Upturn Advisory Summary
08/14/2025: PXSG (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 30.59% | Avg. Invested days 72 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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) tracks the S&P SmallCap 600 Momentum Index, which selects stocks based on their price momentum. The ETF focuses on small-cap stocks exhibiting high relative strength.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing various ETFs and investment products.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts dedicated to managing ETFs, ensuring expertise in index tracking and investment strategy implementation.
Investment Objective
Goal
The primary investment goal of XSMO is to track the investment results of the S&P SmallCap 600 Momentum Index, providing exposure to small-cap stocks with high momentum characteristics.
Investment Approach and Strategy
Strategy: The ETF aims to track a specific index, the S&P SmallCap 600 Momentum Index. It uses a full replication strategy when possible, holding all or substantially all of the index's constituent securities.
Composition The ETF holds stocks selected from the S&P SmallCap 600 Index based on their momentum scores. It may also hold cash or other investments to facilitate efficient portfolio management.
Market Position
Market Share: Data Unavailable.
Total Net Assets (AUM): 417179040
Competitors
Key Competitors
- SPDR S&P 600 Small Cap ETF (SPSM)
- iShares Core S&P Small-Cap ETF (IJR)
- Vanguard Small-Cap ETF (VB)
Competitive Landscape
The small-cap ETF market is competitive, with several established players. XSMO differentiates itself through its momentum-based strategy, which may lead to higher returns during periods of strong market momentum but potentially higher volatility. SPSM, IJR, and VB offer broad small-cap exposure without a specific momentum focus, providing diversification at a potentially lower cost.
Financial Performance
Historical Performance: Historical performance data is not available in structured format.
Benchmark Comparison: Performance should be compared to the S&P SmallCap 600 Momentum Index.
Expense Ratio: 0.0039
Liquidity
Average Trading Volume
XSMO's average trading volume provides sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment toward small-cap stocks influence XSMO's performance. Sector-specific trends within the small-cap universe also play a role.
Growth Trajectory
XSMO's growth depends on continued interest in momentum investing and the relative performance of small-cap stocks compared to other asset classes. Changes to the underlying index methodology could also impact its growth trajectory.
Moat and Competitive Advantages
Competitive Edge
XSMO's competitive edge lies in its focused momentum strategy within the small-cap space. The ETF offers targeted exposure to stocks exhibiting strong price momentum, which can potentially lead to outperformance during certain market cycles. Invesco's expertise in managing factor-based ETFs contributes to the fund's credibility and investor confidence. However, this momentum focus may also lead to higher volatility compared to broader small-cap ETFs.
Risk Analysis
Volatility
XSMO exhibits higher volatility than broad small-cap ETFs due to its momentum-based strategy. Momentum stocks can be more susceptible to price swings and market corrections.
Market Risk
The ETF is subject to market risk, including the risk that small-cap stocks underperform relative to other asset classes. Economic downturns and changes in investor sentiment can negatively impact its performance.
Investor Profile
Ideal Investor Profile
The ideal investor for XSMO is someone who seeks targeted exposure to small-cap stocks with high momentum, understands the associated volatility, and has a higher risk tolerance.
Market Risk
XSMO is suitable for investors seeking to implement a momentum strategy within their small-cap allocation and are comfortable with potentially higher price fluctuations.
Summary
The Invesco S&P SmallCap Momentum ETF (XSMO) tracks the S&P SmallCap 600 Momentum Index, targeting small-cap stocks with strong price momentum. While XSMO offers the potential for higher returns during favorable market conditions, its momentum focus also increases volatility and risk. Investors should consider their risk tolerance and investment objectives before investing in XSMO. The fund's performance is closely tied to the success of its momentum strategy and the overall health of the small-cap market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on your own due diligence and consultation with a financial advisor. Market share data was not accessible at time of compilation.
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.