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Invesco S&P SmallCap Momentum ETF (PXSG)
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Upturn Advisory Summary
11/05/2025: PXSG (1-star) is a SELL. SELL since 3 days. Simulated Profits (12.95%). Updated daily EoD!
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 33.11% | Avg. Invested days 83 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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 with high momentum scores. It focuses on identifying and investing in stocks within the small-cap universe that have demonstrated strong recent price appreciation.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long track record of providing diverse investment solutions, including ETFs.
Management Expertise
Invesco has a dedicated team of experienced portfolio managers and analysts who specialize in managing ETFs and implementing quantitative investment strategies.
Investment Objective
Goal
To track the investment results of the S&P SmallCap 600 Momentum Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the S&P SmallCap 600 Momentum Index.
Composition The ETF holds a diversified portfolio of small-cap U.S. stocks that exhibit high momentum characteristics.
Market Position
Market Share: Data not readily available for precise market share within small-cap momentum ETFs. Market share fluctuates.
Total Net Assets (AUM): 110940000
Competitors
Key Competitors
- Avantis U.S. Small Cap Value ETF (AVUV)
- Dimensional US Small Cap ETF (DFAS)
- Vanguard Russell 2000 Value ETF (VTWV)
Competitive Landscape
The small-cap ETF market is competitive, with many providers offering similar exposure. XSMO offers a momentum-focused strategy. Competitors have size and value tilts which offer alternative strategies.
Financial Performance
Historical Performance: Historical performance data varies depending on the time period; consult current financial resources for accurate, up-to-date information.
Benchmark Comparison: The ETF's performance should be compared to the S&P SmallCap 600 Momentum Index to evaluate tracking effectiveness.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, with an average daily trading volume that facilitates relatively easy buying and selling for most investors.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting adequate liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap stocks significantly impact the ETF's performance.
Growth Trajectory
The ETF's growth is tied to the performance of small-cap momentum stocks and overall market conditions. Strategic shifts and additions to holdings influence this.
Moat and Competitive Advantages
Competitive Edge
XSMO's competitive advantage lies in its focused approach on small-cap stocks exhibiting strong momentum characteristics, providing investors with targeted exposure to this specific investment style. The ETF's rules-based, quantitative strategy provides a disciplined and systematic approach to identifying momentum stocks. This can be a benefit in volatile markets where emotional decision-making can lead to suboptimal results. Invesco's strong reputation and brand recognition in the ETF market further contribute to its competitive advantage.
Risk Analysis
Volatility
The ETF's volatility is expected to be relatively high due to its focus on small-cap stocks, which are inherently more volatile than large-cap stocks.
Market Risk
The ETF is subject to market risk, as its performance is directly tied to the overall performance of the small-cap stock market. Momentum strategies can also be subject to periods of underperformance.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking exposure to small-cap stocks with high momentum characteristics, who are comfortable with higher levels of volatility.
Market Risk
The ETF may be appropriate for active traders or those seeking to enhance portfolio returns through targeted exposure to momentum stocks, but may not be suitable for risk-averse or passive investors.
Summary
The Invesco S&P SmallCap Momentum ETF (XSMO) provides targeted exposure to small-cap stocks with high momentum, offering potential for enhanced returns but also carrying increased volatility. Its quantitative, rules-based approach provides a disciplined strategy for identifying momentum stocks. Investors should carefully consider their risk tolerance and investment objectives before investing. Invesco's reputation and the ETF's focused investment strategy contribute to its competitive positioning in the small-cap ETF market.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Invesco website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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.