PXSG
PXSG 1-star rating from Upturn Advisory

Invesco S&P SmallCap Momentum ETF (PXSG)

Invesco S&P SmallCap Momentum ETF (PXSG) 1-star rating from Upturn Advisory
$72.75
Last Close (24-hour delay)
Profit since last BUY12.95%
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SELL
SELL since 3 days
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  • SELL Advisory (Loss)
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  • Pass (Skip investing)
Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
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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

Upturn 1 star rating for performance

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 star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 5.0
ETF Returns Performance Upturn Returns Performance icon 5.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon 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

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Invesco S&P SmallCap Momentum ETF

Invesco S&P SmallCap Momentum ETF(PXSG) company logo displayed in Upturn AI summary

ETF Overview

overview logo 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 logo 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.

Leadership icon representing strong management expertise and executive team 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

Icon representing investment goals and financial objectives 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 logo 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.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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."