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Upturn AI SWOT - About
Invesco S&P SmallCap Value with Momentum ETF (PXSV)
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Upturn Advisory Summary
09/15/2025: PXSV (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 5.08% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.09 | 52 Weeks Range 43.07 - 60.35 | Updated Date 06/29/2025 |
52 Weeks Range 43.07 - 60.35 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco S&P SmallCap Value with Momentum ETF
ETF Overview
Overview
The Invesco S&P SmallCap Value with Momentum ETF (XSVM) seeks to track the S&P SmallCap 600 High Momentum Value Index. It focuses on U.S. small-cap stocks exhibiting both value and momentum characteristics, aiming for capital appreciation.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of offering diverse ETF products.
Management Expertise
Invesco has a dedicated team of experienced portfolio managers and analysts focused on ETF development and management, ensuring adherence to investment strategies.
Investment Objective
Goal
The primary investment goal is to achieve capital appreciation by investing in small-cap U.S. stocks that exhibit both value and momentum characteristics.
Investment Approach and Strategy
Strategy: The ETF tracks the S&P SmallCap 600 High Momentum Value Index, which selects companies based on value and momentum factors.
Composition The ETF primarily holds small-cap U.S. equities identified as having both value and momentum characteristics, typically spanning across various sectors.
Market Position
Market Share: XSVM's market share is dependent on specific index funds within the small-cap value momentum factor space.
Total Net Assets (AUM): 88741614
Competitors
Key Competitors
- Avantis U.S. Small Cap Value ETF (AVUV)
- Dimensional US Small Cap Value ETF (DFSV)
- Vanguard Small-Cap Value ETF (VBR)
Competitive Landscape
The small-cap value ETF market is highly competitive with various funds employing different weighting methodologies and factor definitions. XSVM's focus on both value and momentum offers a specific factor tilt, while competitors such as AVUV and DFSV may prioritize a broader value approach. VBR provides broad exposure to the small-cap value market. XSVM's competitive edge hinges on its targeted factor selection and its tracking of the S&P index.
Financial Performance
Historical Performance: Historical performance data needs to be dynamically updated for accurate reporting.
Benchmark Comparison: Benchmark comparison is measured against the S&P SmallCap 600 High Momentum Value Index.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The ETF's average trading volume provides sufficient liquidity for typical investment sizes.
Bid-Ask Spread
The bid-ask spread is typically low, indicating efficient trading and minimal cost for investors.
Market Dynamics
Market Environment Factors
XSVM's performance is influenced by economic growth, interest rates, and investor sentiment toward value and momentum factors, as well as the overall small-cap market environment.
Growth Trajectory
Growth is dependent on sustained value and momentum factor outperformance within the small-cap universe, potentially leading to increased investor interest and AUM.
Moat and Competitive Advantages
Competitive Edge
XSVM's competitive edge lies in its blend of value and momentum factors within the small-cap space, appealing to investors seeking targeted factor exposure. Its tracking of the S&P SmallCap 600 High Momentum Value Index provides a transparent and rules-based methodology. The fund benefits from Invesco's brand recognition and ETF management expertise. This factor combination may lead to potentially enhanced returns compared to broad-based small-cap value ETFs. However, periods of underperformance in value or momentum investing can impact its relative performance.
Risk Analysis
Volatility
Small-cap stocks, in general, exhibit higher volatility than large-cap stocks; the ETF's focus on value and momentum may further influence its volatility.
Market Risk
The ETF is subject to market risk associated with small-cap equities, value stocks, and momentum stocks. Economic downturns and changes in investor sentiment can negatively impact performance.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking targeted exposure to small-cap stocks exhibiting both value and momentum characteristics, potentially for diversification or enhanced returns within a broader portfolio.
Market Risk
It is suitable for long-term investors with a moderate to high risk tolerance seeking factor-based exposure within their small-cap allocation.
Summary
Invesco S&P SmallCap Value with Momentum ETF (XSVM) offers targeted exposure to small-cap stocks exhibiting both value and momentum. It seeks to track the S&P SmallCap 600 High Momentum Value Index, providing a rules-based investment approach. The ETF is suitable for investors seeking factor-based exposure within their small-cap allocation with a moderate to high risk tolerance. However, it is subject to risks inherent in small-cap investing and factor-based strategies. Invesco's established reputation further supports its solid investment strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco.com
- etf.com
- Morningstar.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Consult with a financial advisor before making any investment decisions. Market share data is approximate and may vary based on the reporting period.
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 Value with Momentum ETF
Exchange NYSE MKT | 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 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 120 stocks in the S&P SmallCap 600® 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.