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Upturn AI SWOT - About
Invesco S&P SmallCap Value with Momentum ETF (PXSV)
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Upturn Advisory Summary
07/31/2025: 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 -4.02% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/31/2025 |
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 investment results of the S&P SmallCap 600 High Momentum Value Index, providing exposure to small-cap US equities exhibiting both value and momentum characteristics. It focuses on companies within the S&P SmallCap 600 index that demonstrate strong value and upward price trends.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a wide range of ETF offerings.
Management Expertise
Invesco has a team of experienced investment professionals managing its ETF lineup, with expertise in factor-based investing.
Investment Objective
Goal
To track the investment results of the S&P SmallCap 600 High Momentum Value Index.
Investment Approach and Strategy
Strategy: Tracks a specific index: S&P SmallCap 600 High Momentum Value Index.
Composition Primarily holds stocks of small-cap US companies that exhibit value and momentum characteristics.
Market Position
Market Share: XSVM holds a modest market share within the broader universe of small-cap ETFs.
Total Net Assets (AUM): 173440000
Competitors
Key Competitors
- VIOV
- AVUV
- IJS
Competitive Landscape
The small-cap value ETF market is competitive, with several established players. XSVM differentiates itself through its combined value and momentum factor strategy. Advantages may include potentially higher returns through factor tilts, while disadvantages may include increased volatility compared to broad-based small-cap ETFs.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison data should be retrieved from financial data providers.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The average trading volume is moderate, allowing for relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread is typically reasonable, indicating decent liquidity for a small-cap ETF.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap stocks all influence XSVM's performance.
Growth Trajectory
Growth trends depend on the performance of the underlying index and the continued demand for factor-based ETFs.
Moat and Competitive Advantages
Competitive Edge
XSVMu2019s competitive advantage lies in its unique combination of value and momentum factors within the small-cap space. This factor combination aims to capture potentially higher returns compared to traditional market-cap weighted indexes. The ETF benefits from Invesco's established brand and distribution network. This niche strategy may attract investors seeking targeted exposure to these specific factors.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks, and the value and momentum factors may further amplify volatility.
Market Risk
The ETF is subject to market risk, including the risk of declines in the overall stock market and sector-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking targeted exposure to small-cap value and momentum stocks, with a higher risk tolerance.
Market Risk
Suitable for long-term investors seeking potentially higher returns through factor tilts, but not ideal for risk-averse investors.
Summary
Invesco S&P SmallCap Value with Momentum ETF (XSVM) offers exposure to small-cap US equities exhibiting value and momentum characteristics. This ETF suits investors with moderate risk tolerance looking to outperform broader small-cap indexes using a factor-based approach. The fund may experience volatility due to the small-cap nature of its holdings and factor-based strategy. Its expense ratio is competitive but performance depends on the effectiveness of value and momentum factors in the small-cap market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- Morningstar
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered 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 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.