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Upturn AI SWOT - About
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF (QVML)
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Upturn Advisory Summary
08/29/2025: QVML (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 40.61% | Avg. Invested days 73 | 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 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.97 | 52 Weeks Range 28.71 - 36.38 | Updated Date 06/29/2025 |
52 Weeks Range 28.71 - 36.38 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
ETF Overview
Overview
The Invesco S&P 500 QVM Multi-factor ETF (QVML) seeks to track the S&P 500 High Quality, Value & Momentum Multi-Factor Index. It provides exposure to U.S. equities, focusing on companies exhibiting quality, value, and momentum characteristics. The ETF utilizes a quantitative approach to security selection and weighting.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long history of offering ETFs and other investment products.
Management Expertise
Invesco has a dedicated team of investment professionals managing its ETF offerings, with expertise in quantitative analysis and portfolio construction.
Investment Objective
Goal
The ETF aims to provide investment results that, before fees and expenses, correspond generally to the performance of the S&P 500 High Quality, Value & Momentum Multi-Factor Index.
Investment Approach and Strategy
Strategy: The ETF tracks the S&P 500 High Quality, Value & Momentum Multi-Factor Index.
Composition The ETF holds stocks of U.S. companies selected based on quality, value, and momentum factors.
Market Position
Market Share: QVML's market share is relatively modest compared to broader S&P 500 ETFs.
Total Net Assets (AUM): 121953300
Competitors
Key Competitors
- SPDR Portfolio S&P 500 ETF (SPLG)
- iShares Core S&P 500 ETF (IVV)
- Vanguard S&P 500 ETF (VOO)
- Invesco S&P 500 Equal Weight ETF (RSP)
Competitive Landscape
The ETF industry for S&P 500 exposure is highly competitive, with several large and well-established players. QVML differentiates itself by focusing on quality, value, and momentum factors, which may provide enhanced returns compared to traditional market-cap-weighted S&P 500 ETFs. However, it may underperform in certain market environments where these factors are out of favor.
Financial Performance
Historical Performance: Historical performance data would need to be retrieved from financial data providers.
Benchmark Comparison: The ETF's performance should be compared against the S&P 500 High Quality, Value & Momentum Multi-Factor Index.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF's average trading volume provides sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting adequate trading liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and investor sentiment can all affect the ETF's performance.
Growth Trajectory
The ETF's growth trajectory depends on its ability to attract assets and generate competitive returns relative to its benchmark and peers. Changes in factor performance could lead to shifts in its strategy.
Moat and Competitive Advantages
Competitive Edge
QVML's competitive edge lies in its multi-factor approach, combining quality, value, and momentum factors to potentially enhance returns. This differentiated strategy aims to capture the benefits of multiple investment styles. The quantitative methodology offers a systematic approach to security selection. However, factor performance can be cyclical, and the fund may underperform when these factors are out of favor.
Risk Analysis
Volatility
QVML's volatility would likely be similar to that of the broader S&P 500, though it could deviate based on the specific factor exposures.
Market Risk
The ETF is subject to market risk, as its performance is tied to the performance of the underlying stocks in the S&P 500.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking exposure to the S&P 500 with a focus on quality, value, and momentum factors. It may appeal to investors who believe these factors can provide enhanced long-term returns.
Market Risk
QVML is suitable for long-term investors who are comfortable with potential short-term underperformance relative to the broader market due to its factor tilts.
Summary
The Invesco S&P 500 QVM Multi-factor ETF (QVML) offers exposure to the S&P 500 with a focus on quality, value, and momentum factors. It aims to provide enhanced returns compared to traditional market-cap-weighted S&P 500 ETFs by employing a quantitative, multi-factor investment strategy. The ETF's performance is subject to market risk and factor-specific risks, and it may underperform in certain market environments. It is suitable for long-term investors seeking a differentiated approach to S&P 500 exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco
- Morningstar
- Bloomberg
- FactSet
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should consult with a financial advisor before making any investment decisions. Past performance is not indicative of future results.
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 Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. S&P DJI compiles, maintains and calculates the index, which is designed to measure the performance of 90% of the stocks within the S&P 500® Index after excluding those with the lowest quality, value and momentum multi-factor score. The index is composed of securities with multi-factor scores representing the top 90% of the parent index, as determined by the index provider.
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.