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Upturn AI SWOT - About
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF (QVMS)
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Upturn Advisory Summary
08/14/2025: QVMS (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 15.44% | Avg. Invested days 70 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.16 | 52 Weeks Range 21.15 - 29.60 | Updated Date 06/29/2025 |
52 Weeks Range 21.15 - 29.60 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF
ETF Overview
Overview
The Invesco S&P SmallCap 600 QVM Multi-factor ETF (QVMS) seeks to provide investment results corresponding to the S&P SmallCap 600 Quality, Value & Momentum Multi-Factor Index. It focuses on small-cap companies, allocating assets based on quality, value, and momentum factors.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation.
Management Expertise
Invesco has experienced portfolio managers and analysts specializing in ETFs and factor-based investing.
Investment Objective
Goal
To track the investment results, before fees and expenses, of the S&P SmallCap 600 Quality, Value & Momentum Multi-Factor Index.
Investment Approach and Strategy
Strategy: Tracks the S&P SmallCap 600 Quality, Value & Momentum Multi-Factor Index.
Composition Primarily holds stocks of small-cap U.S. companies selected based on quality, value, and momentum factors.
Market Position
Market Share: QVMS has a smaller market share compared to broad small-cap ETFs, due to its factor-based approach.
Total Net Assets (AUM): 163800000
Competitors
Key Competitors
- iShares Core S&P Small-Cap ETF (IJR)
- Vanguard Small-Cap ETF (VB)
- Schwab U.S. Small-Cap ETF (SCHA)
Competitive Landscape
The competitive landscape is dominated by broad-based small-cap ETFs. QVMS differentiates itself through its multi-factor selection methodology, which may offer different risk/return characteristics compared to its competitors. IJR and VB are more broadly diversified, while QVMS is more concentrated in stocks exhibiting quality, value and momentum characteristics.
Financial Performance
Historical Performance: Past performance is not indicative of future results, but QVMS has historically shown competitive returns compared to the S&P SmallCap 600 index.
Benchmark Comparison: Performance should be compared to the S&P SmallCap 600 Quality, Value & Momentum Multi-Factor Index.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume for QVMS is moderate, which can affect trade execution costs.
Bid-Ask Spread
The bid-ask spread is generally tight but may widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment toward small-cap stocks influence QVMS's performance.
Growth Trajectory
The growth trajectory is dependent on the performance of the underlying factors and the overall small-cap market. Changes to the index methodology can affect the fund's holdings.
Moat and Competitive Advantages
Competitive Edge
QVMS's multi-factor approach is its primary advantage. It offers exposure to small-cap stocks selected for their quality, value, and momentum characteristics. This approach aims to outperform the broader small-cap market over the long term. Invesco's experience in factor-based investing also contributes to its competitive edge.
Risk Analysis
Volatility
QVMS is subject to market volatility, particularly within the small-cap segment, and the specific factor exposures may increase or decrease volatility compared to a broader market index.
Market Risk
Market risk is the primary risk, as the value of the underlying stocks can fluctuate due to economic conditions, industry trends, and company-specific factors.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to small-cap stocks with a focus on quality, value, and momentum factors.
Market Risk
Suitable for long-term investors who understand factor-based investing and are comfortable with small-cap volatility.
Summary
Invesco's QVMS ETF offers a strategic approach to small-cap investing by focusing on quality, value, and momentum. It targets investors seeking enhanced returns compared to broad small-cap indices, accepting potentially higher volatility. While its multi-factor methodology differentiates it, the ETF competes with larger, more diversified small-cap funds. Investors should consider QVMS as a tactical allocation within a broader portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco
- S&P Dow Jones Indices
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Past performance is not indicative of future results. Market share data may be estimated.
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 SmallCap 600 QVM Multi-factor ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 90% of its total assets in the securities that comprise the index. S&P Dow Jones Indices LLC compiles, maintains and calculates the index, designed to measure the performance of 90% of the stocks within the S&P SmallCap 600® 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.