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Upturn AI SWOT - About
Invesco S&P 500 Value with Momentum ETF (SPVM)
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Upturn Advisory Summary
08/14/2025: SPVM (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 20.02% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.94 | 52 Weeks Range 49.66 - 62.49 | Updated Date 06/29/2025 |
52 Weeks Range 49.66 - 62.49 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco S&P 500 Value with Momentum ETF
ETF Overview
Overview
The Invesco S&P 500 Value with Momentum ETF (SPVM) seeks to track the investment results of the S&P 500 High Momentum Value Index. It focuses on large-cap U.S. equities exhibiting both value and momentum characteristics. The ETF aims to provide exposure to companies with attractive valuation metrics and strong price momentum.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing ETFs. They are considered reliable and reputable in the ETF market.
Management Expertise
Invesco has a dedicated team of portfolio managers and analysts with extensive experience in quantitative investing and ETF management.
Investment Objective
Goal
The ETF aims to track the S&P 500 High Momentum Value Index, seeking long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index, the S&P 500 High Momentum Value Index, which is designed to capture both value and momentum factors within the S&P 500 universe.
Composition The ETF primarily holds U.S. large-cap stocks that exhibit both value and momentum characteristics. The specific composition varies based on the underlying index methodology.
Market Position
Market Share: SPVM's market share in the value and momentum ETF segment is moderate and growing.
Total Net Assets (AUM): 319000000
Competitors
Key Competitors
- iShares Edge MSCI USA Momentum Factor ETF (MTUM)
- Vanguard Value ETF (VTV)
- iShares S&P 500 Value ETF (IVE)
Competitive Landscape
The ETF industry is highly competitive, with many ETFs offering exposure to value and momentum factors. SPVM differentiates itself by combining both factors in a single ETF. However, MTUM's higher AUM and longer track record gives it an edge, while IVE & VTV offer more broad value exposure at lower costs, appealing to cost-conscious investors.
Financial Performance
Historical Performance: Historical performance data is not provided but can be found on financial websites like Yahoo Finance or Bloomberg.
Benchmark Comparison: The ETF's performance should be compared against the S&P 500 High Momentum Value Index to assess its tracking accuracy.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
The ETF's liquidity is good, with an average trading volume that allows for easy entry and exit.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good liquidity and low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and market sentiment towards value and momentum stocks influence SPVM's performance.
Growth Trajectory
SPVM's growth depends on the continued interest in value and momentum investing, as well as its ability to effectively track its underlying index.
Moat and Competitive Advantages
Competitive Edge
SPVM offers a unique combination of value and momentum factors within a single ETF, which differentiates it from competitors that focus on either factor individually. This integrated approach may appeal to investors seeking a diversified exposure to both strategies. Invesco's established reputation as an ETF provider adds to its appeal. SPVM also benefits from the efficiency of its index tracking methodology.
Risk Analysis
Volatility
SPVM's volatility will be dependent on the volatility of its underlying holdings and the overall market.
Market Risk
The ETF is subject to market risk, including the risk of declines in the value of its holdings due to economic downturns or changes in investor sentiment.
Investor Profile
Ideal Investor Profile
SPVM is suitable for investors seeking exposure to U.S. large-cap stocks with value and momentum characteristics.
Market Risk
SPVM is suitable for long-term investors who believe in the long-term benefits of value and momentum investing.
Summary
The Invesco S&P 500 Value with Momentum ETF (SPVM) offers exposure to large-cap U.S. equities with both value and momentum characteristics, tracking the S&P 500 High Momentum Value Index. It is managed by Invesco, a reputable ETF provider, and has a moderate expense ratio. SPVM is suitable for long-term investors seeking diversified exposure to value and momentum strategies. The ETF's performance is influenced by market conditions, economic growth, and investor sentiment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- Yahoo Finance
- ETF.com
Disclaimers:
This analysis is based on available information and should not be considered financial advice. Market conditions and ETF performance are subject to change.
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 500 Value with Momentum 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 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 tomeasure the performance of 100 stocks in the S&P 500® Index (the "Parent Index") that have relatively high "value" and "momentum" scores.
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