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Upturn AI SWOT - About
Invesco S&P 500 Value with Momentum ETF (SPVM)
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Upturn Advisory Summary
10/24/2025: SPVM (1-star) is a SELL. SELL since 5 days. Simulated Profits (12.21%). Updated daily EoD!
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 23.83% | Avg. Invested days 68 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 Value and Momentum Multi-Factor Index. The fund invests in stocks of large-cap U.S. companies, emphasizing both value and momentum factors.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and extensive experience in the ETF market.
Management Expertise
Invesco has a dedicated team of experienced portfolio managers and analysts responsible for managing its ETFs, with a focus on quantitative and factor-based investing.
Investment Objective
Goal
To track the investment results of the S&P 500 Value and Momentum Multi-Factor Index.
Investment Approach and Strategy
Strategy: Tracks a specific index (S&P 500 Value and Momentum Multi-Factor Index) focusing on value and momentum factors within the S&P 500.
Composition Primarily composed of large-cap U.S. stocks selected based on value and momentum characteristics.
Market Position
Market Share: SPVM holds a moderate market share within the smart beta ETF landscape.
Total Net Assets (AUM): 362500000
Competitors
Key Competitors
- iShares Edge MSCI USA Value Factor ETF (VLUE)
- Vanguard Value ETF (VTV)
- Avantis U.S. Equity ETF (AVUS)
Competitive Landscape
The smart beta ETF market is highly competitive. SPVM's strength lies in its specific factor combination (value and momentum). Competitors offer exposure to value, growth, or other factor combinations. SPVM's performance is highly dependent on the relative performance of value and momentum as factors, which can be cyclical.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers.
Benchmark Comparison: The ETF's performance can be compared against the S&P 500 and other value or momentum-focused ETFs.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
SPVM exhibits a moderate average trading volume, reflecting decent liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards value and momentum stocks can significantly influence SPVM's performance.
Growth Trajectory
Growth depends on the continued interest in factor-based investing and the relative performance of value and momentum strategies.
Moat and Competitive Advantages
Competitive Edge
SPVM's competitive edge lies in its specific combination of value and momentum factors within the large-cap U.S. equity space. This strategy differentiates it from pure value or pure momentum plays, offering a potentially diversified factor exposure. Invesco's established reputation as an ETF provider also contributes to its competitive standing. The index methodology uses a multi-factor approach which may enhance returns compared to single-factor ETFs.
Risk Analysis
Volatility
SPVM's volatility is generally comparable to that of the S&P 500, but may fluctuate based on the performance of value and momentum stocks.
Market Risk
The primary market risk is the potential underperformance of value and momentum factors compared to the broader market.
Investor Profile
Ideal Investor Profile
SPVM is suitable for investors seeking exposure to value and momentum factors in the large-cap U.S. equity market, with a tolerance for moderate volatility.
Market Risk
SPVM is suitable for long-term investors looking for factor diversification within their portfolio. Also may be suitable for those 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 U.S. large-cap stocks selected based on both value and momentum characteristics. The ETF tracks the S&P 500 Value and Momentum Multi-Factor Index and seeks to capture potential outperformance from these two factors. The fund's performance is influenced by the relative performance of value and momentum strategies, and it is suitable for investors seeking diversified factor exposure. With moderate liquidity and reasonable expense ratio, it provides a cost-effective way to invest in a smart beta strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Market share estimates are approximate and may vary depending on the source.
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.
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.