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Upturn AI SWOT - About
Invesco S&P MidCap Quality ETF (XMHQ)
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Upturn Advisory Summary
10/24/2025: XMHQ (1-star) is currently NOT-A-BUY. Pass it for now.
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 17.45% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.17 | 52 Weeks Range 80.49 - 109.20 | Updated Date 06/30/2025 |
52 Weeks Range 80.49 - 109.20 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco S&P MidCap Quality ETF
ETF Overview
Overview
The Invesco S&P MidCap Quality ETF (XMHQ) seeks to track the investment results of the S&P MidCap 400 Quality Index, which is composed of U.S. mid-capitalization stocks with the highest quality scores based on fundamental factors such as return on equity, accruals ratio, and financial leverage ratio.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record in the ETF market.
Management Expertise
Invesco has extensive experience in managing index-based and factor-based ETFs.
Investment Objective
Goal
To track the investment results of the S&P MidCap 400 Quality Index.
Investment Approach and Strategy
Strategy: Tracks the S&P MidCap 400 Quality Index, selecting mid-cap stocks based on quality metrics.
Composition Primarily holds stocks of U.S. mid-sized companies identified as high-quality based on fundamental factors.
Market Position
Market Share: XMHQ holds a portion of the market share within the mid-cap quality ETF segment.
Total Net Assets (AUM): 145835120
Competitors
Key Competitors
- Principal Quality ETF (PSET)
- Alpha Architect U.S. Quantitative Value ETF (QVAL)
- FlexShares Ready Access Variable Income ETF (RAVI)
Competitive Landscape
The mid-cap quality ETF market is moderately competitive. XMHQ benefits from Invesco's brand recognition and established index methodology. Competitors may focus on different quality metrics or have lower expense ratios, providing investors with alternative options. XMHQ's competitive advantage lies in its specific S&P index tracking and Invesco's market presence.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved directly from financial data providers. Note: historical data will fluctuate with market movement.
Benchmark Comparison: Benchmark comparison requires access to historical performance data of both the ETF and the S&P MidCap 400 Quality Index.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume is moderate, suggesting reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as GDP growth, interest rates, and inflation can impact mid-cap companies. Sector growth prospects within the mid-cap universe and overall market sentiment also play significant roles.
Growth Trajectory
Growth trends depend on the performance of mid-cap stocks and the effectiveness of the quality screening methodology. Changes to the underlying index or investment strategy could influence future performance.
Moat and Competitive Advantages
Competitive Edge
XMHQ benefits from its association with the S&P brand, leveraging the credibility and recognition of the S&P MidCap 400 Quality Index. The ETF's quality-focused approach provides a differentiated strategy within the mid-cap space. Invesco's established distribution network and marketing efforts contribute to its competitive position. This fund benefits from strong index screening and is popular with investors interested in quality.
Risk Analysis
Volatility
Historical volatility can be determined using historical price data of XMHQ, indicating the degree of price fluctuations.
Market Risk
XMHQ is subject to market risk associated with investments in mid-cap equities. Economic downturns, sector-specific challenges, and changes in investor sentiment can all impact performance.
Investor Profile
Ideal Investor Profile
The ideal investor is someone looking for exposure to mid-cap stocks with a quality tilt. This ETF might be suitable for those seeking potentially higher risk-adjusted returns from a quality-focused portfolio.
Market Risk
This ETF is suitable for long-term investors seeking a diversified portfolio with a quality focus and a willingness to accept moderate levels of risk.
Summary
Invesco S&P MidCap Quality ETF (XMHQ) offers exposure to U.S. mid-cap stocks selected based on quality metrics. The ETF tracks the S&P MidCap 400 Quality Index and is managed by Invesco. This fund is suitable for long-term investors who prioritize high-quality stocks within the mid-cap segment. While the fund has a moderate expense ratio, it is still a good opportunity for investors to target mid cap stocks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- Morningstar
- ETF.com
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market data is 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 MidCap Quality 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 composed of a subset of securities from the S&P MidCap 400® Index that the index provider has determined to have high "quality".
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.