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Upturn AI SWOT - About
Invesco S&P MidCap Quality ETF (XMHQ)
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Upturn Advisory Summary
08/14/2025: XMHQ (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 16% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 mid-capitalization U.S. stocks with the highest quality scores based on return on equity, accruals ratio, and financial leverage ratio. It focuses on mid-cap companies exhibiting strong financial fundamentals.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of providing diverse investment solutions.
Management Expertise
Invesco has experienced portfolio managers and analysts specializing in quantitative investment strategies and ETF management.
Investment Objective
Goal
To track the investment results of the S&P MidCap 400 Quality Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the S&P MidCap 400 Quality Index.
Composition The ETF primarily holds stocks of mid-capitalization U.S. companies selected based on their quality scores derived from financial ratios.
Market Position
Market Share: XMHQ holds a moderate market share within the mid-cap quality ETF segment.
Total Net Assets (AUM): 463100000
Competitors
Key Competitors
- Principal U.S. Small-Cap Multi-Factor ETF (USMC)
- FlexShares Quality Dividend Defensive Index Fund (QDEF)
- WisdomTree U.S. Quality Dividend Growth Fund (DGRS)
Competitive Landscape
The mid-cap quality ETF industry is moderately competitive. XMHQ's strength lies in its established index methodology and the Invesco brand. However, competitors offer variations in factor weighting, dividend focus, or size segment, potentially appealing to different investor preferences. USMC focuses on small cap stocks, QDEF focuses on dividend and defensive, while DGRS focuses on dividend growth and quality.
Financial Performance
Historical Performance: Historical performance data should be sourced from reliable financial data providers (e.g., Morningstar, Bloomberg).
Benchmark Comparison: Benchmark comparison requires analyzing XMHQ's returns relative to the S&P MidCap 400 Index over various periods.
Expense Ratio: 0.22
Liquidity
Average Trading Volume
XMHQ exhibits moderate trading volume, reflecting reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating efficient trading and low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, and sector-specific trends impact XMHQ's performance. A favorable economic environment generally benefits mid-cap stocks.
Growth Trajectory
The growth trajectory is influenced by investor demand for quality-focused investments and the overall performance of the mid-cap market. There haven't been any significant changes to the strategy or holdings.
Moat and Competitive Advantages
Competitive Edge
XMHQ's competitive edge is based on the well-defined methodology of the S&P MidCap 400 Quality Index, providing a transparent and rules-based approach to selecting quality mid-cap stocks. It leverages Invesco's brand recognition and distribution network. The quality factor is a well-understood and widely accepted investment principle. The ETF's relatively low expense ratio compared to some competitors is also an advantage.
Risk Analysis
Volatility
XMHQ's volatility is generally comparable to that of the broader mid-cap market.
Market Risk
XMHQ is subject to market risk, including fluctuations in stock prices and broader economic downturns. The focus on quality can mitigate some downside risk but does not eliminate it.
Investor Profile
Ideal Investor Profile
The ideal investor for XMHQ is one seeking exposure to mid-cap stocks with a focus on quality and financial strength. It suits investors who prioritize long-term capital appreciation and are comfortable with moderate risk.
Market Risk
XMHQ is suitable for long-term investors seeking a quality-focused approach to mid-cap equity investing. It can serve as a core holding within a diversified portfolio.
Summary
The Invesco S&P MidCap Quality ETF (XMHQ) offers a focused investment in mid-capitalization U.S. companies with high-quality characteristics. By tracking the S&P MidCap 400 Quality Index, it aims to provide exposure to companies with strong financials and efficient operations. The ETFu2019s low expense ratio and Invesco's reputation contribute to its appeal. Market volatility and broader economic conditions are the primary risks investors should consider. It's suitable for long-term investors seeking quality-focused mid-cap exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- Morningstar
- Bloomberg
- S&P Dow Jones Indices
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. 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 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.