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Upturn AI SWOT - About
Invesco S&P MidCap Momentum ETF (XMMO)
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Upturn Advisory Summary
06/30/2025: XMMO (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit 30.72% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.23 | 52 Weeks Range 97.25 - 136.28 | Updated Date 06/30/2025 |
52 Weeks Range 97.25 - 136.28 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco S&P MidCap Momentum ETF
ETF Overview
Overview
The Invesco S&P MidCap Momentum ETF (XSMO) seeks to track the investment results of the S&P MidCap 400 Momentum Index. It focuses on mid-capitalization U.S. equities with high momentum scores, aiming for capital appreciation. The fund invests primarily in stocks from the S&P MidCap 400 Index that exhibit the strongest price momentum.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and track record.
Management Expertise
Invesco has a team of experienced investment professionals managing a wide range of ETF products.
Investment Objective
Goal
To track the investment results of the S&P MidCap 400 Momentum Index.
Investment Approach and Strategy
Strategy: The fund tracks the S&P MidCap 400 Momentum Index, which selects stocks from the S&P MidCap 400 based on their momentum scores.
Composition The ETF holds a basket of mid-cap U.S. equities selected based on their price momentum.
Market Position
Market Share: Information on exact market share for XSMO is not readily available as it varies by sector. Momentum based investing is a specific sector within mid-cap equity ETFs.
Total Net Assets (AUM): 148342623
Competitors
Key Competitors
- iShares MSCI USA Momentum Factor ETF (MTUM)
- SPDR Portfolio S&P 400 Mid Cap ETF (SPMD)
- Vanguard Mid-Cap ETF (VO)
Competitive Landscape
The competitive landscape consists of ETFs tracking similar momentum factors or broader mid-cap indices. XSMO's advantage lies in its specific focus on mid-cap momentum. Disadvantages include potential underperformance compared to broader market indices during periods when momentum strategies are out of favor.
Financial Performance
Historical Performance: Historical performance data is readily available from financial websites and varies yearly, data points not included here but easily accessible.
Benchmark Comparison: The ETF's performance is benchmarked against the S&P MidCap 400 Momentum Index.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The average trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, suggesting relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, and investor sentiment toward momentum stocks influence XSMO's performance.
Growth Trajectory
The fund's growth depends on the performance of momentum stocks within the mid-cap market and investor demand for this strategy. Changes involve rebalancing as momentum shifts.
Moat and Competitive Advantages
Competitive Edge
XSMO's competitive advantage lies in its pure focus on mid-cap momentum stocks. This targeted approach can deliver strong returns during periods when momentum strategies are in favor, but it may also lead to higher volatility. Invesco's experience in managing factor-based ETFs also contributes to its appeal. The fund is rebalanced semi-annually. The fund's lower expense ratio can be a competitive advantage.
Risk Analysis
Volatility
XSMO's volatility can be higher than the broader market due to its focus on momentum stocks.
Market Risk
The ETF is subject to market risk, as the value of its holdings can fluctuate based on overall market conditions and the performance of the underlying companies.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking capital appreciation with a higher risk tolerance and an interest in momentum-based strategies.
Market Risk
XSMO is best suited for investors with a long-term investment horizon who understand the risks and rewards of momentum investing and a high risk tolerance.
Summary
The Invesco S&P MidCap Momentum ETF (XSMO) offers targeted exposure to mid-cap U.S. equities with high momentum. It seeks to track the S&P MidCap 400 Momentum Index, offering potential for capital appreciation. This ETF is appropriate for investors seeking focused exposure to the momentum factor in the mid-cap market with a relatively high risk tolerance. Its performance depends on the success of momentum strategies and can be more volatile than the broader market. While the expense ratio is reasonable at 0.39%, the success of the fund relies upon the identification and tracking of key momentum trends in the mid-cap sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share information is approximate and may vary.
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 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 composed of constituents of the S&P MidCap 400® Index that have the highest momentum score.
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