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Upturn AI SWOT - About
Invesco S&P MidCap Momentum ETF (XMMO)
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Upturn Advisory Summary
10/24/2025: XMMO (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 39.81% | Avg. Invested days 57 | 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 10/24/2025 |
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, which is composed of mid-capitalization U.S. stocks exhibiting relatively high momentum. It provides exposure to mid-cap stocks with high price momentum.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation for providing a diverse range of investment products, including ETFs.
Management Expertise
Invesco has a dedicated team of experienced portfolio managers and analysts specializing in ETFs and index tracking strategies.
Investment Objective
Goal
The fund seeks investment results that correspond generally to the price and yield of the S&P MidCap 400 Momentum Index.
Investment Approach and Strategy
Strategy: The ETF employs a 'passive' or indexing investment approach, attempting to replicate the performance of the S&P MidCap 400 Momentum Index.
Composition The ETF primarily holds stocks of mid-capitalization U.S. companies that have exhibited high price momentum based on the index methodology.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 431351500
Competitors
Key Competitors
- iShares MSCI USA Momentum Factor ETF (MTUM)
- Alpha Architect U.S. Quantitative Momentum ETF (QMOM)
- VictoryShares US 500 Enhanced Volatility Wtd ETF (CFA)
Competitive Landscape
The competitive landscape consists of other momentum ETFs. XSMO focuses specifically on mid-cap momentum, potentially offering more targeted exposure. Competitors like MTUM have broader market coverage, while others utilize different methodologies for calculating momentum.
Financial Performance
Historical Performance: Historical performance data not available.
Benchmark Comparison: Performance can be compared against the S&P MidCap 400 Momentum Index to assess tracking effectiveness.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The average trading volume is reasonably liquid, making it easy to buy and sell shares.
Bid-Ask Spread
The bid-ask spread is usually tight which reduces transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment can significantly impact the performance of momentum stocks.
Growth Trajectory
The growth trajectory is influenced by the overall market environment and the effectiveness of the momentum factor in identifying outperforming stocks.
Moat and Competitive Advantages
Competitive Edge
XSMO offers a specialized exposure to mid-cap momentum stocks. It offers a cost-effective way to access a specific investment factor. The fund has a proven ability to track the underlying S&P MidCap 400 Momentum Index. However, it is dependent on the success of the momentum factor itself.
Risk Analysis
Volatility
Momentum stocks tend to exhibit higher volatility than the broader market due to their growth-oriented nature.
Market Risk
The fund is subject to market risk, sector concentration risk, and momentum factor risk, as the selected stocks may not continue to outperform.
Investor Profile
Ideal Investor Profile
The ETF is suited for investors seeking to enhance portfolio returns through exposure to mid-cap stocks with high price momentum.
Market Risk
The ETF is suitable for investors with a moderate to high-risk tolerance seeking to add a tactical allocation to their portfolios or complement their index fund portfolios.
Summary
The Invesco S&P MidCap Momentum ETF (XSMO) provides targeted exposure to mid-cap stocks exhibiting high price momentum, potentially enhancing returns for investors with a moderate to high-risk tolerance. It employs a passive indexing strategy, tracking the S&P MidCap 400 Momentum Index at an expense ratio of 0.39%. The ETF's performance is influenced by market dynamics and the effectiveness of the momentum factor, while offering a specialized exposure compared to broad-market momentum ETFs. Investors should consider the ETF's volatility and risks associated with momentum investing before investing. Overall, it is a useful vehicle to implement a specific investment strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco.com
- etf.com
- morningstar.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share information may be unavailable or outdated. Consult with a financial advisor before making any investment decisions.
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.
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.