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Upturn AI SWOT - About
Invesco S&P SmallCap Momentum ETF (XSMO)
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Upturn Advisory Summary
07/30/2025: XSMO (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 26.62% | Avg. Invested days 70 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 07/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.23 | 52 Weeks Range 53.80 - 73.83 | Updated Date 06/30/2025 |
52 Weeks Range 53.80 - 73.83 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco S&P SmallCap Momentum ETF
ETF Overview
Overview
The Invesco S&P SmallCap Momentum ETF (XSMO) tracks the S&P SmallCap 600 Momentum Index, focusing on U.S. small-cap stocks exhibiting the highest price momentum. The ETF aims to provide exposure to companies with strong recent performance within the small-cap segment.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of managing ETFs.
Management Expertise
Invesco has a dedicated team of investment professionals with experience in managing various ETFs and tracking different market segments.
Investment Objective
Goal
The primary investment goal of XSMO is to track the investment results, before fees and expenses, of the S&P SmallCap 600 Momentum Index.
Investment Approach and Strategy
Strategy: XSMO tracks the S&P SmallCap 600 Momentum Index, which selects stocks from the S&P SmallCap 600 Index based on their momentum scores.
Composition The ETF holds a portfolio of U.S. small-cap stocks selected based on their price momentum. The holdings primarily consist of common stock.
Market Position
Market Share: XSMO holds a noticeable market share within the small-cap momentum ETF segment, but is not the leader.
Total Net Assets (AUM): 481000000
Competitors
Key Competitors
- IJR
- VIOO
- SMLV
Competitive Landscape
The small-cap ETF market is competitive, with several large players offering similar strategies or broader small-cap exposure. XSMO's momentum focus provides a distinct factor-based approach, but its AUM is significantly lower than larger, broader small-cap ETFs like IJR. Competitors may have lower expense ratios or greater liquidity, representing advantages over XSMO.
Financial Performance
Historical Performance: Historical performance varies based on the time frame but shows sensitivity to momentum factors. Past performance does not guarantee future results.
Benchmark Comparison: XSMO's performance should be compared to the S&P SmallCap 600 Momentum Index to evaluate tracking efficiency.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
XSMO exhibits moderate liquidity with a reasonable average trading volume, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for XSMO is typically tight, which indicates efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards small-cap stocks influence XSMO's performance. Sector-specific trends within the small-cap universe also play a significant role.
Growth Trajectory
XSMO's growth depends on the continued popularity of factor-based investing and the sustained outperformance of momentum strategies in the small-cap market. Changes in index methodology or holdings may impact its performance.
Moat and Competitive Advantages
Competitive Edge
XSMO's competitive edge lies in its focus on the momentum factor within the small-cap space. Its targeted approach can potentially provide enhanced returns during periods of strong market momentum. Invesco's reputation as a reputable ETF provider further supports investor confidence. However, the factor-based approach can also result in underperformance during periods where momentum investing is out of favor.
Risk Analysis
Volatility
XSMO's volatility may be higher than broader small-cap ETFs due to its concentration on momentum stocks, which can experience rapid price swings.
Market Risk
XSMO is subject to market risk, particularly the risks associated with investing in small-cap companies, which can be more volatile and sensitive to economic downturns.
Investor Profile
Ideal Investor Profile
The ideal investor for XSMO is one who seeks targeted exposure to small-cap stocks with high momentum and is comfortable with potentially higher volatility. They should have a medium to long-term investment horizon.
Market Risk
XSMO is suitable for active traders or investors seeking to implement factor-based investment strategies within a diversified portfolio. It may not be ideal for risk-averse investors or those seeking stable income.
Summary
The Invesco S&P SmallCap Momentum ETF (XSMO) offers a targeted approach to small-cap investing by focusing on stocks with high price momentum. While this strategy has the potential to outperform during favorable market conditions, it also carries a higher risk due to its concentrated focus and the inherent volatility of momentum stocks. XSMO's expense ratio is relatively low, adding to its appeal for investors seeking factor-based exposure. Investors should carefully consider their risk tolerance and investment objectives before investing in XSMO.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- ETF.com
- Morningstar
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. Investment decisions should be made based on your individual circumstances and after consulting with a qualified financial advisor.
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 SmallCap 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 SmallCap 600® 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.