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Upturn AI SWOT - About
Invesco S&P SmallCap Value with Momentum ETF (XSVM)
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Upturn Advisory Summary
10/24/2025: XSVM (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 1.62% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.22 | 52 Weeks Range 43.07 - 60.35 | Updated Date 06/30/2025 |
52 Weeks Range 43.07 - 60.35 | Updated Date 06/30/2025 |
Upturn AI SWOT
Invesco S&P SmallCap Value with Momentum ETF
ETF Overview
Overview
The Invesco S&P SmallCap Value with Momentum ETF (XSVM) seeks to track the investment results of the S&P SmallCap 600 High Momentum Value Index. It focuses on small-cap US equities that exhibit both value and momentum characteristics.
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 factor-based investing and small-cap equities.
Investment Objective
Goal
The ETF aims to provide investment results that correspond to the price and yield performance of the S&P SmallCap 600 High Momentum Value Index.
Investment Approach and Strategy
Strategy: The ETF tracks the S&P SmallCap 600 High Momentum Value Index.
Composition The ETF holds a portfolio of small-cap US equities selected based on value and momentum factors.
Market Position
Market Share: XSVM holds a moderate market share within the small-cap value ETF segment.
Total Net Assets (AUM): 362500000
Competitors
Key Competitors
- VIOV
- AVUV
- IJS
Competitive Landscape
The small-cap value ETF market is competitive, with several providers offering similar exposures. XSVM differentiates itself through its specific value and momentum methodology, potentially offering enhanced returns compared to broader small-cap value ETFs. However, the specific methodology might lead to higher tracking error or increased volatility compared to more broadly diversified funds. VIOV provides similar value exposure, AVUV uses a more comprehensive approach to identify value, and IJS is a broader S&P 600 Small-Cap value ETF.
Financial Performance
Historical Performance: Historical performance data is best obtained from financial data providers. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance should be compared to the S&P SmallCap 600 High Momentum Value Index to evaluate its tracking efficiency.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The average trading volume is moderate, indicating adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting sufficient liquidity for trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and investor sentiment towards small-cap and value stocks influence the ETF's performance.
Growth Trajectory
The ETF's growth depends on the performance of small-cap value stocks and the continued popularity of factor-based investing. Any strategy changes would likely be tied to index methodology updates.
Moat and Competitive Advantages
Competitive Edge
XSVM's competitive advantage lies in its unique blend of value and momentum factors within the small-cap space. This factor combination aims to capture superior returns compared to traditional value strategies. The ETF's defined index methodology provides transparency. However, its specific factor focus can also be a disadvantage during periods when value and momentum are out of favor. The Invesco brand provides a level of trust.
Risk Analysis
Volatility
The ETF's volatility is expected to be higher than broader market indexes due to its focus on small-cap stocks and factor-based investing.
Market Risk
The ETF is subject to market risk, particularly related to small-cap stocks and sector-specific risks within the small-cap universe. Value and momentum strategies may underperform during certain market cycles.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking exposure to small-cap value stocks with a momentum tilt. Investors should have a moderate to high risk tolerance and a long-term investment horizon.
Market Risk
The ETF is best suited for long-term investors seeking to enhance returns through factor-based investing.
Summary
The Invesco S&P SmallCap Value with Momentum ETF (XSVM) offers exposure to small-cap US equities exhibiting both value and momentum characteristics. It aims to outperform broad small-cap indexes through factor-based investing. The ETF is subject to higher volatility due to its small-cap focus and factor-based strategy. It is appropriate for long-term investors with a higher risk tolerance. Investors should carefully consider their investment objectives and risk tolerance before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- Morningstar
- ETF.com
- FactSet
Disclaimers:
All data and analysis are based on publicly available information. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and consultation with a 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 Value with 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 designed to measure the performance of 120 stocks in the S&P SmallCap 600® Index that have relatively high "value" and "momentum" scores.
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.