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Invesco S&P SmallCap Value with Momentum ETF

XSVM tracks a value score-weighted index of US small-cap stocks selected by a combination of value and momentum screens.

Launched on 03/03/2005, the Invesco S&P SmallCap Value with Momentum ETF (XSVM) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.

Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?

Small caps, heavily influenced by domestic conditions, align with Trump's “Make America Great Again” strategy. XSVM ETF could benefit from Trump's policies and Fed rate cuts, thanks to an improvement in short-term financial conditions. Despite long-term risks of inflation and downturns, XSVM's approach, tracking the S&P SmallCap 600 High Momentum Value Index, balances value and momentum for potential volatility control.

XSVM Ready For The "Make America Great Again" Trump Wave

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The S&P 500 has returned a remarkable 23% this year. So if you own an ETF that's not up as much as that — it really stings.

Cathie Wood's ETF Isn't The Only One Missing This Year's Rally

XSVM tracks the S&P 600 High Momentum Value Index, focusing on small-cap stocks with high value and momentum scores. The ETF aims to blend defensive value traits with momentum, but this may not be the best combination of factors for long-term investors. Its performance has been more or less the same as its peers' since its inception but it has underperformed consistently for a very long time.

XSVM: Mixing Value With Momentum

The Invesco S&P SmallCap Value with Momentum ETF offers exposure to small-cap companies with low valuations and strong recent performance, outperforming small-cap indexes long term. XSVM's portfolio is heavily weighted towards financial services, consumer discretionary, and industrial sectors, with low exposure to technology and healthcare, resulting in lower valuations. Despite recent underperformance, XSVM's low valuations and high growth profile make it a compelling watch list candidate for economic recovery and future growth.

XSVM: Wait And See Approach Is Warranted For Low-Valuation Small-Cap ETF

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On Monday, U.S. stocks closed at session highs, continuing their rally from last week's strong performance.

Time for Momentum ETFs?

Stocks surged higher on Thursday as retail sales showed gains and Fed cues of interest rate cuts.

Momentum ETFs to Play as Wall Street Rallies?

For investors seeking momentum, Invesco S&P SmallCap Value with Momentum ETF XSVM is probably on the radar. The fund just hit a 52-week high and is up 28% from its 52-week low price of $44.86/share.

Small-Cap ETF (XSVM) Hits New 52-Week High

Invesco S&P SmallCap Value with Momentum ETF selects and weights small-cap stocks based on 3 valuation ratios and momentum. Not only is the valuation attractive, but fundamental growth rates are also superior to the benchmark. The XSVM ETF has not brought significant excess return or risk reduction relative to its parent index in 19 years, and it has been average among peers.

XSVM: Valuation And Growth Are Attractive, Returns, Not So Much

Invesco's S&P SmallCap Value with Momentum ETF is a buy due to the potential for its top holdings to make a strong comeback. XSVM has attractive valuation metrics and strong one-year performance compared to other small-cap ETFs.

XSVM: Several Underdog Holdings Could Prove To Be Serious Value Buys

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The Santa Claus Rally refers to the jump in stock prices in the week between Christmas and New Year's Day.

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High-beta and high-momentum products are expected to outperform during Santa Claus rally and are intriguing choices for a short spell.

Bet on High Beta & Momentum ETFs to Cash In On Santa Rally

Invesco S&P SmallCap Value with Momentum ETF has a strategy built around a combination of seemingly contradictory concepts of underappreciated equities and robust price performance. XSVM's unique factor approach is supposed to be an answer to the chronic underperformance of value strategies. It did achieve solid performance over a few periods but at the expense of high turnover and painful volatility.

XSVM: Reasons Why I'm Not Upgrading This Value And Momentum Vehicle

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After a downbeat September, October started on a volatile note. While jitters may emanate from rising rates in the month, strength may be added by peaking rates, falling inflation, rebounding manufacturing activities and the upcoming holiday season.

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The third-quarter was a downbeat period for investors, mainly due to rising rates. But these top-ranked ETFs topped the S&P 500 in the third quarter.

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Peaking rates, decent U.S. GDP growth rate, stronger greenback and still-high consumer spending make these small-cap value ETFs better-positioned.

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The month of July was especially upbeat for small-cap indexes.

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Invesco S&P SmallCap Value with Momentum ETF combines 3 valuation ratios and a momentum score to pick small caps. It is well-diversified across sectors and holdings. It has not brought excess return over its parent index since 2005.

XSVM: Good Looking Strategy, Underwhelming Performance

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Small-cap stocks and ETFs have been gaining strength lately on the signing of the debt deal, upbeat U.S. jobs data and chances of no rate hike this week.

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Hello! This is markets reporter Isabel Wang bringing you this week's ETF Wrap. In this week's edition, we take a look at small-cap ETFs, which attracted significant inflows in the past week as small-cap stocks have rebounded after being left behind by the megacap technology shares which soared in 2023.

Why it is risky for ETF investors to blindly chase the small-cap rally

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Momentum investing is an investment strategy that aims to capitalize on the continuance of an existing market trend.

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In a fresh approach to averting an economic disaster, President Joe Biden and House Speaker Kevin McCarthy find a middle ground to raise the debt ceiling, reshaping the way the U.S. government operates.

Play Momentum ETFs as U.S. Strikes a Debt Deal

Invesco S&P MidCap Value with Momentum ETF

Amid Debt Ceiling hope and positive Q1 results from Walmart, Wall Street looks poised for a significant rally. Now might be the time to consider Momentum ETFs.

Wall Street On the Brink of Rally? Momentum ETFs to Tap

The Avantis U.S. Small Cap Value ETF is an actively managed ETF focused on Value stocks in the Small-Cap part of the US stock market. The Invesco S&P SmallCap Value with Momentum ETF invests in the same part of the US stock market but adds a momentum factor into their process.

AVUV Vs. XSVM: Active Small-Cap Value ETFs Use Different Strategies

The XSVM ETF selects stocks that score well on both 'Value' and 'Momentum' factors. While returns have been good, it is mostly driven by an exceptional 2021. I fear the ETF's outperformance from 2021 is not repeatable.

News for Invesco S&P SmallCap Value with Momentum ETF ETF (XSVM)