XSVM
Invesco S&P SmallCap Value with Momentum ETF
📎 Investment Objective
The Invesco S&P SmallCap Value with Momentum ETF (XSVM) seeks to track the investment results of an index that is designed to provide exposure to small-capitalization U.S. stocks exhibiting both value and momentum characteristics.
Overview
ETF tracking Invesco S&P SmallCap Value with Momentum ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Invesco S&P SmallCap Value with Momentum ETF (XSVM) seeks to track the investment results of an index that is designed to provide exposure to small-capitalization U.S. stocks exhibiting both value and momentum characteristics.
🎯 Investment Strategy
The fund tracks the S&P SmallCap 600 Value with Momentum Index, which is composed of 120 small-cap stocks from the S&P SmallCap 600 Index that exhibit both value and momentum factors. The index is rebalanced and reconstituted quarterly.
✨ Key Features
- Provides exposure to small-cap U.S. stocks with both value and momentum characteristics
- Seeks to outperform the broader small-cap market by focusing on stocks with attractive valuations and positive price momentum
- Diversified portfolio of 120 small-cap stocks, rebalanced quarterly
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Small-cap stocks may be more volatile and less liquid than large-cap stocks
- Momentum investing style can underperform in certain market environments
- Concentration in a specific market segment (small-cap value) increases risk
- Tracking error risk as the fund may not perfectly replicate the underlying index
👤 Best For
This ETF may be suitable for investors seeking exposure to small-cap U.S. stocks with a value and momentum tilt, as part of a diversified portfolio. It may be most appropriate for investors with a higher risk tolerance and a longer-term investment horizon.