XSVM logo

XSVM ETF

Profile

Name:

Invesco S&P SmallCap Value with Momentum ETF

Assets under management:

$876 M

Expense ratio:

0.29%

Inception date:

03 March 2005

Last ex-dividend date:

23 September 2024

Next ex-dividend date:

N/A

Description:

XSVM is an exchange-traded fund (ETF) that focuses on small-cap value stocks in the U.S. market. It aims to provide investors with exposure to companies that are undervalued, potentially offering growth opportunities. The fund is designed for those seeking diversification and long-term capital appreciation.
Name
Weight
SNEX logo
StoneX(SNEX)
1.88 %
GEO logo
GEO(GEO)
1.46 %
1.44 %
EZPW logo
EZCORP(EZPW)
1.37 %
1.31 %
ANDE logo
Andersons(ANDE)
1.24 %
1.24 %

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Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
XSVM
zacks.com04 October 2024

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

XSVM: Mixing Value With Momentum
XSVM: Mixing Value With Momentum
XSVM: Mixing Value With Momentum
XSVM
seekingalpha.com29 August 2024

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: Wait And See Approach Is Warranted For Low-Valuation Small-Cap ETF
XSVM: Wait And See Approach Is Warranted For Low-Valuation Small-Cap ETF
XSVM: Wait And See Approach Is Warranted For Low-Valuation Small-Cap ETF
XSVM
seekingalpha.com29 August 2024

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.

Small-Cap ETF (XSVM) Hits New 52-Week High
Small-Cap ETF (XSVM) Hits New 52-Week High
Small-Cap ETF (XSVM) Hits New 52-Week High
XSVM
zacks.com26 July 2024

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.

Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
XSVM
Zacks Investment Research20 March 2024

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

Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
XSVM
Zacks Investment Research16 January 2024

If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the Invesco S&P SmallCap Value with Momentum ETF (XSVM), a passively managed exchange traded fund launched on 03/03/2005.

Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
XSVM
Zacks Investment Research16 November 2023

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

XSVM: Reasons Why I'm Not Upgrading This Value And Momentum Vehicle
XSVM: Reasons Why I'm Not Upgrading This Value And Momentum Vehicle
XSVM: Reasons Why I'm Not Upgrading This Value And Momentum Vehicle
XSVM
Seeking Alpha10 November 2023

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.

Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
XSVM
Zacks Investment Research13 September 2023

If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the Invesco S&P SmallCap Value with Momentum ETF (XSVM), a passively managed exchange traded fund launched on 03/03/2005.

XSVM: Good Looking Strategy, Underwhelming Performance
XSVM: Good Looking Strategy, Underwhelming Performance
XSVM: Good Looking Strategy, Underwhelming Performance
XSVM
Seeking Alpha25 July 2023

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.

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FAQ

  • What is XSVM ETF?
  • Does XSVM pay dividends?
  • What stocks are in XSVM ETF?
  • What is the current assets under management for XSVM?
  • What is XSVM average volume?
  • What is XSVM expense ratio?
  • What is XSVM inception date?

What is XSVM ETF?

XSVM is an exchange-traded fund (ETF) that focuses on small-cap value stocks in the U.S. market. It aims to provide investors with exposure to companies that are undervalued, potentially offering growth opportunities. The fund is designed for those seeking diversification and long-term capital appreciation.

Does XSVM pay dividends?

Yes, the Invesco S&P SmallCap Value with Momentum ETF does pays dividends, with the most recent payment being $0.24 per share. The last ex-dividend date was on 23 September 2024, and the next ex-dividend date has not been announced yet

What stocks are in XSVM ETF?

As of today, Invesco S&P SmallCap Value with Momentum ETF inlcudes 115 holdings, with 113 of them being companies from 1 different countries and 10 sectors. The most weighted holdings are StoneX (1.88%), Group 1 Automotive (1.73%) and Bread Financial Holdings (1.67%)

What is the current assets under management for XSVM?

Assets under management of Invesco S&P SmallCap Value with Momentum ETF is $876 M

What is XSVM average volume?

Average volume of Invesco S&P SmallCap Value with Momentum ETF is $62 K

What is XSVM expense ratio?

Expense ratio of Invesco S&P SmallCap Value with Momentum ETF is 0.29%

What is XSVM inception date?

Inception date of Invesco S&P SmallCap Value with Momentum ETF is 03 March 2005