XSVM logo

XSVM ETF

Profile

Name:

Invesco S&P SmallCap Value with Momentum ETF

Assets under management:

$859 M

Expense ratio:

0.29%

Inception date:

03 March 2005

Last ex-dividend date:

23 December 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
1.80 %
SNEX logo
StoneX(SNEX)
1.41 %
1.40 %
1.40 %
1.38 %
1.33 %
EZPW logo
EZCORP(EZPW)
1.26 %

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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 introduced on March 3, 2005. It is a passively managed exchange-traded fund that aims to provide wide access to the Small Cap Value part of the US stock market.

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

XSVM follows the S&P 600 High Momentum Value Index, which targets small-cap stocks that have strong value and momentum ratings. While the ETF tries to combine defensive value characteristics with momentum, this mix might not be ideal for long-term investors. Since it started, its performance has been similar to other funds, but it has consistently lagged behind for a 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 focuses on small companies that are undervalued but have shown good performance recently, and it has done better than small-cap indexes over time. Its investments are mainly in financial services, consumer goods, and industrial sectors, while it has less investment in technology and healthcare, leading to lower valuations. Even though it hasn't performed well recently, its low valuations and potential for growth make it an interesting option to consider for future economic recovery.

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 $0.22 per share. The last ex-dividend date was on 23 December 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 121 holdings, with 120 of them being companies from 1 different countries and 10 sectors. The most weighted holdings are World Kinect (1.8%), StoneX (1.41%) and SITE Centers (1.4%)

What is the current assets under management for XSVM?

Assets under management of Invesco S&P SmallCap Value with Momentum ETF is $859 M

What is XSVM average volume?

Average volume of Invesco S&P SmallCap Value with Momentum ETF is $61 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