QVMSInvesco S&P SmallCap 600 QVM Multi-Factor ETF
QVMS Fund Description
QVMS tracks a market-cap-weighted index of small-cap companies in the US that exhibit quality, value and momentum factors.
QVMS Factset Analytics Insight
QVMS targets US small-cap companies from the S&P SmallCap 600 Index that exhibit three style factors including quality, value and momentum. Each company in the index is given three distinct “style scores” for each of the three factors based on fundamental and technical measures such as the firm’s profitability, earnings sustainability, solvency, book-to-price and earnings yield, stock value, and price performance of the security as compared against other eligible constituents. These “multi-factor” scores are then combined and averaged to identify stocks in the top 90% which will be selected for inclusion and weighted based on market-cap. The index is reconstituted and rebalanced on a quarterly basis. QVMS aims to capture the US small-cap space with exposure to three style factors to complement sibling funds QVML and QVMM, which focus on US large-caps and midcaps respectively.
QVMS MSCI ESG Analytics Insight
Invesco S&P SmallCap 600 QVM Multi-Factor ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.23 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Invesco S&P SmallCap 600 QVM Multi-Factor ETF ranks in the 24th percentile within its peer group and in the 20th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
QVMS Summary Data
QVMS Portfolio Data
QVMS Index Data
QVMS Portfolio Management
QVMS Tax Exposures
QVMS Fund Structure
QVMS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of QVMS. QVMS is rated a 4 out of 5.
QVMS Sector/Industry Breakdown
QVMS Top 10 Holdings[View All]
QVMS Economic Development
QVMS Performance Statistics
QVMS MSCI ESG Ratings
QVMS Benchmark Comparison Summary
QVMS Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.