SPVMInvesco S&P 500 Value with Momentum ETF
SPVM Fund Description
SPVM tracks an index of S&P 500 stocks selected by value and momentum and weighted by value.
SPVM Factset Analytics Insight
SPVMs name reflects its straightforward approach to value with momentum, with the emphasis on value. Starting from the S&P 500, its index selects 200 names with highest value score, derived from book to price, (trailing) earnings to price and sales to price. It then picks the top half of these based on a momentum score, using 12-month performance excluding the most recent month and favoring stocks with lower volatility. The 100 names are weighted by the value score. Firm size (market cap) does not play a direct role in weighting, so the fund may lean toward the smaller firms in the S&P 500. Prior to June 24, 2019 the fund tracked a Russell pure value index under a different name and ticker (PXLV). The current index retains pure value flavor given its value weighting.
SPVM Summary Data
SPVM Portfolio Data
SPVM Index Data
SPVM Portfolio Management
SPVM Tax Exposures
SPVM Fund Structure
SPVM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SPVM. SPVM is rated a 5 out of 5.
SPVM Sector/Industry Breakdown
SPVM Top 10 Holdings[View All]
SPVM Economic Development
SPVM Performance Statistics
SPVM Benchmark Comparison Summary
SPVM Benchmark Comparison Market Cap Size