XSVM
Invesco S&P SmallCap Value with Momentum ETFXSVM Fund Description
XSVM tracks an index of S&P 600 small-cap stocks selected by value and momentum and weighted by value.
XSVM Factset Analytics Insight
XSVM’s name reflects its straightforward approach to value with momentum, with the emphasis on value. Pulling from the S&P 600 small-caps, its index selects 240 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 120 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 smaller firms. Prior to June 24, 2019 the fund tracked a Russell pure value index under a different name and ticker (PXSV). The current index retains “pure value” flavor given its value weighting
XSVM MSCI ESG Analytics Insight
Invesco S&P SmallCap Value with Momentum ETF has an MSCI ESG Fund Rating of BB based on a score of 3.45 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 Value with Momentum ETF ranks in the 13th percentile within its peer group and in the 19th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XSVM MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
XSVM Charts And Performance
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XSVM Summary Data
XSVM Portfolio Data
XSVM Index Data
XSVM Portfolio Management
XSVM Tax Exposures
XSVM Fund Structure
XSVM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XSVM. XSVM is rated a 3 out of 5.
XSVM Tradability
XSVM Sector/Industry Breakdown
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XSVM Top 10 Holdings[View All]
XSVM Countries
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XSVM Regions
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XSVM Economic Development
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XSVM Performance Statistics
XSVM MSCI ESG Ratings
XSVM Benchmark Comparison Summary
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XSVM Benchmark Comparison Market Cap Size
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