XSVM Invesco S&P SmallCap Value with Momentum ETF
XSVM Fund Description
XSVM tracks a value score-weighted index of US small-cap stocks selected by a combination of value and momentum screens.
XSVM Factset Analytics Insight
XSVM’s name reflects its straightforward approach to value with momentum, having an emphasis on value. Pulling from the S&P SmallCap 600, its index selects 240 names with the highest value scores, derived from book-to-price, trailing earnings per share-to-price and sales-to-price ratios. The index then picks the top 120 securities using momentum score which is based on upward price movements of each security relative to other eligible constituents. Selected securities are weighted by their value scores, thus, having the firm’s market-cap or size unrelated. The index rebalances semi-annually. Prior to June 24, 2019 the fund tracked a Russell pure value index under a different name and ticker (PXSV).
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 5 out of 5.
XSVM Sector/Industry Breakdown
XSVM Top 10 Holdings[View All]
XSVM Economic Development
XSVM Performance Statistics
XSVM Benchmark Comparison Summary
XSVM Benchmark Comparison Market Cap Size