Invesco S&P SmallCap Value with Momentum ETF company info

What does Invesco S&P SmallCap Value with Momentum ETF do?
Invesco S&P SmallCap Value with Momentum ETF (NYSEARCA:XSVM) focuses on offering exposure to U.S. small-cap stocks that exhibit both value and momentum characteristics. This exchange-traded fund selects its holdings based on a methodology that combines value scores, based on three fundamental ratios (book value to price, earnings to price, and sales to price), with momentum scores, which reflect prior 12-month price performance. The goal is to provide investors with investment results that generally correspond to the performance of the S&P SmallCap 600 High Momentum Value Index. By targeting underpriced stocks with upward price momentum, XSMV aims to strike a balance between capturing growth potential and seeking value, catering to investors looking for diversified exposure to the small-cap segment of the U.S. equity market.
Invesco S&P SmallCap Value with Momentum ETF company media
Company Snapshot

Is Invesco S&P SmallCap Value with Momentum ETF a public or private company?

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Ownership
Public

How many people does Invesco S&P SmallCap Value with Momentum ETF employ?

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Employees
5,026

What sector is Invesco S&P SmallCap Value with Momentum ETF in?

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Sector
ETF

Where is the head office for Invesco S&P SmallCap Value with Momentum ETF?

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Head Office
Atlanta, United States

What year was Invesco S&P SmallCap Value with Momentum ETF founded?

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Year Founded
2005
What does Invesco S&P SmallCap Value with Momentum ETF specialise in?
/Investment Management /Small-Cap Stocks /Value Investing /Momentum Strategy /Exchange-Traded Fund /Asset Allocation

What are the products and/or services of Invesco S&P SmallCap Value with Momentum ETF?

Overview of Invesco S&P SmallCap Value with Momentum ETF offerings
Tracks an Index: XSVM tracks the S&P 600 High Momentum Value Index, focusing on undervalued small-cap US stocks with strong recent price increases.
Diversified Portfolio: By tracking an index, XSVM provides exposure to a basket of these targeted stocks, offering diversification within the small-cap value with momentum category.
Market Exposure: XSVM grants investors access to the US small-cap value stocks with momentum characteristics.
Potentially Lower Volatility: Value stocks tend to be less volatile than growth stocks, and XSVM focuses on this value aspect within small-caps.
Dividend Distribution: The ETF may distribute dividends derived from the holdings within the fund. (Tax implications apply).
Single Purchase Diversification: With a single purchase of XSVM, investors can gain exposure to a diversified basket of relevant small-cap stocks.