SPVM Could Keep Outperforming

Invesco S&P 500 Value with Momentum ETF has recently outperformed, due to rotation from growth to value and defensive sectors. SPVM's methodology emphasizes value first, then momentum, resulting in heavy exposure to financials as well as defensive sectors. SPVM is tactically positioned for current stagflation risks, with minimal tech exposure and high allocation to sectors benefiting from recent macro trends.

Seeking Alpha • Apr 5, 2026

SPVM: Disappointing Combination Of Value And Momentum

Invesco S&P 500 Value with Momentum ETF has a portfolio of 100 stocks and started its current strategy in June 2019. SPVM has underperformed the S&P 500 Index, the S&P 500 Value Index and other "value and momentum" ETFs. I give SPVM a Sell rating due to underperformance and risks related to concentration in financials.

Seeking Alpha • Mar 19, 2025

Large-Cap Value ETF (SPVM) Hits New 52-Week High

For investors seeking momentum, Invesco S&P 500 Value with Momentum ETF SPVM is probably on the radar. The fund just hit a 52-week high and moved up 23% from its 52-week low price of $44.46 per share.

Zacks Investment Research • Mar 20, 2024

January FOMC Meeting Review: The 'Fed-Amental' Attribution Error

The Federal Reserve kept rates steady and maintained a hawkish stance toward inflation while acknowledging an outstanding economy and progress in vanquishing inflationary pressure. Expectations for rate cuts in March were dampened by a change in statement language and Powell's comments in the press conference.

Seeking Alpha • Jan 31, 2024

How to Trade With ETFs & Win in a Record-High Market?

The U.S. market is in great shape as 2023 comes to a close, thanks mainly to a less-hawkish Fed, an Artificial Intelligence (AI) boom and dissipating global growth worries. This is how you can navigate the record high market.

Zacks Investment Research • Dec 28, 2023

SPVM: Value And Momentum Mix Could Disappoint

SPVM's investment strategy is value-centered, with a momentum filter added. It does not target quality names intentionally, but since the S&P 500 is the selection universe, high-profitability companies dominate the portfolio completely. Growth is its Achilles heel, but in fairness, value strategies always have to sacrifice something.

Seeking Alpha • Jun 19, 2023

October Marks Best Month for Value ETFs Since 1978: Top Funds

The Russell 1000 Value index surged 10.1% in October, beating its growth counterparts by 4.3 percentage points.

Zacks Investment Research • Nov 4, 2022

Discover 3 Top-Ranked Overlooked ETFs on Columbus Day

These top-ranked but overlooked ETFs could be great picks on Columbus Day.

Zacks Investment Research • Oct 10, 2022

5 Momentum ETFs That Offer Value

After an upbeat July, investors can bet on momentum ETFs that offer value in August.

Zacks Investment Research • Aug 11, 2022

U.S. Stocks Log Worst Q1 in 2 Years: Top-Ranked ETFs Shine

Wall Street wrapped up its worst performance in two years thanks to the ongoing conflict in Ukraine and its inflationary effect on prices.

Zacks Investment Research • Apr 1, 2022