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

Time to Buy Value ETFs as Volatility Grips Wall Street

Amid this volatility, value investing seems the perfect choice.

Zacks Investment Research • Jan 12, 2022