Mid-Cap Investing: DON Seems Unattractive, Consider Value With Momentum Through XMVM For Better Returns

Invesco S&P MidCap Value with Momentum ETF (XMVM) is rated Buy with a $75 price target, driven by strong momentum, value, and robust dividend growth. WisdomTree U.S. MidCap Dividend Fund ETF (DON) is rated Hold due to underperformance, slow dividend growth, and a defensive portfolio limiting upside. Mid-cap strategies are poised to benefit from expected 2026 rate cuts and economic expansion, favoring funds with value and momentum exposure.

Seeking Alpha • Dec 31, 2025

Are You Doubting Santa Rally? 4 Low P/E Momentum ETFs to Play

Some may doubt the Santa Rally this year amid AI overvaluation and inflation woes. Low P/E momentum ETFs -- XMVM, XSVM, PYZ, VAMO -- offer a balanced year-end play.

Zacks Investment Research • Dec 24, 2025

Should Invesco S&P MidCap Value with Momentum ETF (XMVM) Be on Your Investing Radar?

The Invesco S&P MidCap Value with Momentum ETF (XMVM) was launched on March 3, 2005, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Value segment of the US equity market.

Zacks Investment Research • Nov 17, 2025

XMVM: A Mid-Cap Fund With Low Valuation Outperforming The Benchmark

The Invesco S&P MidCap Value with Momentum ETF (XMVM) offers deep value exposure with a momentum overlay, focusing heavily on financial services. XMVM trades at a steep 36.9% P/E discount to the S&P MidCap 400, but is more volatile and concentrated than peers, especially in financials. The fund has outperformed the S&P MidCap 400 over 3- and 5-year periods, but its high volatility and sector concentration limit its risk-adjusted appeal.

Seeking Alpha • Oct 26, 2025

XMVM: No Advantage Over Usual Mid-Cap Value ETFs

Invesco S&P MidCap Value with Momentum ETF holds 80 value stocks of the S&P 400 with a high 12-month adjusted return. XMVM is overweight in financials and has both value and growth characteristics. XMVM has underperformed the S&P 400 since inception and its performance is average compared to other mid-cap value ETFs.

Seeking Alpha • Jan 7, 2025

Wall Street On the Brink of Rally? Momentum ETFs to Tap

Amid Debt Ceiling hope and positive Q1 results from Walmart, Wall Street looks poised for a significant rally. Now might be the time to consider Momentum ETFs.

Zacks Investment Research • May 19, 2023

5 Top-Ranked ETFs With Lower P/E Ratio

We have highlighted five ETFs from different zones of the market that are currently undervalued and could generate solid returns in a rising stock market.

Zacks Investment Research • Oct 7, 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

5 Undervalued ETFs to Buy for Second Half 2022

Persistent high inflation and an economic downturn caused by a hawkish Fed continued to weigh on investor sentiment. This has made the stocks cheaper, compelling investors to buy the dip.

Zacks Investment Research • Jun 28, 2022

5 Top-Ranked ETFs to Buy At Bargain Prices

With the easing of Omicron fears, Wall Street jumped to start a new week after a broad market sell-off in the past couple of weeks.

Zacks Investment Research • Dec 7, 2021