Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?

Launched on March 3, 2005, the Invesco S&P SmallCap Momentum ETF (XSMO) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Growth segment of the US equity market.

Zacks Investment Research • Nov 4, 2025

XSMO's Momentum Edge: A Better Bet Than VBK's Broad Growth

Invesco S&P SmallCap Momentum ETF (XSMO) is rated a buy, while Vanguard Small-Cap Growth ETF (VBK) is rated a hold. XSMO's momentum strategy delivers higher long-term returns and better risk-adjusted performance than VBK's passive growth approach. Despite higher fees, XSMO justifies its cost with superior returns, lower drawdowns, and more attractive valuations compared to VBK.

Seeking Alpha • Oct 29, 2025

XSMO: The Appeal Of Momentum To Invest In Small-Caps

The Invesco S&P SmallCap Momentum ETF (XSMO) offers a compelling buy opportunity for investors seeking outperformance in the small-cap segment. XSMO's momentum strategy delivers superior risk-adjusted returns and lower volatility compared to the iShares Core S&P Small-Cap ETF (IJR). While XSMO's high portfolio turnover and concentration present risks, its quarterly rebalancing and sector agility drive resilient performance.

Seeking Alpha • Sep 25, 2025

Small-Cap ETFs: It's Not Just About the Russell 2000

As the Federal Reserve's rate cuts become more likely to begin in September, investors may shift their focus back to U.S. small-cap ETFs. Many of these funds have been out of favor in 2025, as large-cap counterparts have captured significant investor attention.

ETF Trends • Aug 29, 2025

XSMO: Outstanding GARP Stats For This Small-Cap Momentum ETF

XSMO has tracked the S&P SmallCap Momentum Index since June 21, 2019, and has delivered a solid 94.27% total return since. One key advantage is its simple-to-understand approach. Twice annually, the Index selects 120 stocks from the S&P SmallCap 600 Index with the best one-year price returns. The Index also ensures larger companies receive an allocation boost. As a result, XSMO's momentum statistics will always be strong. However, its main attraction is its best-in-class combination of growth and value.

Seeking Alpha • Jul 16, 2025

Court Ruling Lifts Markets: High Beta, Momentum ETFs in Focus

Court ruling halts Trump-era tariffs, boosting stocks and spotlighting high-beta, momentum ETFs like SPHB, MTUM, XMMO, SPMO and XSMO.

Zacks Investment Research • May 29, 2025

XSMO: A Momentum Fund Outperforming Small-Cap Benchmarks

The Invesco S&P SmallCap Momentum ETF (XSMO) leverages a momentum strategy, focusing on U.S. small-cap stocks with strong relative price performance. XSMO has consistently outperformed small-cap benchmarks, but the current economic environment poses challenges for smaller companies due to high interest rates and potential economic slowdown. The fund's sector allocation has shifted significantly towards financial services, contributing to its attractive valuation and strong profitability metrics compared to peers.

Seeking Alpha • Mar 23, 2025

ETFs to Play on Gaza Truce, Easing Inflation & Solid Bank Earnings

High beta and high momentum ETFs should win amid the Gaza truce, cooling inflation and solid bank earnings.

Zacks Investment Research • Jan 16, 2025

XSMO: Outperforming For A Few Years, Unconvincing In The Long Run

XSMO: Outperforming For A Few Years, Unconvincing In The Long Run

Seeking Alpha • Jan 9, 2025

High Beta & Momentum ETFs to Tap the Santa Claus Rally

High-beta and high-momentum products are expected to outperform as investors are bracing for a Santa Claus rally.

Zacks Investment Research • Dec 23, 2024