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

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

Zacks Investment Research • Oct 15, 2025

Small-Cap ETFs Rally in July: Will the Momentum Continue?

Small-cap ETFs like AVSC, XSVM, BBSC, SVAL and EES are soaring in July, fueled by rate cut hopes, deep discounts and sector rebounds.

Zacks Investment Research • Jul 25, 2025

Trade Hopes Boost Wall Street: ETFs to Tap

U.S. stock markets climbed on Thursday, thanks to President Trump's announcement of a new trade agreement with the UK and his upbeat comments on future negotiations with China. The Nasdaq Composite gained about 1%, while both the S&P 500 and the Dow Jones Industrial Average rose roughly 0.6%.

Zacks Investment Research • May 9, 2025

High-Beta & Momentum ETFs to Play on Hints of Easing Trade Tensions?

Trump signals steep China tariffs may drop, boosting hopes for trade de-escalation.

Zacks Investment Research • Apr 23, 2025

Buy High Beta & High Momentum ETFs for Near-Term Gains

In a surprising development in the tariff saga, Trump announced a temporary drop in tariff rates for most countries to 10% for 90 days, triggering a historic stock market surge.

Zacks Investment Research • Apr 10, 2025

Small Value Momentum in Different Packages

The ETF flow leader board tends to show many large funds getting even larger. However, when I looked last week, one more moderately sized ETF caught my eye.

ETF Trends • Feb 24, 2025

XSVM Ready For The "Make America Great Again" Trump Wave

Small caps, heavily influenced by domestic conditions, align with Trump's “Make America Great Again” strategy. XSVM ETF could benefit from Trump's policies and Fed rate cuts, thanks to an improvement in short-term financial conditions. Despite long-term risks of inflation and downturns, XSVM's approach, tracking the S&P SmallCap 600 High Momentum Value Index, balances value and momentum for potential volatility control.

Seeking Alpha • Nov 7, 2024

Cathie Wood's ETF Isn't The Only One Missing This Year's Rally

The S&P 500 has returned a remarkable 23% this year. So if you own an ETF that's not up as much as that — it really stings.

Investors Business Daily • Oct 17, 2024

XSVM: Wait And See Approach Is Warranted For Low-Valuation Small-Cap ETF

The Invesco S&P SmallCap Value with Momentum ETF offers exposure to small-cap companies with low valuations and strong recent performance, outperforming small-cap indexes long term. XSVM's portfolio is heavily weighted towards financial services, consumer discretionary, and industrial sectors, with low exposure to technology and healthcare, resulting in lower valuations. Despite recent underperformance, XSVM's low valuations and high growth profile make it a compelling watch list candidate for economic recovery and future growth.

Seeking Alpha • Aug 29, 2024

XSVM: Mixing Value With Momentum

XSVM tracks the S&P 600 High Momentum Value Index, focusing on small-cap stocks with high value and momentum scores. The ETF aims to blend defensive value traits with momentum, but this may not be the best combination of factors for long-term investors. Its performance has been more or less the same as its peers' since its inception but it has underperformed consistently for a very long time.

Seeking Alpha • Aug 29, 2024