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The Invesco S&P MidCap Value with Momentum ETF (XMVM) is designed to replicate the performance of the S&P MidCap 400 High Momentum Value Index. The ETF commits to investing at least 90% of its total assets in the securities that make up this benchmark index. The index itself is constructed by selecting 80 companies from the broader S&P MidCap 400 Index that demonstrate superior "value" and "momentum" attributes. Both the Fund and its underlying index undergo a process of rebalancing and reconstitution twice a year, specifically on the third Friday of June and December.
Is XMVM's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
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.
Invesco S&P MidCap Value with Momentum ETF is a passively managed ETF mixing value and momentum factors in the mid-cap space. Although XMVM has outperformed IJJ and IJH since the strategy change in 2019, it has trailed IVV, delivering a high downside capture ratio and a deep maximum drawdown. XMVM's portfolio is offering an impressive 8.8% adjusted weighted average earnings yield but quite lackluster quality, which adds to risks in the current environment.
If you're interested in broad exposure to the Mid Cap Value segment of the US equity market, look no further than the Invesco S&P MidCap Value with Momentum ETF (XMVM), a passively managed exchange traded fund launched on March 3, 2005.
Commonwealth Equity Services LLC raised its holdings in Invesco S&P MidCap Value with Momentum ETF (NYSEARCA:XMVM) by 57.9% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 110,164 shares of the company's stock after acquiring an additional 40,414
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.