Invesco S&P SmallCap Value with Momentum ETFXSVM

ETFInvesco
Type
ETF
Peer group
US equity: small companies
Net assets
$613.1M
Expense ratio
0.37%
1-year return
+23.0%
3 years, a year
+14.1%
5 years, a year
+8.4%
12-month yield
1.91%
Holdings
120

What it aims to do.

The Invesco S&P SmallCap Value with Momentum ETF (the Fund) seeks to track the investment results (before fees and expenses) of the S&P SmallCap 600 High Momentum Value Index (the Underlying Index).

Top 10 holdings.

Holding% of fund
Invesco Private Prime Fund13.46%
Invesco Private Government Fund4.23%
SNEX StoneX Group Inc.1.88%
ANDE Andersons, Inc. (The)1.83%
UNFI United Natural Foods, Inc.1.70%
HZO MarineMax, Inc.1.58%
PARR Par Pacific Holdings, Inc.1.52%
AHCO AdaptHealth Corp.1.40%
SAH Sonic Automotive, Inc.1.37%
VSH Vishay Intertechnology, Inc.1.37%

More on XSVM.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.