Looking for broad exposure to the Mid Cap Blend segment of the US equity market? You should consider the Invesco S&P MidCap Quality ETF (XMHQ), a passively managed exchange traded fund launched on December 1, 2006.
Invesco S&P MidCap Quality ETF (XMHQ) earns a buy rating for its quality-focused approach to mid-cap investing and potential to outperform the market. XMHQ's concentrated portfolio targets high-ROE, low-leverage companies, resulting in consistent long-term outperformance and superior risk-adjusted returns versus IJH. The fund's sector allocation favors Industrials and Health Care, enhancing resilience, but investors should monitor concentration and macroeconomic risks.
Launched on December 1, 2006, the Invesco S&P MidCap Quality ETF (XMHQ) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity market.
I upgraded XMHQ to 'Buy' after its portfolio rebalance, which increased exposure to fast-growing industrials, financials, health care, and consumer discretionary stocks. The fund's new top holdings are delivering strong share price returns, positioning it to outperform peers, especially amid hopes for rate cuts. Invesco S&P MidCap Quality ETF is attractively valued vs. peers, with a low expense ratio, strong liquidity, and a focus on quality factors like return on equity and low leverage.
Launched on 12/01/2006, the Invesco S&P MidCap Quality ETF (XMHQ) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity market.
XMHQ: Strong Returns With Relatively High Volatility
If you're interested in broad exposure to the Mid Cap Blend segment of the US equity market, look no further than the Invesco S&P MidCap Quality ETF (XMHQ), a passively managed exchange traded fund launched on 12/01/2006.
XMHQ has underperformed significantly in the past year due to poor performance of its holdings, making it a less attractive investment for 2025. The fund's high risk and low price momentum, along with overvaluation compared to the S&P MidCap 400 index, justify a sell rating. Despite favorable conditions for mid-caps in 2025, other ETFs like Vanguard Mid-Cap ETF and Schwab U.S. Mid-Cap ETF offer better risk-adjusted returns.
If you're interested in broad exposure to the Mid Cap Blend segment of the US equity market, look no further than the Invesco S&P MidCap Quality ETF (XMHQ), a passively managed exchange traded fund launched on 12/01/2006.
Invesco S&P MidCap Quality ETF invests in about 80 quality mid-cap stocks from the S&P 400 Mid-Cap Index, with a 0.25% expense ratio. XMHQ has delivered strong performance, with a total return of 441.6% since its inception in 2006. The fund's tilt towards growth stocks and high exposure to industrials position it well for a lower rate environment.
Launched on 12/01/2006, the Invesco S&P MidCap Quality ETF (XMHQ) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity market.
I am shifting my portfolio from individual stocks to ETFs and mutual funds to reduce risk and save time. Midcaps, despite underperforming large caps recently, have historically outperformed since 1992 and offer potential for growth. The S&P MidCap Quality Index, based on specific financial metrics, outperforms the S&P 500 in returns and risk management.