Summary
XSMO Chart
XSMO: A Cleaner Way To Own Small Caps
Invesco S&P SmallCap Momentum ETF offers efficient small-cap exposure by filtering for profitable, high-momentum companies, outperforming standard small-cap indices. XSMO's semi-annual rebalancing and sector tilts—especially toward industrials, healthcare, and IT—drive its performance but introduce concentration and timing risks. Despite a higher expense ratio (0.36%) than peers, XSMO has delivered a 280.8% total return over the past decade, far outpacing traditional small-cap ETFs.
Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?
The Invesco S&P SmallCap Momentum ETF (XSMO) was launched on March 3, 2005, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Growth segment of the US equity market.
Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?
Designed to provide broad exposure to the Small Cap Growth segment of the US equity market, the Invesco S&P SmallCap Momentum ETF (XSMO) is a passively managed exchange traded fund launched on March 3, 2005.
Invesco S&P SmallCap Momentum ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 25,699 | $1.62M | $2.28M | $654,055.36 | 40.32% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 535 | $38,471.95 | $47,384.95 | $8,913 | 23.17% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 2,932 | $212,291.86 | $259,760.54 | $47,468.68 | 22.36% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,319 | $636,643.26 | $821,143.68 | $184,500.42 | 28.98% |
| RR rosemary richard WCG Wealth Advisors LLC | 13,602 | $942,090.39 | $1.2M | $255,497.7 | 27.12% |
Invesco S&P SmallCap Momentum ETF (XSMO) FAQ
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Does it pay dividends? What is the current yield?
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Has Invesco S&P SmallCap Momentum ETF ever had a stock split?
Invesco S&P SmallCap Momentum ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is an investment vehicle that primarily targets securities listed in the S&P SmallCap 600® Index, focusing on those with the highest "momentum score." This approach signifies the fund's strategy to concentrate its investments – at least 90% of its total assets – in components that not only are part of this index but also exhibit superior momentum characteristics according to the index provider's methodology. The index provider plays a critical role in this process, adhering to strict guidelines and procedures to compile, maintain, and calculate the underlying index, ensuring the fund's investments are aligned with its stated objectives.
Products and Services
Given the fund's investment strategy, its products and services revolve around the creation of a portfolio that leverages the momentum investing philosophy. This approach involves the following key offerings:
- Targeted Index Investments: The core service of the fund is its focus on investing in securities from the S&P SmallCap 600® Index with the highest momentum scores. This ensures that investors have exposure to small-cap companies likely to exhibit significant price movements, thereby potentially offering higher returns than the broader market.
- Momentum Score Analysis: In line with its strategy, the fund employs a sophisticated analysis to identify the securities with the highest momentum scores. This service is crucial for investors looking for an investment approach that is quantitative, data-driven, and aims to capitalize on market trends.
