XSVM ETF
Invesco S&P SmallCap Value with Momentum ETF
XSVM ETF Overview
XSVM ETF (Invesco S&P SmallCap Value with Momentum ETF) is managed by Invesco (US) with $588.5M in net assets. XSVM expense ratio is 0.36%, holding 244 positions across sectors including Financials, Consumer Discretionary, Industrials. Inception date: 2005-03-03.
XSVM performance shows a YTD return of 21.12%. The 1-year return is 22.91% and the 5-year return is 8.33%. XSVM dividend yield stands at 1.80%, paid quarterly.
XSVM top holdings include Kohl's Corp. (2.3%), Lincoln National Corp. (1.9%), Par Pacific Holdings Inc (1.6%), Marinemax Inc (1.6%), Genworth Financial Inc, Class A (1.6%). Go to all XSVM holdings, XSVM sectors, or XSVM dividends.
XSVM can be compared against other funds. Use XSVM overlap to find shared positions, or XSVM vs another fund for a side-by-side view. XSVM alternatives are available via the screener, along with tax-loss harvesting opportunities.