Should Invesco S&P SmallCap Value with Momentum ETF (XSVM) Be on Your Investing Radar?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 04 2024
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Source: NASDAQ.COM
Overview of XSVM ETF: The Invesco S&P SmallCap Value with Momentum ETF (XSVM) is a passively managed fund launched in 2005, focusing on small-cap value stocks and has approximately $796 million in assets. It aims to match the performance of the S&P 600 High Momentum Value Index and has an expense ratio of 0.36%.
Performance and Holdings: XSVM has shown a year-to-date increase of 0.29% and a 16.34% rise over the past year, with its top holdings primarily in the Financials sector. It carries a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors interested in small-cap value exposure.
Analyst Views on VBR
Wall Street analysts forecast VBR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VBR is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 226.970
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Current: 226.970
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
