XSVMInvesco S&P SmallCap Value with Momentum ETF
Issuer： Invesco· Type： ETF
Positioning： Growth
Underlying exposure
U.S. small-cap value stocks with momentum characteristics from the S&P SmallCap 600 universe.
Strategy brief
Tracks an index that selects small-cap stocks with both value and momentum traits.
Latest close
$67.34
(+0.44%)
As of 2026-11-13
Latest distribution
$0.4134
Ex-date 2026-09-21
Estimated forward yield
2.45%
Listed date
2005-03-03
Expense ratio
0.37%
Payout frequency
Quarterly
History
Latest signal snapshot·2026-10
Use these as a first-pass read on whether the fund’s income looks attractive, supported, and paired with acceptable price behavior.
TTM yield
1.88% / annualized
TTM yield in the latest monthly snapshot.
Yield signalLow
Price CAGR
13.97% / annualized
Recent annualized share price change, excluding distributions.
Price CAGR signalHigh
Payout Support
+14.4%Return gap
No major payout-support issue detected in the latest window.
Payout support riskLow
Stability
Summarizes recent price stability using volatility, beta, and drawdown.
Stability signalLow
Sufficient history
Latest window: sufficient historyHistory
Each monthly point below is still calculated using the rolling 3-year window; this control only changes how much history you view.
Historical signalsLast 1 year · Monthly
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Metrics historyLast 1 year · Monthly
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Funds similar to XSVM
Screened alternatives based on fund profile, payout support, stability, and yield/return that is not meaningfully lower.
Screened forTypeETFIncome engineDividendPositioningGrowthCash bufferNoMatches current fund criteria
XSVM is always included. Add up to 2 similar funds to compare.
Compare list0/2 selected
TickerExposureBenchmarkSupport riskStabilityForward yieldTTM yieldTotal return CAGR
ACSGExposureGrowth EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield——TTM yield0.00%-1.88ppTotal return CAGR+12.95%-3.35pp
FYCExposureGrowth EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield0.43%-2.02ppTTM yield0.11%-1.77ppTotal return CAGR+30.12%+13.82pp
IYTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.90%-1.55ppTTM yield0.93%-0.95ppTotal return CAGR+15.68%-0.62pp
RSPHExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.56%-1.89ppTTM yield0.56%-1.32ppTotal return CAGR+16.67%+0.37pp
XTNExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.74%-1.71ppTTM yield0.76%-1.12ppTotal return CAGR+14.52%-1.78pp
JSMDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.20%-2.25ppTTM yield0.37%-1.51ppTotal return CAGR+17.99%+1.69pp
PNQIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.07%-2.38ppTTM yield0.00%-1.88ppTotal return CAGR+18.14%+1.84pp
STXKExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.06%-1.39ppTTM yield1.19%-0.69ppTotal return CAGR+17.61%+1.31pp
VIOVExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.58%-0.87ppTTM yield1.64%-0.24ppTotal return CAGR+18.77%+2.47pp
XSHQExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.07%-1.38ppTTM yield1.19%-0.69ppTotal return CAGR+12.43%-3.87pp
BLCVExposureGrowth EquityBenchmarkRussellSupport riskLowStabilityLowForward yield1.29%-1.16ppTTM yield1.25%-0.63ppTotal return CAGR+21.72%+5.42pp
DTECExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.04%-2.41ppTTM yield0.04%-1.84ppTotal return CAGR+16.11%-0.19pp
USCAExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.86%-1.59ppTTM yield1.06%-0.82ppTotal return CAGR+21.49%+5.19pp
VVExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.01%-1.44ppTTM yield1.03%-0.85ppTotal return CAGR+23.57%+7.27pp
EFIVExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.09%-1.36ppTTM yield1.01%-0.87ppTotal return CAGR+22.77%+6.47pp
FEACExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.01%-1.44ppTTM yield0.83%-1.05ppTotal return CAGR+14.76%-1.54pp
DRESExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.61%-1.84ppTTM yield0.67%-1.21ppTotal return CAGR+21.94%+5.64pp
IBRNExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.98%-1.47ppTTM yield0.97%-0.91ppTotal return CAGR+19.81%+3.51pp
IWMExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.04%-1.41ppTTM yield0.98%-0.90ppTotal return CAGR+20.63%+4.33pp
BCHPExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.02%-2.43ppTTM yield0.00%-1.88ppTotal return CAGR+14.96%-1.34pp
PWRDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.20%-2.25ppTTM yield0.06%-1.82ppTotal return CAGR+24.98%+8.68pp
ASLVExposureGrowth EquityBenchmarkRussellSupport riskLowStabilityMediumForward yield0.87%-1.58ppTTM yield0.79%-1.09ppTotal return CAGR+15.58%-0.72pp
BAMGExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.04%-2.41ppTTM yield0.01%-1.87ppTotal return CAGR+22.23%+5.93pp
RNDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.17%-2.28ppTTM yield0.00%-1.88ppTotal return CAGR+22.40%+6.10pp
ROEExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.81%-1.64ppTTM yield0.85%-1.03ppTotal return CAGR+25.25%+8.95pp
AVDSExposureInternational EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.37%-1.08ppTTM yield2.66%+0.78ppTotal return CAGR+22.23%+5.93pp
CGMMExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.25%-2.20ppTTM yield0.39%-1.49ppTotal return CAGR+11.15%-5.15pp
BATTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.81%-0.64ppTTM yield2.02%+0.14ppTotal return CAGR+11.50%-4.80pp
SCHGExposureGrowth EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield0.41%-2.04ppTTM yield0.40%-1.48ppTotal return CAGR+24.76%+8.46pp
CLSMExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.88%-1.57ppTTM yield0.77%-1.11ppTotal return CAGR+11.52%-4.78pp
QQQMExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.42%-2.03ppTTM yield0.46%-1.42ppTotal return CAGR+26.11%+9.81pp
EWUSExposureInternational EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield2.49%+0.04ppTTM yield3.08%+1.20ppTotal return CAGR+19.20%+2.90pp
VXUSExposureInternational EquityBenchmarkRussell 2000Support riskLowStabilityMediumForward yield0.72%-1.73ppTTM yield2.41%+0.53ppTotal return CAGR+20.28%+3.98pp
BLCRExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.55%-1.90ppTTM yield0.33%-1.55ppTotal return CAGR+25.17%+8.87pp
MEDIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.24%-2.21ppTTM yield0.21%-1.67ppTotal return CAGR+19.34%+3.04pp
IETCExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.34%-2.11ppTTM yield0.40%-1.48ppTotal return CAGR+25.21%+8.91pp
ALRGExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.47%-1.98ppTTM yield0.42%-1.46ppTotal return CAGR+18.72%+2.42pp
VOOGExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.49%-1.96ppTTM yield0.48%-1.40ppTotal return CAGR+27.04%+10.74pp
HVACExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.20%-2.25ppTTM yield0.21%-1.67ppTotal return CAGR+12.23%-4.07pp
NBDSExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.38%-2.07ppTTM yield0.35%-1.53ppTotal return CAGR+22.65%+6.35pp
QEWExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.73%-1.72ppTTM yield0.30%-1.58ppTotal return CAGR+27.80%+11.50pp
XBIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.39%-2.06ppTTM yield0.35%-1.53ppTotal return CAGR+33.32%+17.02pp
PBOTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.10%-2.35ppTTM yield0.08%-1.80ppTotal return CAGR+23.80%+7.50pp
QGRWExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.08%-2.37ppTTM yield0.08%-1.80ppTotal return CAGR+27.60%+11.30pp
DARPExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.43%-2.02ppTTM yield0.37%-1.51ppTotal return CAGR+32.52%+16.22pp
TFGZExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-1.88ppTotal return CAGR+17.32%+1.02pp
AINTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-1.88ppTotal return CAGR+18.46%+2.16pp
REMGExposureInternational EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.40%-1.05ppTTM yield1.24%-0.64ppTotal return CAGR+25.40%+9.10pp
SPTEExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.16%-2.29ppTTM yield0.73%-1.15ppTotal return CAGR+32.97%+16.67pp
NUKZExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.89%-1.56ppTTM yield1.02%-0.86ppTotal return CAGR+34.77%+18.47pp
SMHExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.31%-2.14ppTTM yield0.21%-1.67ppTotal return CAGR+56.20%+39.90pp
FRWDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-1.88ppTotal return CAGR+21.00%+4.70pp
RKSGExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-1.88ppTotal return CAGR+28.19%+11.89pp
LOUPExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-1.88ppTotal return CAGR+30.36%+14.06pp