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
$66.24
(+0.03%)
As of 2026-09-24
Latest distribution
$0.4130
Ex-date 2026-09-21
Estimated forward yield
2.44%
Listed date
2005-03-03
Expense ratio
0.37%
Payout frequency
Quarterly
History
Latest signal snapshot·2026-08
Use these as a first-pass read on whether the fund’s income looks attractive, supported, and paired with acceptable price behavior.
TTM yield
1.80% / annualized
TTM yield in the latest monthly snapshot.
Yield signalLow
Price CAGR
11.95% / annualized
Recent annualized share price change, excluding distributions.
Price CAGR signalHigh
Payout Support
+12.4%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
Metrics historyLast 1 year · Monthly
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
RSMVExposureGrowth EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield3.95%+1.51ppTTM yield0.95%-0.85ppTotal return CAGR+10.46%-3.70pp
FYCExposureGrowth EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield0.43%-2.01ppTTM yield0.17%-1.63ppTotal return CAGR+26.02%+11.86pp
IYTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.90%-1.54ppTTM yield0.92%-0.88ppTotal return CAGR+12.97%-1.19pp
ACSGExposureGrowth EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield——TTM yield0.00%-1.80ppTotal return CAGR+23.44%+9.28pp
JSMDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.33%-2.11ppTTM yield0.44%-1.36ppTotal return CAGR+15.00%+0.84pp
STXKExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.21%-1.23ppTTM yield1.15%-0.65ppTotal return CAGR+14.04%-0.12pp
VIOVExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.58%-0.86ppTTM yield1.67%-0.13ppTotal return CAGR+14.54%+0.38pp
XTNExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.74%-1.70ppTTM yield0.70%-1.10ppTotal return CAGR+10.46%-3.70pp
PNQIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.07%-2.37ppTTM yield0.00%-1.80ppTotal return CAGR+17.51%+3.35pp
XSHQExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.07%-1.37ppTTM yield1.19%-0.61ppTotal return CAGR+10.19%-3.97pp
DTECExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.04%-2.40ppTTM yield0.03%-1.77ppTotal return CAGR+12.38%-1.78pp
USCAExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.86%-1.58ppTTM yield1.09%-0.71ppTotal return CAGR+19.07%+4.91pp
BLCVExposureGrowth EquityBenchmarkRussellSupport riskLowStabilityLowForward yield1.29%-1.15ppTTM yield1.21%-0.59ppTotal return CAGR+19.45%+5.29pp
VVExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.15%-1.29ppTTM yield0.99%-0.81ppTotal return CAGR+21.22%+7.06pp
IWMExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.04%-1.40ppTTM yield0.90%-0.90ppTotal return CAGR+17.31%+3.15pp
EFIVExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.09%-1.35ppTTM yield0.93%-0.87ppTotal return CAGR+21.05%+6.89pp
CLSMExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityMediumForward yield0.88%-1.56ppTTM yield0.76%-1.04ppTotal return CAGR+13.97%-0.19pp
CGMMExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.25%-2.19ppTTM yield0.38%-1.42ppTotal return CAGR+15.47%+1.31pp
BATTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.81%-0.63ppTTM yield1.62%-0.18ppTotal return CAGR+11.68%-2.48pp
ROEExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.79%-1.65ppTTM yield0.98%-0.82ppTotal return CAGR+22.39%+8.23pp
IBRNExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.98%-1.46ppTTM yield0.82%-0.98ppTotal return CAGR+19.66%+5.50pp
EWUSExposureInternational EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield2.49%+0.05ppTTM yield2.98%+1.18ppTotal return CAGR+15.51%+1.35pp
FEACExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.01%-1.43ppTTM yield0.75%-1.05ppTotal return CAGR+17.70%+3.54pp
MEDIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.24%-2.20ppTTM yield0.22%-1.58ppTotal return CAGR+16.33%+2.17pp
AVDSExposureInternational EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.37%-1.07ppTTM yield2.17%+0.37ppTotal return CAGR+21.02%+6.86pp
BAMGExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.04%-2.40ppTTM yield0.01%-1.79ppTotal return CAGR+21.74%+7.58pp
QQQMExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.42%-2.02ppTTM yield0.44%-1.36ppTotal return CAGR+24.60%+10.44pp
PWRDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.20%-2.24ppTTM yield0.06%-1.74ppTotal return CAGR+25.92%+11.76pp
DRESExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.87%-1.57ppTTM yield0.53%-1.27ppTotal return CAGR+24.69%+10.53pp
XBIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.39%-2.05ppTTM yield0.35%-1.45ppTotal return CAGR+27.34%+13.18pp
SCHGExposureGrowth EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield0.41%-2.03ppTTM yield0.37%-1.43ppTotal return CAGR+24.15%+9.99pp
IETCExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.34%-2.10ppTTM yield0.38%-1.42ppTotal return CAGR+24.84%+10.68pp
ASLVExposureGrowth EquityBenchmarkRussellSupport riskLowStabilityMediumForward yield0.87%-1.57ppTTM yield0.79%-1.01ppTotal return CAGR+17.54%+3.38pp
VXUSExposureInternational EquityBenchmarkRussell 2000Support riskLowStabilityMediumForward yield0.72%-1.72ppTTM yield2.51%+0.71ppTotal return CAGR+19.74%+5.58pp
NBDSExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.38%-2.06ppTTM yield0.33%-1.47ppTotal return CAGR+20.55%+6.39pp
RNDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.17%-2.27ppTTM yield0.00%-1.80ppTotal return CAGR+25.03%+10.87pp
VOOGExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.49%-1.95ppTTM yield2.15%+0.35ppTotal return CAGR+29.33%+15.17pp
HVACExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.20%-2.24ppTTM yield0.19%-1.61ppTotal return CAGR+19.37%+5.21pp
ALRGExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.47%-1.97ppTTM yield0.42%-1.38ppTotal return CAGR+22.85%+8.69pp
QEWExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.73%-1.71ppTTM yield0.11%-1.69ppTotal return CAGR+54.57%+40.41pp
QGRWExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.08%-2.36ppTTM yield0.07%-1.73ppTotal return CAGR+26.14%+11.98pp
DARPExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.43%-2.01ppTTM yield0.34%-1.46ppTotal return CAGR+31.54%+17.38pp
SCAPExposureDividend EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield7.63%+5.19ppTTM yield7.36%+5.56ppTotal return CAGR+17.33%+3.17pp
SPTEExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.17%-2.27ppTTM yield0.71%-1.09ppTotal return CAGR+37.41%+23.25pp
SMHExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.31%-2.13ppTTM yield0.20%-1.60ppTotal return CAGR+53.42%+39.26pp
NUKZExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.89%-1.55ppTTM yield0.90%-0.90ppTotal return CAGR+44.20%+30.04pp
PBOTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.10%-2.34ppTTM yield0.07%-1.73ppTotal return CAGR+41.27%+27.11pp
PSILExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield36.19%+33.75ppTTM yield6.92%+5.12ppTotal return CAGR+15.98%+1.82pp
REMGExposureInternational EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.40%-1.04ppTTM yield1.10%-0.70ppTotal return CAGR+41.25%+27.09pp
AINTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-1.80ppTotal return CAGR+42.44%+28.28pp
RKSGExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-1.80ppTotal return CAGR+40.85%+26.69pp
LOUPExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-1.80ppTotal return CAGR+32.94%+18.78pp
FRWDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-1.80ppTotal return CAGR+48.61%+34.45pp