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
$70.56
(+0.73%)
As of 2026-09-04
Latest distribution
$0.3070
Ex-date 2026-06-22
Estimated forward yield
1.80%
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 yield3.94%+2.14ppTTM yield0.95%-0.85ppTotal return CAGR+10.46%-3.70pp
FYCExposureGrowth EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield0.43%-1.37ppTTM yield0.17%-1.63ppTotal return CAGR+26.02%+11.86pp
IYTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.71%-1.09ppTTM yield0.92%-0.88ppTotal return CAGR+12.16%-2.00pp
ACSGExposureGrowth EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield——TTM yield0.00%-1.80ppTotal return CAGR+23.44%+9.28pp
JSMDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.33%-1.47ppTTM yield0.44%-1.36ppTotal return CAGR+15.00%+0.84pp
STXKExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.21%-0.59ppTTM yield1.15%-0.65ppTotal return CAGR+14.04%-0.12pp
VIOVExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.66%-0.14ppTTM yield1.67%-0.13ppTotal return CAGR+14.66%+0.50pp
XTNExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.51%-1.29ppTTM yield0.70%-1.10ppTotal return CAGR+10.46%-3.70pp
PNQIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.07%-1.73ppTTM yield0.00%-1.80ppTotal return CAGR+17.51%+3.35pp
USCAExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.14%-0.66ppTTM yield1.09%-0.71ppTotal return CAGR+19.07%+4.91pp
DTECExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.04%-1.76ppTTM yield0.03%-1.77ppTotal return CAGR+12.38%-1.78pp
BLCVExposureGrowth EquityBenchmarkRussellSupport riskLowStabilityLowForward yield1.16%-0.64ppTTM yield1.21%-0.59ppTotal return CAGR+19.45%+5.29pp
XSHQExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield0.26%-1.54ppTTM yield1.19%-0.61ppTotal return CAGR+10.19%-3.97pp
IWMExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield0.95%-0.85ppTTM yield0.90%-0.90ppTotal return CAGR+17.31%+3.15pp
EFIVExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.07%-0.73ppTTM yield0.93%-0.87ppTotal return CAGR+21.05%+6.89pp
CGMMExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.24%-1.56ppTTM yield0.38%-1.42ppTotal return CAGR+15.47%+1.31pp
BATTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.81%+0.01ppTTM yield1.62%-0.18ppTotal return CAGR+11.68%-2.48pp
ROEExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.79%-1.01ppTTM yield0.98%-0.82ppTotal return CAGR+22.39%+8.23pp
IBRNExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.98%-0.82ppTTM yield0.82%-0.98ppTotal return CAGR+19.66%+5.50pp
MEDIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.24%-1.56ppTTM yield0.22%-1.58ppTotal return CAGR+16.33%+2.17pp
FEACExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield0.61%-1.19ppTTM yield0.75%-1.05ppTotal return CAGR+17.70%+3.54pp
EWUSExposureInternational EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield2.49%+0.69ppTTM yield2.98%+1.18ppTotal return CAGR+15.51%+1.35pp
SCHGExposureGrowth EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield0.41%-1.39ppTTM yield0.37%-1.43ppTotal return CAGR+23.43%+9.27pp
QQQMExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.46%-1.34ppTTM yield0.44%-1.36ppTotal return CAGR+24.60%+10.44pp
VXUSExposureInternational EquityBenchmarkRussell 2000Support riskLowStabilityMediumForward yield1.79%-0.01ppTTM yield2.51%+0.71ppTotal return CAGR+19.74%+5.58pp
PWRDExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.20%-1.60ppTTM yield0.06%-1.74ppTotal return CAGR+25.92%+11.76pp
DRESExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.87%-0.93ppTTM yield0.53%-1.27ppTotal return CAGR+24.70%+10.54pp
BAMGExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield4.54%+2.74ppTTM yield0.00%-1.80ppTotal return CAGR+21.74%+7.58pp
XBIExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.39%-1.41ppTTM yield0.35%-1.45ppTotal return CAGR+27.34%+13.18pp
IETCExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.41%-1.39ppTTM yield0.38%-1.42ppTotal return CAGR+24.84%+10.68pp
ASLVExposureGrowth EquityBenchmarkRussellSupport riskLowStabilityMediumForward yield0.87%-0.93ppTTM yield0.79%-1.01ppTotal return CAGR+17.54%+3.38pp
VOOGExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.44%-1.36ppTTM yield0.45%-1.35ppTotal return CAGR+25.45%+11.29pp
NBDSExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.38%-1.42ppTTM yield0.33%-1.47ppTotal return CAGR+20.55%+6.39pp
HVACExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.19%-1.61ppTTM yield0.18%-1.62ppTotal return CAGR+19.37%+5.21pp
ALRGExposureGrowth EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield0.47%-1.33ppTTM yield0.42%-1.38ppTotal return CAGR+22.85%+8.69pp
QGRWExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.08%-1.72ppTTM yield0.07%-1.73ppTotal return CAGR+26.14%+11.98pp
QEWExposureGrowth EquityBenchmarkNasdaq-100Support riskLowStabilityLowForward yield0.42%-1.38ppTTM yield0.11%-1.69ppTotal return CAGR+54.57%+40.41pp
DARPExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.43%-1.37ppTTM yield0.34%-1.46ppTotal return CAGR+31.54%+17.38pp
SPTEExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.18%-1.62ppTTM yield0.72%-1.08ppTotal return CAGR+37.43%+23.27pp
SMHExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.31%-1.49ppTTM yield0.20%-1.60ppTotal return CAGR+53.42%+39.26pp
NUKZExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.89%-0.91ppTTM yield0.90%-0.90ppTotal return CAGR+44.20%+30.04pp
SCAPExposureDividend EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield7.63%+5.83ppTTM yield7.36%+5.56ppTotal return CAGR+17.33%+3.17pp
PBOTExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.10%-1.70ppTTM yield0.07%-1.73ppTotal return CAGR+41.27%+27.11pp
PSILExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield36.20%+34.40ppTTM yield6.92%+5.12ppTotal return CAGR+16.05%+1.89pp
REMGExposureInternational EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.40%-0.40ppTTM 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
LOUPExposureGrowth EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-1.80ppTotal return CAGR+32.94%+18.78pp