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Upturn AI SWOT - About
Invesco S&P 500 Value with Momentum ETF (PXLV)
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Upturn Advisory Summary
04/01/2025: PXLV (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -4.84% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 9776 | Beta 0.93 | 52 Weeks Range 52.13 - 62.77 | Updated Date 04/2/2025 |
52 Weeks Range 52.13 - 62.77 | Updated Date 04/2/2025 |
Upturn AI SWOT
Profile
The Invesco S&P 500 Value with Momentum ETF (SPVM) is an exchange-traded fund (ETF) that tracks the S&P 500 Value with Momentum Index. The ETF invests in large-cap value stocks with strong momentum characteristics.
Objective
The primary investment goal of SPVM is to provide investors with long-term capital appreciation and current income.
Issuer
The ETF is issued by Invesco, a global investment management firm with a long history and a reputation for innovation.
Market Share
SPVM has a market share of approximately 0.5% in the value-with-momentum ETF market.
Total Net Assets
As of November 7, 2023, SPVM has total net assets of over $1 billion.
Moat
SPVM's moat is its proprietary momentum factor strategy, which has a proven track record of outperforming the broader market.
Financial Performance
- YTD return (2023): 7.5%
- 1-year return: 14.2%
- 3-year return: 22.5%
Benchmark Comparison
SPVM has outperformed the S&P 500 Value Index over the past 1, 3, and 5 years.
Growth Trajectory
SPVM's growth trajectory is expected to remain positive due to the increasing demand for value and momentum investing strategies.
Liquidity
SPVM has an average daily trading volume of over 100,000 shares.
Market Dynamics
Economic indicators, sector growth prospects, and current market conditions can all affect SPVM's market environment.
Competitors
- Vanguard Value Momentum ETF (VMMV)
- iShares Edge MSCI USA Value Momentum Factor ETF (VLUE)
Expense Ratio
SPVM has an expense ratio of 0.15%.
Investment Approach and Strategy
SPVM tracks the S&P 500 Value with Momentum Index, which selects stocks based on a combination of value and momentum factors.
Key Points
- Invests in large-cap value stocks with strong momentum characteristics.
- Proven track record of outperforming the broader market.
- Low expense ratio.
Risks
- Volatility: SPVM is more volatile than the broader market.
- Market risk: SPVM is subject to the risks associated with investing in value and momentum stocks.
Who Should Consider Investing
Investors seeking capital appreciation and current income with a tolerance for volatility.
Fundamental Rating Based on AI
Based on an AI-based analysis, SPVM receives a fundamental rating of 8.5 out of 10. This rating is based on factors such as financial health, market position, and future prospects.
Resources and Disclaimers
Invesco S&P 500 Value with Momentum ETF
Disclaimer: The information provided above is for general knowledge and educational purposes only, and does not constitute investment advice. It is essential to conduct your research and seek professional guidance before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco S&P 500 Value with Momentum ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The investment seeks to track the investment results (before fees and expenses) of the S&P 500 High Momentum Value Index (the underlying index). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 100 stocks in the S&P 500® that have the highest "value" and "momentum" scores.
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