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Upturn AI SWOT - About
Invesco S&P MidCap Quality ETF (XMHQ)
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Upturn Advisory Summary
03/27/2025: XMHQ (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 -1.93% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 432780 | Beta 1.15 | 52 Weeks Range 88.52 - 109.36 | Updated Date 03/28/2025 |
52 Weeks Range 88.52 - 109.36 | Updated Date 03/28/2025 |
Upturn AI SWOT
Invesco S&P MidCap Quality ETF
ETF Overview
Overview
The Invesco S&P MidCap Quality ETF (XMHQ) seeks to track the investment results of the S&P MidCap 400 Quality Index, which is composed of U.S. mid-capitalization companies with the highest quality scores based on return on equity, accruals ratio, and financial leverage ratio.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long track record and a strong reputation.
Management Expertise
Invesco has a dedicated team of experienced portfolio managers and analysts overseeing their ETF offerings.
Investment Objective
Goal
To track the investment results of the S&P MidCap 400 Quality Index.
Investment Approach and Strategy
Strategy: Tracks the S&P MidCap 400 Quality Index.
Composition Primarily holds stocks of U.S. mid-cap companies selected based on quality metrics.
Market Position
Market Share: XMHQ's market share is subject to change based on fund flows and performance within the mid-cap quality ETF segment.
Total Net Assets (AUM): 132984369
Competitors
Key Competitors
- SPDR S&P 400 Mid Cap ETF (MDY)
- iShares Core S&P Mid-Cap ETF (IJH)
- Principal U.S. Mid Cap ETF (PMID)
Competitive Landscape
The mid-cap ETF industry is competitive, with several large players. XMHQ differentiates itself by focusing on quality metrics. However, MDY and IJH have significantly larger AUM due to their broader market tracking strategies. XMHQ's quality focus can provide potentially higher risk-adjusted returns, but its AUM is much lower than the major broad mid-cap ETFs.
Financial Performance
Historical Performance: Historical performance data unavailable in structured format.
Benchmark Comparison: Benchmark comparison unavailable in structured format.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
XMHQ's average trading volume is moderate, allowing for reasonable order execution for most investors.
Bid-Ask Spread
XMHQ's bid-ask spread is usually tight, indicating good liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and sector-specific trends can influence XMHQ's performance. Focus on quality stocks may provide some downside protection during market downturns.
Growth Trajectory
XMHQ's growth depends on investor demand for quality-focused mid-cap strategies and its ability to outperform its benchmark.
Moat and Competitive Advantages
Competitive Edge
XMHQ's competitive edge lies in its distinct focus on the S&P MidCap 400 Quality Index. This index selects companies based on quantifiable quality factors, providing a systematic approach. This factor-based approach differentiates it from broader mid-cap ETFs. This strategy can attract investors seeking higher-quality exposure within the mid-cap space. Its quantitative nature provides transparency and reduces potential manager bias.
Risk Analysis
Volatility
Historical volatility data unavailable in structured format.
Market Risk
XMHQ is subject to market risk, as its value can fluctuate based on overall market conditions and the performance of its underlying holdings. Sector-specific risks within the mid-cap space also apply.
Investor Profile
Ideal Investor Profile
XMHQ is suitable for investors seeking exposure to mid-cap stocks with a focus on quality and financial health.
Market Risk
XMHQ is suitable for long-term investors who prioritize quality and are comfortable with the volatility of mid-cap stocks.
Summary
The Invesco S&P MidCap Quality ETF (XMHQ) offers targeted exposure to mid-cap stocks selected based on quality metrics. It tracks the S&P MidCap 400 Quality Index, providing a systematic and transparent approach to quality investing. XMHQ has a low expense ratio. While it offers a unique investment strategy, its AUM is significantly smaller than broader mid-cap ETFs. The fund is best suited for long-term investors seeking quality exposure within the mid-cap market segment.
Similar Companies
- MDY
- IJH
- IWR
- VO
- SCHM
Sources and Disclaimers
Data Sources:
- Invesco official website
- ETF.com
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share and performance data are subject to change.
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 MidCap Quality ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in 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 composed of a subset of securities from the S&P MidCap 400® Index that the index provider has determined to have high "quality".
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