Invesco S&P SmallCap Value with Momentum ETF XSVM

Zacks Investment Research 5 nov

The Invesco S&P SmallCap Value with Momentum ETF (XSVM) offers broad exposure to small-cap value stocks with a 0.36% expense ratio and $602.54 million in assets. The ETF has delivered strong performance with a 22.41% year-to-date return and 28.97% one-year return, though it carries higher volatility with a beta of 1.02. It received a Zacks ETF Rank of 3 (Hold), positioning it as a reasonable option for small-cap value investors, though larger competitors like IWN and VBR offer lower expense ratios.

Zacks Investment Research 3 sept

XSVM, a passively managed small-cap value ETF launched in 2005, has gained 22.96% year-to-date and 24.21% over the past year. With $643.42 million in assets and a 0.37% expense ratio, it offers diversified exposure to small-cap value stocks with heavy allocation to Financials (49.7%). The fund received a Zacks ETF Rank of 3 (Hold), positioning it as a reasonable option for small-cap value investors, though larger competitors like IWN and VBR offer lower expense ratios.

Benzinga 9 jun

Vishay Intertechnology surged nearly 14% after beating Q1 earnings expectations with $839.2M revenue and returning to profitability. The rally highlights a broader semiconductor market shift beyond AI infrastructure toward companies serving electric vehicles, industrial automation, and power management. This trend may favor diversified and equal-weight semiconductor ETFs over mega-cap concentrated funds.