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Invesco S&P Sm Cap Value with Momentum (XSVM) - ETF





     3mo     6mo     1yr
Charts and data are derived from prices adjusted for both splits and distributions to emphasize total return.

ETF Symbol:
This data as of Market Close on Fri, Nov 22
Price59.54
Volume69k
Avg Vol63k
RSf61.9
$Vol(21d)4m
52 wk High60.22
52 wk Low47.88
Yield(ttm)1.53%
Inception:Mar 2005
Total Returns:
1 day1.7%
5 day2.8%
1 month10.0%
3 month6.3%
6 month9.8%
9 month11.7%
1 year23.5%
 
Compare Funds:
Correlated Group: Consum Discr (View cGroup) (All Groups)




Correlated Funds

Most Directly Correlated
Avantis U.S. Sm Cap Value ETFAVUV0.98  
First Trust Small Cap Value AlphaDEX ETFFYT0.98  
EA Bridgeway Omni Sm Cap ValueBSVO0.98  
Dimensional U.S. Targeted Value ETFDFAT0.98  
Dimensional US Sm Cap Value ETFDFSV0.98  
WisdomTree Small Cap DivDES0.98  
WisdomTree US SmallCap Dividend Growth ETFDGRS0.97  
iShares US Small Cap Value Factor ETFSVAL0.97  
Avantis US Sm Cap EquityAVSC0.97  
WisdomTree SmallCap Earnings FundEES0.97  
Least Correlated
iShares Aaa - A Rated Corporate Bond ETFQLTA0.00  
SPDR Blmbrg Barclays 3-12 Month T-BillBILS0.00  
Schwab 5-10 Year Corporate Bond ETFSCHI0.00  
US Treasury 3 Month Bill ETFTBIL0.00  
iShares iBonds Dec 2031 Term CorpIBDW-0.00  
iShares Short-Term Corp Bond ETFIGSB-0.00  
FlexShares Ready Access Variable IncomeRAVI-0.00  
Fidelity Corporate Bond ETFFCOR-0.00  
PIMCO 15+ Year US TIPS Index ETFLTPZ-0.00  
Invesco Variable Rate Investment Grade PortfolioVRIG-0.00  
Most Inversely Correlated
Tuttle Capital Short Innovation ETFSARK-0.69  
Direxion Financial Bear 3X SharesFAZ-0.78  
ProShares UltraPro Short Dow30SDOW-0.78  
ProShares Short Dow 30DOG-0.78  
Proshares UltraShort Dow30DXD-0.78  
Active Bear ETF HDGE-0.83  
Proshares Short Russell 2000RWM-0.94  
ProShares UltraPro Short Russell2000SRTY-0.94  
Proshares UltraShort Russell2000TWM-0.94  
Direxion Small Cap Bear 3X SharesTZA-0.94  
These 126 day (6 month) correlations can be considered short term, focusing on recent price movements.
Correlations are only calculated for actively traded funds. As of: 2024-11-22.


Exchange-traded funds are similar to index funds that trade like a single stock. Until the advent of the ETF, it was impossible to trade indexes this easily through an equity account. Most ETFs are relatively static in make-up, like the SPY or QQQQ index funds. Others, like some of the PowerShares funds, are dynamic and the holdings are changed routinely. ETFs have risks similar to stocks in that their value can rise or fall at the discretion of the marketplace. Some ETFs, like international funds and narrowly based indexes, have special risks that the investor should be aware of. However, used properly ETFs can provide an efficient and effective investment vehicle for achieving results that were near impossible for the typical investor to achieve prior to their development.








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