XMHQ ETF Analysis: S&P MidCap Quality | NYSE

Mid-Cap Blend | NYSE, USA | Market Cap: 5.389m USD | 12M Return: 11.2% | Charts, Fundamentals & Technical Analysis

Mid Cap Stocks, Quality Equities, US Markets, Index Tracking
Total Rating 46
Safety 61
Buy Signal -0.21
Mid-Cap Blend
Category Rotation: -8.0
TER: 0.25%
AUM: 5.39B
Avg Turnover: 18.8M
Risk 3d forecast
Volatility16.0%
VaR 5th Pctl2.81%
VaR vs Median-2.52%
Reward TTM
Sharpe Ratio0.49
Rel. Str. IBD43.7
Rel. Str. Peer Group6.8
Character TTM
Beta1.025
Beta Downside1.117
Hurst Exponent0.433
Drawdowns 3y
Max DD24.56%
CAGR/Max DD0.52
CAGR/Mean DD2.58

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +1.2% 28
Feb +0.3% 13
Mar -0.6% 15
Apr +0.2% 2
May +0.2% 2
Jun +0.2% 11
Jul +1.9% 38
Aug -0.1% 21
Sep -1.9% 37
Oct -0.6% 29
Nov +2.9% 23
Dec +0.1% 5

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: XMHQ S&P MidCap Quality

The Invesco S&P MidCap Quality ETF (XMHQ) is a passively managed exchange-traded fund that seeks to track the performance of a specific S&P quality index. Under normal circumstances, the fund invests at least 90% of its total assets in the securities that make up this underlying index. The index is constructed by selecting a subset of stocks from the S&P MidCap 400® Index, which represents U.S. mid-capitalization companies, and filtering for those that the index provider classifies as having high quality characteristics.

As an index-tracking ETF, XMHQ follows a passive investment model, meaning portfolio composition is determined by the index providers rules rather than active stock selection. The S&P MidCap 400 is a well-established U.S. equity benchmark covering the mid-cap segment of the market. The fund launched in December 2006 and is listed on the NYSE.

Headlines to Watch Out For
  • Mid-cap quality factor attracts inflows amid growth stock volatility
  • AUM expansion lifts fee-based revenue for XMHQ
  • Factor ETF fee war compresses expense ratios industry-wide
What is the price of XMHQ shares?

As of July 23, 2026, the stock is trading at USD 112.12 with a total of 200,516 shares traded. Over the past week, the price has changed by -0.49%, over one month by +0.85%, over three months by +3.59% and over the past year by +11.22%.

Current recommended Stop Loss: 110.30 (which is 1.6% or 1.3 ATR below the current price).

Is XMHQ a buy, sell or hold?

S&P MidCap Quality has no consensus analysts rating.