(XSMO) S&P SmallCap Momentum - NYSE

ETF Category: Small Blend | Exchange: NYSE (USA) | Market Cap: 2.977m USD | Total Return: 35.4% in 12m

Small-Cap Stocks, Momentum Strategy, S&P SmallCap 600, High Momentum Score
Total Rating 70
Safety 66
Buy Signal 0.05
Small Blend
Category Rotation: +0.5
TER: 0.39%
AUM: 2.98B
Avg Turnover: 19.9M
Risk 3d forecast
Volatility19.6%
VaR 5th Pctl3.43%
VaR vs Median-2.72%
Reward TTM
Sharpe Ratio1.45
Rel. Str. IBD71.4
Rel. Str. Peer Group71.1
Character TTM
Beta1.043
Beta Downside1.094
Hurst Exponent0.419
Drawdowns 3y
Max DD24.76%
CAGR/Max DD0.99
CAGR/Mean DD5.75

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality

Coming soon
Description: XSMO S&P SmallCap Momentum

The Invesco S&P SmallCap Momentum ETF (XSMO) is an exchange-traded fund that employs a momentum-based investment strategy, allocating at least 90% of its total assets to securities included in its underlying index. The index is constructed by selecting the highest momentum-scoring constituents from the S&P SmallCap 600® Index, a widely tracked benchmark of U.S. small-cap stocks, and is compiled, maintained, and calculated by the index provider in accordance with its guidelines and mandated procedures.

The fund falls within the Small Blend ETF category and is structured to provide investors with targeted exposure to U.S. small-capitalization companies exhibiting strong recent price performance, a factor-based approach commonly associated with momentum investing. As a passively managed ETF listed on the NYSE, XSMO offers a rules-driven method for accessing this style segment of the U.S. equity market.

Headlines to Watch Out For
  • S&P SmallCap 600 Momentum index rebalance shifts sector weights
  • Small-cap momentum factor underperforms during growth-to-value market rotation
  • ETF AUM inflows rise as factor investing gains investor traction
What is the price of XSMO shares?

As of June 29, 2026, the stock is trading at USD 91.10 with a total of 375,518 shares traded. Over the past week, the price has changed by +1.39%, over one month by +2.70%, over three months by +20.26% and over the past year by +35.38%.

Current recommended Stop Loss: 86.90 (which is 4.6% or 2.2 ATR below the current price).

Is XSMO a buy, sell or hold?

S&P SmallCap Momentum has no consensus analysts rating.