(XMHQ) S&P MidCap Quality - Overview

ETF Category: Mid-Cap Blend | Exchange: NYSE ARCA (USA) | Market Cap: 5.235m USD | Total Return: 14.2% in 12m

Midcap Stocks, Quality Equities, Exchange Traded Fund
Total Rating 29
Safety 56
Buy Signal -0.35
Mid-Cap Blend
Category Rotation: +0.5
TER: 0.25%
AUM: 5.23B
Avg Turnover: 18.5M
Risk 3d forecast
Volatility16.6%
VaR 5th Pctl2.88%
VaR vs Median-3.47%
Reward TTM
Sharpe Ratio0.66
Rel. Str. IBD43.8
Rel. Str. Peer Group7.1
Character TTM
Beta1.015
Beta Downside1.121
Hurst Exponent0.419
Drawdowns 3y
Max DD24.56%
CAGR/Max DD0.66
CAGR/Mean DD3.29

Warnings

Choppy

Tailwinds

No distinct edge detected

Description: XMHQ S&P MidCap Quality

The Invesco S&P MidCap Quality ETF (XMHQ) tracks the S&P MidCap 400 Quality Index by investing at least 90% of its assets in high-quality mid-cap equities. The selection process filters the broader S&P MidCap 400 universe to identify companies demonstrating superior fundamental strength based on three specific metrics: return on equity, accruals ratio, and financial leverage.

Mid-cap companies typically occupy a market capitalization range between $2 billion and $10 billion, often providing a balance between the growth potential of small-caps and the relative stability of large-caps. By focusing on quality factors, the fund aims to mitigate the volatility often associated with the mid-cap sector while targeting businesses with efficient capital management and sustainable earnings. Investors can further analyze these fundamental quality metrics by visiting ValueRay.

Headlines to Watch Out For
  • Mid-cap profitability metrics drive constituent selection and overall fund performance
  • High return on equity requirements filter out underperforming industrial and consumer firms
  • Interest rate volatility impacts borrowing costs for mid-sized growth-oriented companies
  • Quarterly S&P quality score rebalancing dictates major portfolio turnover and momentum
  • Domestic economic expansion correlates with revenue growth for US-centric mid-cap holdings
What is the price of XMHQ shares?

As of May 31, 2026, the stock is trading at USD 110.66 with a total of 143,182 shares traded.
Over the past week, the price has changed by +2.94%, over one month by +4.95%, over three months by +2.25% and over the past year by +14.17%.

Is XMHQ a buy, sell or hold?

S&P MidCap Quality has no consensus analysts rating.