We are live on ! Find out more

Invesco S&P SmallCap Momentum ETF

XSMO

Market cap $2.82B

80.89 USD

-1.64

1.99%

At close Updated Oct 30, 12:11 PM EDT

1 day

-1.99%

5 days

2.3%

1 month

-0.85%

3 months

-6.98%

6 months

-6.74%

Year to date

10.96%

1 year

13.26%

5 years

40.24%

10 years

235.23%

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 100%

Neutral 0%

Negative 0%

XSMO: September Reconstitution Restores Small-Cap Momentum, But Quality Suffers

The Invesco S&P SmallCap Momentum ETF is rated a "hold" following its September reconstitution. While momentum exposure was restored, this analysis explains its slightly weaker quality and GARP features. Historically, XSMO has beat S&P SmallCap 600 Index ETFs like IJR with similar downside risk and the odd period of significant outperformance, making its long-term appeal compelling. Still, XSMO's quality features took a measurable hit this week, as measured by margins and capital efficiency. The percentage of companies with negative margins also increased from 15% to 20%.

XSMO: September Reconstitution Restores Small-Cap Momentum, But Quality Suffers

Zacks Investment Research

Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?

Looking for broad exposure to the Small Cap Growth segment of the US equity market? You should consider the Invesco S&P SmallCap Momentum ETF (XSMO), a passively managed exchange traded fund launched on March 3, 2005.

Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?

XSMO: A Cleaner Way To Own Small Caps

Invesco S&P SmallCap Momentum ETF offers efficient small-cap exposure by filtering for profitable, high-momentum companies, outperforming standard small-cap indices. XSMO's semi-annual rebalancing and sector tilts—especially toward industrials, healthcare, and IT—drive its performance but introduce concentration and timing risks. Despite a higher expense ratio (0.36%) than peers, XSMO has delivered a 280.8% total return over the past decade, far outpacing traditional small-cap ETFs.

XSMO: A Cleaner Way To Own Small Caps

Zacks Investment Research

Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?

The Invesco S&P SmallCap Momentum ETF (XSMO) was launched on March 3, 2005, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Growth segment of the US equity market.

Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?

Zacks Investment Research

Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?

Designed to provide broad exposure to the Small Cap Growth segment of the US equity market, the Invesco S&P SmallCap Momentum ETF (XSMO) is a passively managed exchange traded fund launched on March 3, 2005.

Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?

Small-Cap Awakening Sparks This Momentum ETF

Momentum investing is often viewed as a large-cap-only concept. Conversations about its applications via ETFs often lead to products such as the Invesco S&P 500 Momentum ETF (SPMO).

Small-Cap Awakening Sparks This Momentum ETF

XSMO: A Well-Constructed Small Cap ETF That Could Do Well After A Pullback

The Invesco S&P SmallCap Momentum ETF (XSMO), which is the number 1 ranked product on Seeking Alpha's Quant rating table of small-cap ETFs, is outperforming the Russell 2000 by 1.55x this year. XSMO's portfolio construction emphasizes risk-adjusted momentum and quality, avoiding micro-caps and loss-making stocks, while also tilting towards those with a persistent long-term trend. High annual turnover (115%) and semi-annual rebalancing introduce potential drag and lag in responding to momentum shifts.

XSMO: A Well-Constructed Small Cap ETF That Could Do Well After A Pullback

XSMO: Ahead Of Peers, But No Long-Term Edge Over The Benchmark

The Invesco S&P SmallCap Momentum ETF targets high-momentum S&P 600 stocks, featuring solid growth metrics and moderate sector and company risk. XSMO has outperformed key small-cap momentum and single-factor ETFs since 2017, but matches the S&P SmallCap 600 Index since inception. XSMO stands out as a compelling small-cap momentum ETF, but lags the growth ETF IJT over the long term.

XSMO: Ahead Of Peers, But No Long-Term Edge Over The Benchmark

24/7 Wall Street

3 Small-Cap ETFs Beating the S&P 500 Right Now That Most Investors Have Never Heard Of

Small-cap stocks have quietly been outperforming the S&P 500 through early 2026, a rotation that many investors who stayed concentrated in large-cap technology missed entirely.

3 Small-Cap ETFs Beating the S&P 500 Right Now That Most Investors Have Never Heard Of

Zacks Investment Research

Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?

The Invesco S&P SmallCap Momentum ETF (XSMO) was launched on March 3, 2005, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Growth segment of the US equity market.

Should Invesco S&P SmallCap Momentum ETF (XSMO) Be on Your Investing Radar?

See News Rankings

Price charts implemented using Lightweight Charts™