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SPVM - ETF AI Analysis

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SPVM

Invesco S&P 500 Value with Momentum ETF (SPVM)

Rating:71Outperform
Price Target:
SPVM’s rating suggests it is a solid but not flawless ETF, combining value and momentum stocks from the S&P 500. Strong contributors like Verizon, Allstate, and Invesco support the fund’s quality through solid financial performance, positive momentum, and shareholder-friendly policies, while holdings such as Kroger and CVS, which face profitability pressures, high leverage, and bearish technical trends, likely weigh on the overall rating. The main risk is that several key holdings carry elevated debt and operational challenges, which could increase volatility if economic conditions worsen.
Positive Factors
Improving Recent Performance
The ETF has shown steady gains over the last few months, indicating improving short-term momentum.
Value With Momentum Strategy
The fund targets value stocks that also show positive momentum, aiming to combine lower prices with improving trends.
Broad Sector Mix
Holdings are spread across financials, utilities, consumer, energy, health care, and other sectors, which helps reduce reliance on any single industry.
Negative Factors
Higher-Than-Average Fees
The expense ratio is on the higher side for a passive ETF, which can modestly reduce long-term returns.
Heavy Tilt to Financials
A large portion of the portfolio is in financial stocks, increasing the fund’s sensitivity to problems in that sector.
U.S.-Only Exposure
Almost all assets are invested in U.S. companies, offering little diversification across global markets.

SPVM vs. SPDR S&P 500 ETF (SPY)

SPVM Summary

SPVM is the Invesco S&P 500 Value with Momentum ETF, which follows the S&P 500 High Momentum Value Index. It invests in large U.S. companies that look relatively cheap based on fundamentals but whose stock prices have been rising. The fund holds well-known names like Ford and Verizon, and spreads money across sectors such as financials, utilities, and consumer companies. Someone might consider SPVM for a mix of potential growth and diversification within established U.S. stocks. A key risk is that these stocks can still go up and down with the overall stock market.
How much will it cost me?The Invesco S&P 500 Value with Momentum ETF (SPVM) has an expense ratio of 0.39%, meaning you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed to combine value and momentum strategies, which require more research and adjustments compared to passive funds.
What would affect this ETF?The SPVM ETF, which focuses on U.S. large-cap value stocks with strong momentum, could benefit from a stable economic environment and rising consumer confidence, particularly in sectors like Financials and Consumer Cyclical that make up a significant portion of its holdings. However, it may face challenges from rising interest rates, which could pressure Financials, and regulatory changes or economic slowdowns that impact key industries like Utilities and Health Care. Its reliance on U.S. markets also makes it sensitive to domestic economic conditions.

SPVM Top 10 Holdings

SPVM is leaning hard into U.S. financials, and that’s where much of the action is. Invesco itself is one of the fund’s bright spots, rising on strong asset growth, while Bunge and Archer Daniels Midland give the portfolio a steady boost from the food and agriculture trade. On the flip side, Verizon and Allstate are losing steam, acting as mild brakes on performance. Cyclical names like Ford, GM, and United Airlines show mixed momentum, underscoring a value-with-momentum tilt that’s concentrated in U.S. financial and defensive sectors.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Bunge Global2.58%$2.57M$22.40B71.56%
66
Neutral
Ford Motor2.04%$2.03M$54.99B47.08%
71
Outperform
General Motors1.90%$1.89M$76.15B73.24%
73
Outperform
Archer Daniels Midland1.85%$1.84M$31.88B46.13%
64
Neutral
Verizon1.59%$1.58M$195.26B17.70%
81
Outperform
United Airlines Holdings1.58%$1.57M$37.52B9.54%
74
Outperform
Kroger Company1.50%$1.50M$42.72B7.38%
56
Neutral
AT&T1.45%$1.44M$192.34B9.05%
71
Outperform
Truist Financial1.40%$1.39M$71.39B16.18%
70
Outperform
Allstate1.37%$1.36M$54.31B7.16%
74
Outperform

SPVM Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
68.65
Positive
100DMA
66.68
Positive
200DMA
63.07
Positive
Market Momentum
MACD
0.91
Negative
RSI
69.44
Neutral
STOCH
88.37
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPVM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 69.94, equal to the 50-day MA of 68.65, and equal to the 200-day MA of 63.07, indicating a bullish trend. The MACD of 0.91 indicates Negative momentum. The RSI at 69.44 is Neutral, neither overbought nor oversold. The STOCH value of 88.37 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SPVM.

SPVM Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$99.07M0.39%
$86.70M0.75%
$83.92M0.29%
$74.00M0.18%
$72.13M0.50%
$71.97M0.33%
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SPVM
Invesco S&P 500 Value with Momentum ETF
72.03
13.94
24.00%
MAVF
Matrix Advisors Value ETF
SPDV
AAM S&P 500 High Dividend Value ETF
STXV
Strive 1000 Value ETF
ITAN
Sparkline Intangible Value ETF
CGVV
Capital Group U.S. Large Value ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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