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XMHQ - ETF AI Analysis
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Invesco S&P MidCap Quality ETF (XMHQ)
Rating:73Outperform
Price Target:
$115.00
Positive Factors
Strong Top Holdings
Several top positions, such as Comfort Systems and BWX Technologies, have delivered strong year-to-date performance, supporting the fund's overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Industrials, Health Care, and Financials, reducing reliance on any single industry.
Low Expense Ratio
With a competitive expense ratio of 0.25%, this ETF is cost-efficient compared to many actively managed funds.
Negative Factors
High U.S. Concentration
The ETF is almost entirely focused on U.S. companies, limiting exposure to international markets and diversification.
Mixed Holding Performance
Some top holdings, like Carlisle Companies and DocuSign, have underperformed year-to-date, which could drag on overall returns.
Sector Overweight in Industrials
With over 30% of the portfolio allocated to Industrials, the fund may be vulnerable to sector-specific downturns.
XMHQ vs. SPDR S&P 500 ETF (SPY)
AUM5.06B
RegionNorth America
Expense Ratio0.25%
Beta1.03
IssuerInvesco
Inception DateDec 01, 2006
Dividend Yield0.66%
Asset ClassEquity
Index TrackedS&P MidCap 400 Quality Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume288,545
30 Day Avg. Volume253,220
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
119.14Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering79
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XMHQ Summary
The Invesco S&P MidCap Quality ETF (XMHQ) is an investment fund that focuses on mid-sized U.S. companies with strong financial health and efficient business practices. It tracks the S&P MidCap 400 Quality Index, which selects companies based on metrics like return on equity and financial stability. Some well-known companies in this ETF include Carlisle Companies and Medpace Holdings. Investors might consider XMHQ for diversification and exposure to mid-cap businesses with growth potential and solid management. However, it’s important to note that mid-cap stocks can be more volatile than larger companies, meaning their prices may fluctuate more dramatically.
How much will it cost me?The Invesco S&P MidCap Quality ETF (XMHQ) has an expense ratio of 0.25%, meaning you’ll pay $2.50 per year for every $1,000 invested. This is slightly higher than average for passively managed ETFs because it tracks a specialized index focused on mid-cap companies with strong quality metrics. It’s designed to offer targeted exposure to financially healthy mid-cap stocks.
What would affect this ETF?The Invesco S&P MidCap Quality ETF (XMHQ) could benefit from economic growth in the U.S., particularly in sectors like Industrials and Health Care, which make up a significant portion of its holdings. However, rising interest rates or economic slowdowns could negatively impact mid-cap companies, especially those in cyclical sectors like Consumer Cyclical and Financials. Regulatory changes or shifts in sector-specific trends could also influence the performance of its top holdings, such as Comfort Systems and Medpace Holdings.
XMHQ Top 10 Holdings
The Invesco S&P MidCap Quality ETF (XMHQ) is leaning heavily on industrials, with Comfort Systems and BWX Technologies driving recent gains thanks to strong financial performance and bullish momentum. Medpace Holdings in healthcare is also rising, supported by robust revenue growth and improved guidance. However, Carlisle Companies and DocuSign are holding the fund back, with bearish sentiment and valuation concerns weighing on their performance. With a clear focus on U.S. mid-cap stocks and a tilt toward industrials and healthcare, this ETF offers a mix of steady growth and a few bumps along the road.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Comfort Systems | 5.44% | $275.56M | $32.08B | 103.95% | 80 Outperform | |
| Medpace Holdings | 4.39% | $222.05M | $16.62B | 89.61% | 79 Outperform | |
| United Therapeutics | 4.08% | $206.47M | $20.08B | 31.38% | 79 Outperform | |
| Carlisle Companies | 3.89% | $196.81M | $12.81B | -31.65% | 69 Neutral | |
| Manhattan Associates | 2.61% | $132.39M | $10.74B | -37.07% | 71 Outperform | |
| Aecom Technology | 2.40% | $121.71M | $17.68B | 20.88% | 80 Outperform | |
| BWX Technologies | 2.14% | $108.32M | $16.30B | 39.61% | 69 Neutral | |
| Exelixis | 2.12% | $107.40M | $11.17B | 22.88% | 76 Outperform | |
| RPM International | 2.11% | $107.02M | $13.69B | -24.00% | 69 Neutral | |
| DocuSign | 2.06% | $104.47M | $13.63B | -17.48% | 69 Neutral |
XMHQ Technical Analysis
Negative
―
Price Trends
104.14
Negative
102.98
Negative
98.74
Positive
Market Momentum
-0.97
Positive
33.67
Neutral
16.06
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XMHQ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 103.00, equal to the 50-day MA of 104.14, and equal to the 200-day MA of 98.74, indicating a neutral trend. The MACD of -0.97 indicates Positive momentum. The RSI at 33.67 is Neutral, neither overbought nor oversold. The STOCH value of 16.06 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for XMHQ.
XMHQ Peer Comparison
Comparison Results
Performance Comparison
XMHQ
Invesco S&P MidCap Quality ETF
99.25
-3.90
-3.78%
XMMO
Invesco S&P MidCap Momentum ETF
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JHMM
John Hancock Multifactor Mid Cap ETF
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FMDE
Fidelity Enhanced Mid Cap ETF
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DON
WisdomTree U.S. MidCap Dividend Fund
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IVOO
Vanguard S&P Mid-Cap 400 ETF
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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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