XMMO - ETF AI Analysis

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Invesco S&P MidCap Momentum ETF (XMMO)

Rating:71Outperform

Price Target:―

XMMO, the Invesco S&P MidCap Momentum ETF, has a solid overall rating driven mainly by strong, growing mid-cap companies like Woodward, Curtiss-Wright, US Foods, and Flex, which all benefit from healthy financial performance, positive earnings commentary, and shareholder-friendly actions such as buybacks and dividends. Some holdings like Lumentum and Talen Energy introduce more risk due to financial and valuation concerns, and several top positions show signs of potential overvaluation, so investors should be aware that the fund’s momentum focus can mean higher sensitivity to market swings and sentiment shifts. Overall, the mix of strong fundamentals and momentum in many holdings supports the rating, while valuation and operational risks in a few names keep it from being higher.

Positive Factors

Strong Mid-Cap Momentum Focus

The fund targets mid-sized companies with positive momentum, and several of its largest holdings have shown strong recent gains that support overall performance.

Broad Sector Diversification

Holdings are spread across many sectors, including industrials, technology, financials, consumer stocks, utilities, and health care, which helps reduce the impact of weakness in any single industry.

Growing Asset Base

The ETF manages several billion dollars in assets, suggesting healthy investor interest and enough size for efficient trading.

Negative Factors

Mixed Performance Among Top Holdings

While some leading positions have performed strongly, others have shown weak or negative momentum, which can create a bumpier return pattern.

High U.S. Concentration

Almost all of the fund’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market struggles.

Above-Average Expense Ratio for a Passive ETF

The fund’s expense ratio is higher than many broad index ETFs, which means more of the return is used to cover fees each year.

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

AUM5.60B

RegionNorth America

Expense Ratio0.35%

Beta1.06

IssuerInvesco

Inception DateMar 03, 2005

Dividend Yield0.73%

Asset ClassEquity

Index TrackedS&P MidCap 400 Momentum Index (USD)

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume273,468

30 Day Avg. Volume259,470

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

167.57

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering77

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

XMMO Summary

The Invesco S&P MidCap Momentum ETF (XMMO) invests in medium‑sized U.S. companies that have been rising in price faster than others. It follows the S&P MidCap 400 Momentum Index, which focuses on stocks with strong recent performance. The fund holds a mix of sectors like industrials, technology, and consumer companies, including names such as Twilio and US Foods. Someone might consider XMMO if they want growth potential from mid-sized companies and diversification beyond large, well-known stocks. A key risk is that momentum stocks can fall quickly, and the ETF can go up and down sharply with the market.

How much will it cost me?The Invesco S&P MidCap Momentum ETF (XMMO) has an expense ratio of 0.35%, meaning you’ll pay $3.50 per year for every $1,000 invested. This is slightly higher than average because it is actively managed to focus on mid-cap stocks with strong momentum, which requires more research and management compared to passively managed funds. It’s a good choice if you’re looking for targeted exposure to mid-cap companies with growth potential.

What would affect this ETF?The Invesco S&P MidCap Momentum ETF (XMMO) could benefit from strong economic growth in the U.S., particularly if mid-cap companies in sectors like Industrials and Technology continue to perform well. However, rising interest rates or economic slowdowns could negatively impact mid-cap stocks, especially in cyclical sectors like Consumer Cyclical and Financials, which are sensitive to broader economic conditions. Regulatory changes or shifts in market sentiment toward momentum investing could also influence the ETF's performance.

XMMO Top 10 Holdings

XMMO is leaning hard into U.S. mid-cap momentum, with industrial names like Curtiss-Wright and Woodward quietly steering the ship higher as their steady gains and solid fundamentals keep the engine humming. Lumentum has been one of the real pace-setters, riding strong demand in tech and AI, while Flex adds another rising technology tilt. On the flip side, Twilio is losing steam and acting as a noticeable drag, a reminder that not every momentum bet pays off at the same time. Overall, the fund is U.S.-centric and tilted toward industrial and tech strength.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
LITE	Lumentum Holdings	6.67%	$376.50M	$42.43B	810.39%	61 Neutral
CW	Curtiss-Wright	4.41%	$249.08M	$25.47B	123.73%	74 Outperform
WWD	Woodward	4.13%	$233.21M	$23.39B	113.29%	79 Outperform
USFD	US Foods Holding	3.98%	$224.62M	$21.30B	37.96%	74 Outperform
TLN	Talen Energy Corp	3.26%	$184.01M	$17.37B	74.70%	60 Neutral
TWLO	Twilio	3.21%	$181.56M	$16.77B	-1.02%	70 Neutral
FLEX	Flex	2.87%	$162.06M	$24.20B	62.74%	74 Outperform
CASY	Casey's General	2.82%	$159.41M	$24.38B	64.51%	68 Neutral
CRS	Carpenter Technology	2.62%	$148.04M	$18.54B	99.67%	75 Outperform
BWXT	BWX Technologies	2.57%	$145.25M	$18.49B	103.63%	75 Outperform

XMMO Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

142.17

Positive

100DMA

138.81

Positive

200DMA

133.58

Positive

Market Momentum

MACD

1.83

Negative

RSI

68.45

Neutral

STOCH

87.79

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XMMO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 144.28, equal to the 50-day MA of 142.17, and equal to the 200-day MA of 133.58, indicating a bullish trend. The MACD of 1.83 indicates Negative momentum. The RSI at 68.45 is Neutral, neither overbought nor oversold. The STOCH value of 87.79 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XMMO.

XMMO Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
XMMO	―	―	$5.60B	0.35%	71 Outperform
FMDE	―	―	$5.37B	0.23%	70 Neutral
XMHQ	―	―	$5.35B	0.25%	73 Outperform
JHMM	―	―	$5.08B	0.41%	70 Outperform
DON	―	―	$3.96B	0.38%	70 Neutral
IVOO	―	―	$3.30B	0.07%	70 Neutral

Performance Comparison

XMMO

Invesco S&P MidCap Momentum ETF

149.37

29.59

24.70%

FMDE

Fidelity Enhanced Mid Cap ETF

―

XMHQ

Invesco S&P MidCap Quality ETF

―

JHMM

John Hancock Multifactor Mid Cap ETF

―

DON

WisdomTree U.S. MidCap Dividend Fund

―

IVOO

Vanguard S&P Mid-Cap 400 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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