XMMO - ETF AI Analysis
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Invesco S&P MidCap Momentum ETF (XMMO)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the year so far and in recent months, indicating solid momentum.
Top Holdings With Strong Momentum
Many of the largest positions, such as TechnipFMC, Fabrinet, and Flex, have delivered strong year-to-date gains that support the fund’s returns.
Focused Yet Varied Sector Mix
While industrials make up a large share, the fund also holds meaningful exposure to technology, materials, energy, and several other sectors, providing some diversification across different parts of the economy.
Negative Factors
High Industrial Sector Concentration
With a large portion of assets in industrials, the fund is especially sensitive to downturns in that single sector.
Limited International Diversification
Almost all holdings are in U.S. companies, so the ETF offers little geographic diversification outside the United States.
Moderate Expense Ratio
The fund’s expense ratio is higher than many broad market index ETFs, which slightly reduces the net return investors keep over time.
XMMO vs. SPDR S&P 500 ETF (SPY)
AUM7.76B
RegionNorth America
Expense Ratio0.35%
Beta1.02
IssuerInvesco
Inception DateMar 03, 2005
Dividend Yield0.59%
Asset ClassEquity
Index TrackedS&P MidCap 400 Momentum Index (USD)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume403,113
30 Day Avg. Volume371,517
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
194.83Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering76
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 showing strong recent performance. The fund is heavy in industrial and technology businesses and holds companies like Curtiss-Wright and Royal Gold. Someone might consider XMMO if they want growth potential from mid-sized companies and diversification beyond the biggest household-name stocks. A key risk is that momentum stocks can fall quickly, so the ETF’s price can go up and down more than the overall 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 heavily on U.S. industrial names, with mid-cap powerhouses like Sterling Infrastructure, Curtiss-Wright, and ATI doing most of the heavy lifting as their shares keep climbing. Tech-oriented holdings such as TTM Technologies and MKS Instruments are also rising, giving the fund an extra boost from the momentum trade. Not everything is firing, though: Fabrinet has been more of a wobble than a rocket, and TechnipFMC has recently lagged, acting as a mild drag. Overall, this is a U.S.-centric, industrial-tilted momentum play with a tech kicker.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Curtiss-Wright | 4.04% | $319.32M | $28.52B | 64.66% | 74 Outperform | |
| Sterling Infrastructure | 3.45% | $272.63M | $26.45B | 319.21% | 71 Outperform | |
| ATI | 3.27% | $259.12M | $27.48B | 144.56% | 78 Outperform | |
| TechnipFMC | 3.10% | $244.92M | $25.98B | 97.39% | 80 Outperform | |
| TTM Technologies | 3.03% | $239.64M | $22.48B | 499.38% | 77 Outperform | |
| Woodward | 2.97% | $234.95M | $25.63B | 76.61% | 79 Outperform | |
| MKS | 2.95% | $233.36M | $27.45B | 356.78% | 75 Outperform | |
| nVent Electric | 2.70% | $213.79M | $28.63B | 160.55% | 76 Outperform | |
| Carpenter Technology | 2.46% | $194.51M | $29.14B | 124.88% | 75 Outperform | |
| MasTec | 2.34% | $185.33M | $30.00B | 144.27% | 74 Outperform |
XMMO Technical Analysis
Neutral
―
Price Trends
165.48
Negative
156.84
Positive
147.02
Positive
Market Momentum
0.46
Positive
43.40
Neutral
28.54
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XMMO, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 168.18, equal to the 50-day MA of 165.48, and equal to the 200-day MA of 147.02, indicating a neutral trend. The MACD of 0.46 indicates Positive momentum. The RSI at 43.40 is Neutral, neither overbought nor oversold. The STOCH value of 28.54 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for XMMO.
XMMO Peer Comparison
Comparison Results
Performance Comparison
XMMO
Invesco S&P MidCap Momentum ETF
163.14
34.12
26.45%
FMDE
Fidelity Enhanced Mid Cap ETF
―
―
―
JHMM
John Hancock Multifactor Mid Cap ETF
―
―
―
XMHQ
Invesco S&P MidCap Quality ETF
―
―
―
DON
WisdomTree U.S. MidCap Dividend Fund
―
―
―
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.
DisclaimerThis 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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