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XMMO - ETF AI Analysis
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Invesco S&P MidCap Momentum ETF (XMMO)
Rating:71Outperform
Price Target:―
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)
AUM5.22B
RegionNorth America
Expense Ratio0.35%
Beta1.08
IssuerInvesco
Inception DateMar 03, 2005
Dividend Yield0.76%
Asset ClassEquity
Index TrackedS&P MidCap 400 Momentum Index (USD)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume299,039
30 Day Avg. Volume263,795
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
163.37Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering79
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 a noticeable tilt toward industrials and tech. Defense and aerospace names like Curtiss-Wright and Woodward have been rising steadily, acting as key engines for the fund. Ciena and Flex add to the tech-driven tailwind with generally solid, if sometimes choppy, gains. On the flip side, Twilio has been losing steam and Lumentum’s mixed pattern—strong recently but weak year-to-date—adds some turbulence. Overall, the story is U.S.-centric, industrial-tech momentum with a few volatile passengers on board.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Ciena | 4.11% | $216.80M | $33.98B | 136.19% | 70 Outperform | |
| Curtiss-Wright | 4.06% | $214.34M | $23.98B | 73.11% | 74 Outperform | |
| Lumentum Holdings | 3.56% | $187.84M | $25.30B | 261.07% | 61 Neutral | |
| Woodward | 3.46% | $182.48M | $19.65B | 76.88% | 79 Outperform | |
| US Foods Holding | 3.39% | $178.96M | $18.60B | 20.95% | 74 Outperform | |
| Twilio | 3.36% | $177.40M | $18.15B | 6.76% | 70 Neutral | |
| Talen Energy Corp | 3.14% | $165.65M | $16.30B | 49.73% | 60 Neutral | |
| Flex | 2.86% | $151.06M | $23.82B | 49.80% | 74 Outperform | |
| RB Global | 2.77% | $145.88M | $21.04B | 28.45% | 70 Outperform | |
| Casey's General | 2.61% | $137.37M | $23.67B | 53.37% | 68 Neutral |
XMMO Technical Analysis
Positive
―
Price Trends
138.67
Positive
136.63
Positive
130.23
Positive
Market Momentum
1.07
Positive
54.91
Neutral
49.43
Neutral
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 141.57, equal to the 50-day MA of 138.67, and equal to the 200-day MA of 130.23, indicating a bullish trend. The MACD of 1.07 indicates Positive momentum. The RSI at 54.91 is Neutral, neither overbought nor oversold. The STOCH value of 49.43 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XMMO.
XMMO Peer Comparison
Comparison Results
Performance Comparison
XMMO
Invesco S&P MidCap Momentum ETF
142.44
10.97
8.34%
XMHQ
Invesco S&P MidCap Quality ETF
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―
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FMDE
Fidelity Enhanced Mid Cap ETF
―
―
―
JHMM
John Hancock Multifactor 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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