Invesco S&P 500 Value with Momentum ETF (SPVM)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Invesco S&P 500 Value with Momentum ETF (SPVM) trades at $75.47 with AI Score 49/100 (Grade C). Invesco S&P 500 Value with Momentum ETF (SPVM) aims to mirror the performance of 100 S&P 500 stocks exhibiting high value and momentum characteristics. Market cap: $81.20M, Sector: Unknown.
Price live · AI analysis from Mar 16, 2026Analyst Coverage for SPVM: SPVM does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SPVM against Unknown peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
SPVM: the 1 perspectives are evenly split.
How is this calculated? →Invesco S&P 500 Value with Momentum ETF (SPVM) Business Overview & Investment Profile
Invesco S&P 500 Value with Momentum ETF (SPVM) seeks to track the performance of value and momentum stocks within the S&P 500. By investing in securities with high value and momentum scores, SPVM offers investors exposure to a targeted segment of the large-cap equity market, utilizing a rules-based approach to portfolio construction.
What Is the Investment Thesis for SPVM?
SPVM offers a targeted approach to investing in large-cap U.S. equities by focusing on value and momentum factors. As of 2026, the fund's beta of 1.00 suggests market-like volatility. The fund's performance is directly tied to the underlying index methodology, which selects stocks based on value and momentum scores. A key value driver is the potential for these factors to outperform the broader market, particularly during specific economic cycles. However, the absence of a dividend yield may deter income-seeking investors. The fund's success hinges on the continued effectiveness of the value and momentum strategies in the S&P 500 landscape.
Based on FMP financials and quantitative analysis
SPVM Key Highlights
- The fund invests at least 90% of its total assets in securities that comprise the underlying index.
- The underlying index is designed to measure the performance of 100 stocks in the S&P 500® Index.
- Stocks are selected based on relatively high “value” and “momentum” scores.
- Beta is 1.00, indicating market-like volatility.
- The fund offers no dividend yield.
Who Are SPVM's Competitors?
SPVM is benchmarked below against 3 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| IWF iShares Russell 1000 Growth ETF | $123.00 | +1.52% | $134.15B | 44 |
| IVE iShares S&P 500 Value ETF | $230.98 | +0.34% | $48.70B | 47 |
| MTUM iShares MSCI USA Momentum Factor ETF | $321.65 | +1.62% | $27.08B | 44 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SPVM's Key Strengths?
- Exposure to value and momentum factors.
- Passively managed, low-cost structure.
- Transparent index methodology.
- Part of the well-known Invesco ETF family.
What Are SPVM's Weaknesses?
- Performance dependent on the success of value and momentum strategies.
- No dividend yield.
- Potential for tracking error relative to the underlying index.
- Vulnerable to market fluctuations.
What Could Drive SPVM Stock Higher?
- Potential outperformance of value and momentum factors in specific market cycles.
- Growing investor interest in factor-based investing strategies.
- Continued innovation and product development within the ETF industry.
What Are the Key Risks for SPVM?
- Underperformance of value and momentum factors relative to the broader market.
- Increased competition from other factor-based ETFs.
- Market volatility impacting the fund's performance.
- Changes in the underlying index methodology.
What Are the Growth Opportunities for SPVM?
- Increased adoption of factor-based investing: As investors become more familiar with factor-based strategies, SPVM could attract greater inflows. The market for factor-based ETFs is projected to grow as investors seek to refine their portfolio construction and potentially enhance risk-adjusted returns. The timeline for this growth is ongoing, with continuous innovation and product development within the ETF industry.
- Outperformance of value and momentum factors: SPVM's performance is directly linked to the success of value and momentum strategies. If these factors outperform the broader market, SPVM could attract more assets. The historical performance of value and momentum factors suggests cyclical patterns, with periods of outperformance followed by periods of underperformance. Investors may allocate to SPVM during periods when these factors are expected to perform well.
- Expansion of distribution channels: Invesco could expand SPVM's reach by increasing its distribution efforts through various channels, including financial advisors, online brokerage platforms, and institutional investors. Wider availability and increased awareness of SPVM could lead to greater adoption and asset growth. The timeline for this expansion depends on Invesco's strategic priorities and marketing initiatives.
- Development of complementary products: Invesco could develop additional ETFs that complement SPVM, such as ETFs focusing on specific sectors or market segments within the value and momentum universe. A suite of related products could attract a broader range of investors and provide more comprehensive portfolio solutions. The timeline for product development depends on market demand and Invesco's research and development efforts.
- Integration with robo-advisory platforms: SPVM could be integrated into robo-advisory platforms, which provide automated investment management services to individual investors. Robo-advisors often utilize ETFs as building blocks for their portfolios, and SPVM's factor-based approach could be attractive to these platforms. The timeline for integration depends on partnerships between Invesco and robo-advisory firms.
What Opportunities Does SPVM Have?
- Increased adoption of factor-based investing.
- Expansion of distribution channels.
- Development of complementary products.
- Integration with robo-advisory platforms.
What Threats Does SPVM Face?
- Competition from other factor-based ETFs.
- Changes in market conditions that favor other investment styles.
- Regulatory changes impacting the ETF industry.
- Economic downturns.
What Are SPVM's Competitive Advantages?
- Established brand recognition of Invesco as a leading ETF provider.
- Proprietary index methodology for selecting value and momentum stocks.
- Scale and liquidity benefits from managing a large ETF.
What Does SPVM Do?
The Invesco S&P 500 Value with Momentum ETF (SPVM) is designed to provide investors with exposure to a specific segment of the U.S. equity market. SPVM focuses on stocks within the S&P 500 Index that exhibit both value and momentum characteristics. The fund operates by investing at least 90% of its total assets in the securities that comprise its underlying index. This index is meticulously compiled, maintained, and calculated by an independent index provider, adhering to strict guidelines and procedures. The index aims to measure the performance of 100 stocks from the S&P 500 that demonstrate relatively high scores in both value and momentum factors. By targeting these specific characteristics, SPVM seeks to capture potential outperformance relative to the broader market. The fund's investment strategy is passively managed, meaning it seeks to replicate the performance of its underlying index rather than actively selecting individual securities. This approach offers investors a transparent and cost-effective way to access a portfolio of value and momentum stocks.
What Products and Services Does SPVM Offer?
- Invests primarily in securities within the S&P 500 Index.
- Selects stocks based on value and momentum scores.
- Aims to replicate the performance of the underlying index.
- Provides exposure to large-cap U.S. equities.
- Offers a passively managed investment strategy.
- Targets stocks with high value characteristics.
- Targets stocks with high momentum characteristics.
How Does SPVM Make Money?
- Tracks an index of S&P 500 stocks with high value and momentum scores.
- Generates revenue through management fees charged to investors.
- Operates as a passively managed ETF, minimizing active trading costs.
What Industry Does SPVM Operate In?
SPVM operates within the broader exchange-traded fund (ETF) market, specifically targeting the factor-based investing segment. Factor-based ETFs have gained popularity as investors seek to enhance returns or manage risk by focusing on specific investment attributes such as value, momentum, quality, or low volatility. The competitive landscape includes numerous ETFs that track the S&P 500 or employ similar factor-based strategies. SPVM differentiates itself by combining both value and momentum factors within the large-cap U.S. equity market. The growth of factor-based investing is driven by increasing sophistication among investors and the availability of data and analytics to support factor selection.
Who Are SPVM's Key Customers?
- Individual investors seeking exposure to value and momentum factors.
- Financial advisors using ETFs in client portfolios.
- Institutional investors seeking factor-based investment strategies.
SPVM Valuation & Market Position
Relative to its peer group, SPVM's quantitative score of 49/100 is roughly in line with the peer average of 45/100.
SPVM Financials
Bull Case vs Bear Case
Bull Case
- Exposure to value and momentum factors.
- Passively managed, low-cost structure.
- Transparent index methodology.
- Part of the well-known Invesco ETF family.
Bear Case
- Performance dependent on the success of value and momentum strategies.
- No dividend yield.
- Potential for tracking error relative to the underlying index.
- Vulnerable to market fluctuations.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
SPVM Latest News
No recent news available for SPVM.
SPVM Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SPVM.
Price Targets
Wall Street price target analysis for SPVM.
SPVM MoonshotScore
What does this score mean?
The MoonshotScore rates SPVM's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Classification
Industry UnknownLatest Invesco S&P 500 Value with Momentum ETF Analysis
SPVM Unknown Stock FAQ
What does Invesco S&P 500 Value with Momentum ETF do?
The Invesco S&P 500 Value with Momentum ETF (SPVM) is an exchange-traded fund designed to track the performance of an index composed of 100 stocks from the S&P 500 that exhibit both value and momentum characteristics. The fund invests at least 90% of its total assets in these securities, selected based on a rules-based methodology. SPVM provides investors with a targeted exposure to large-cap U.S. equities, seeking to capture potential outperformance through factor-based investing.
What are the main risks for SPVM?
The primary risk for SPVM is the potential underperformance of value and momentum factors relative to the broader market. Factor-based strategies can experience cyclical patterns, with periods of outperformance followed by periods of underperformance. Additionally, SPVM faces competition from other factor-based ETFs, which could impact its asset growth. Market volatility and changes in the underlying index methodology also pose risks to the fund's performance. Investors should carefully consider these risks before investing in SPVM.
What are the key factors to evaluate for SPVM?
Invesco S&P 500 Value with Momentum ETF (SPVM) holds an AI score of 49/100 (low). Not financial advice.
How frequently does SPVM data refresh on this page?
SPVM prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven SPVM's recent stock price performance?
Invesco S&P 500 Value with Momentum ETF (SPVM) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Exposure to value and momentum factors. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SPVM overvalued or undervalued right now?
Valuing Invesco S&P 500 Value with Momentum ETF (SPVM) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying SPVM?
Before investing in Invesco S&P 500 Value with Momentum ETF (SPVM), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding SPVM to a portfolio?
Key strength of Invesco S&P 500 Value with Momentum ETF (SPVM): Exposure to value and momentum factors. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for SPVM, limiting the depth of available insights.
- Sector and industry classifications are unknown, hindering comparative analysis.