EQWM
+0.00 · +0.00%
$49.71 · NYSE ARCA

Invesco S&P MidCap Quality ETF (EQWM) ETF Analysis | Mid-Cap Blend

Invesco · United States
AUM:$5.4B
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 9.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.25% — competitive for the exposure provided.

What is EQWM?

The investment seeks to track the investment results (before fees and expenses) of the S&P MidCap 400 Quality Index (the underlying index). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
EQWM returned 9.8% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.25% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 29.0% of the ETF — exposure spread across many positions.
ETF Information
AUM$5.4B
Expense Ratio0.25%
Dividend Yield1.19%
Holdings50
Inception DateDec 2006
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta1.08
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

How would EQWM affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+2.5%
1Y
+19.7%
3Y
+56.4%
5Y
+51.1%
OpenBook InsightIf you had invested £10,000 in EQWM 5 years ago, it would have grown to £15,109 — a gain of £5,109.

Annual Returns

Calendar year performance

EQWM delivered positive returns in 4 of the last 5 calendar years.
YearEQWM
2026 YTD+2.7%
2025+4.8%
2024+17.1%
2023+30.7%
2022-12.7%
CAGR 4yr+8.8%
4/5 positive yearsAvg return: +8.5%Worst year: -12.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
100%
Positive
Volatility
19.5%
Low
Momentum
-2.0%
30-day change
Support Level
100.04
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.