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PXMV
+0.00 · +0.00%
$32.13 · NYSE ARCA

Invesco S&P MidCap Value with Momentum ETF (PXMV) ETF Analysis | Small Value

Invesco · United States
AUM:$420.0M
#– of – in Small Value 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 22.5% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.39% — moderate cost. Consider how fees compound over long holding periods.

What is PXMV?

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

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
PXMV delivered 22.5% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.39%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 20.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$420.0M
Expense Ratio0.39%
Dividend Yield2.50%
Holdings50
Inception DateMar 2005
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta0.90
CategorySmall Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.4%
1Y
+31.9%
3Y
+67.1%
5Y
+64.1%
OpenBook InsightIf you had invested £10,000 in PXMV 5 years ago, it would have grown to £16,411 — a gain of £6,411.

Annual Returns

Calendar year performance

PXMV delivered positive returns in 4 of the last 5 calendar years.
YearPXMV
2026 YTD+9.8%
2025+19.5%
2024+12.0%
2023+18.0%
2022-8.8%
CAGR 4yr+9.6%
4/5 positive yearsAvg return: +10.1%Worst year: -8.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
15.1%
Low
Momentum
+11.0%
30-day change
Support Level
65.72
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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