PXSV
+0.00 · +0.00%
$28.96 · NYSE MKT

Invesco S&P SmallCap Value with Momentum ETF (PXSV) ETF Analysis | Small Value

Invesco · United States
AUM:$585.4M
#– 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 17.9% over the past year, showing positive momentum.

Cost Efficiency

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

What is PXSV?

The investment seeks to track the investment results (before fees and expenses) of the S&P SmallCap 600 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
PXSV delivered 17.9% 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 14.1% of the ETF — exposure spread across many positions.
ETF Information
AUM$585.4M
Expense Ratio0.39%
Dividend Yield1.90%
Holdings50
Inception DateMar 2005
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta1.09
CategorySmall Value
CurrencyUSD
Portfolio Impact

How would PXSV 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
+16.6%
1Y
+36.9%
3Y
+56.4%
5Y
+41.5%
OpenBook InsightIf you had invested £10,000 in PXSV 5 years ago, it would have grown to £14,154 — a gain of £4,154.

Annual Returns

Calendar year performance

PXSV delivered positive returns in 4 of the last 5 calendar years.
YearPXSV
2026 YTD+19.5%
2025+8.5%
2024+2.7%
2023+21.4%
2022-14.9%
CAGR 4yr+3.5%
4/5 positive yearsAvg return: +7.4%Worst year: -14.9% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
21.0%
Moderate
Momentum
+17.7%
30-day change
Support Level
61.08
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Momentum is upward with a 17.7% move over 30 days.
  • Monitor key support and resistance levels as part of broader risk assessment.