XMHQ
+3.74 · +3.63%
$106.79 · NYSE ARCA

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

Invesco · USA
AUM:$5.3B
#– 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 13.6% over the past year, showing positive momentum.

Cost Efficiency

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

What is XMHQ?

The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is composed of a subset of securities from the S&P MidCap 400® Index that the index provider has determined to have high "quality".

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
XMHQ returned 13.6% 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 29.3% of the ETF — exposure spread across many positions.
ETF Information
AUM$5.3B
Expense Ratio0.25%
Dividend Yield0.62%
Holdings50
Inception DateDec 2006
Domicile–
Distribution–
Index–
ProviderInvesco
Beta1.15
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

How would XMHQ 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
+9.1%
1Y
+12.9%
3Y
+50.1%
5Y
+62.1%
OpenBook InsightIf you had invested £10,000 in XMHQ 5 years ago, it would have grown to £16,205 — a gain of £6,205.

Annual Returns

Calendar year performance

XMHQ delivered positive returns in 4 of the last 5 calendar years.
YearXMHQ
2026 YTD+13.8%
2025+4.8%
2024+17.1%
2023+30.7%
2022-12.6%
CAGR 4yr+8.8%
4/5 positive yearsAvg return: +10.7%Worst year: -12.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
11.4%
Low
Momentum
+5.4%
30-day change
Support Level
116.22
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.