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PXMVInvesco S&P MidCap Value with Momentum ETF

Grow my money#1009 of 2944 for Grow my money

Seeks to track the investment results of the S&P MidCap 400 High Momentum Value Index.

Invesco · Since 2005 (21 years)

Annual Cost

0.39%

#1767 out of 5,332 ETFs

Fund Size

$51M

#3334 out of 5,332 ETFs

Dividend Yield

2.50%

Track Record

21 years

#228 out of 5,332 ETFs

Performance

1 Year

+38.2%

3 Years

+21.0%

5 Years

+10.1%

What's inside

Asset class
Strategy
index tracking
Cap
mid
Factor
multifactor

Asset allocation

Stocks
99.8%

Sector breakdown

Industrials
23.8%
Financial Services
20.8%
Consumer Cyclical
17.1%
Technology
11.6%
Energy
10.8%
Basic Materials
4.8%
Healthcare
4.7%
Real Estate
4.1%
Other
2.3%

Top holdings

Genworth Financial IncGNW3.5%
PBF Energy Inc Class APBF2.7%
Chesapeake Energy CorpCHK2.5%
Arrow Electronics IncARW2.3%
Tech Data CorpTECD2.2%
AutoNation IncAN2.2%
World Fuel Services CorpINT2.1%
Southwestern Energy CoSWN2.1%
Dillard's Inc Class ADDS2.1%
Synnex CorpSNX2.0%

Risk profile

Volatility (1Y)

16.2%

Moderate

Max drawdown

-45.1%

Worst peak-to-trough loss

Sharpe (3Y)

0.91

Decent risk-adjusted returns

Sortino (3Y)

1.38

Good downside protection

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Data updated on 2026-05-05