SPVM vs. IQSM ETF Comparison
Comparison of Invesco S&P 500 Value with Momentum ETF (SPVM) to IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM)
SPVM
Invesco S&P 500 Value with Momentum ETF
SPVM Description
The investment seeks to track the investment results (before fees and expenses) of the S&P 500 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. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 100 stocks in the S&P 500® that have the highest value and momentum scores.
Grade (RS Rating)
Last Trade
$62.54
Average Daily Volume
1,261
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
IQSM
IQ Candriam ESG U.S. Mid Cap Equity ETF
IQSM Description
IQ Candriam ESG U.S. Mid Cap Equity ETF is an exchange traded fund launched by New York Life Investment Management LLC. The fund is managed by IndexIQ Advisors LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of mid-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the IQ Candriam ESG U.S. Mid Cap Equity Index, by using full replication technique. IQ Candriam ESG U.S. Mid Cap Equity ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$34.29
Average Daily Volume
13,747
Number of Holdings
*
214
* may have additional holdings in another (foreign) market
Performance
| Period | SPVM | IQSM |
|---|---|---|
| 30 Days | 6.18% | 4.29% |
| 60 Days | 7.47% | 5.32% |
| 90 Days | 8.80% | 6.64% |
| 12 Months | 29.90% | 27.71% |
SPVM Overweight 94 Positions Relative to IQSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| GM | B | 2.4% | |
| SYF | B | 1.84% | |
| MTB | A | 1.74% | |
| DAL | C | 1.71% | |
| COF | B | 1.6% | |
| CINF | A | 1.57% | |
| VLO | C | 1.55% | |
| BG | F | 1.49% | |
| KR | B | 1.44% | |
| L | A | 1.4% | |
| STT | A | 1.38% | |
| HBAN | A | 1.37% | |
| PSX | C | 1.35% | |
| HPE | B | 1.33% | |
| MPC | D | 1.31% | |
| JBL | B | 1.23% | |
| BK | A | 1.19% | |
| WFC | A | 1.19% | |
| USB | A | 1.18% | |
| PNC | B | 1.18% | |
| STLD | B | 1.16% | |
| AIG | B | 1.16% | |
| FITB | A | 1.15% | |
| C | A | 1.15% | |
| FDX | B | 1.12% | |
| BBY | D | 1.12% | |
| DHI | D | 1.11% | |
| LEN | D | 1.09% | |
| PRU | A | 1.08% | |
| NRG | B | 1.08% | |
| HIG | B | 1.07% | |
| BAC | A | 1.07% | |
| AFL | B | 1.06% | |
| PHM | D | 1.06% | |
| VTRS | A | 1.05% | |
| EMR | A | 1.04% | |
| KMI | A | 1.03% | |
| TRV | B | 1.02% | |
| BRK.A | B | 1.01% | |
| COR | B | 1.01% | |
| MET | A | 1.01% | |
| ACGL | D | 1.0% | |
| CAH | B | 0.98% | |
| CBRE | B | 0.98% | |
| BKR | B | 0.97% | |
| GS | A | 0.97% | |
| UHS | D | 0.96% | |
| MCK | B | 0.96% | |
| JPM | A | 0.96% | |
| NUE | C | 0.96% | |
| MOH | F | 0.94% | |
| MRO | B | 0.93% | |
| SW | A | 0.93% | |
| CI | F | 0.93% | |
| CB | C | 0.92% | |
| RJF | A | 0.92% | |
| BALL | D | 0.91% | |
| EOG | A | 0.9% | |
| ATO | A | 0.89% | |
| CCL | B | 0.87% | |
| VZ | C | 0.86% | |
| BLDR | D | 0.86% | |
| ALL | A | 0.85% | |
| IP | B | 0.84% | |
| XOM | B | 0.84% | |
| SNA | A | 0.83% | |
| OMC | C | 0.83% | |
| PCAR | B | 0.83% | |
| CTSH | B | 0.83% | |
| EMN | D | 0.82% | |
| WRB | A | 0.79% | |
| CMI | A | 0.77% | |
| EBAY | D | 0.77% | |
| LYB | F | 0.76% | |
| EQT | B | 0.75% | |
| OKE | A | 0.74% | |
| FANG | D | 0.72% | |
| WMT | A | 0.72% | |
| DGX | A | 0.71% | |
| HII | D | 0.71% | |
| TXT | D | 0.7% | |
| LH | C | 0.7% | |
| BXP | D | 0.69% | |
| COP | C | 0.67% | |
| DUK | C | 0.66% | |
| HAL | C | 0.64% | |
| SWK | D | 0.64% | |
| CTRA | B | 0.64% | |
| J | F | 0.64% | |
| PEG | A | 0.61% | |
| ELV | F | 0.6% | |
| DOW | F | 0.53% | |
| CE | F | 0.51% | |
| SWKS | F | 0.48% |
SPVM Underweight 209 Positions Relative to IQSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | C | -1.12% | |
| PKG | A | -1.0% | |
| YUMC | C | -0.86% | |
| PNR | A | -0.84% | |
| BURL | A | -0.84% | |
| NTNX | A | -0.83% | |
| RPM | A | -0.83% | |
| MANH | D | -0.82% | |
| MAS | D | -0.82% | |
| OC | A | -0.81% | |
| XPO | B | -0.81% | |
| GEN | B | -0.79% | |
| KIM | A | -0.78% | |
| DOCU | A | -0.77% | |
| TOL | B | -0.76% | |
| TWLO | A | -0.76% | |
| EQH | B | -0.75% | |
| UTHR | C | -0.75% | |
| FIX | A | -0.74% | |
| FLEX | A | -0.72% | |
| USFD | A | -0.72% | |
| GWRE | A | -0.72% | |
| RGA | A | -0.72% | |
| GGG | B | -0.71% | |
| ACM | A | -0.7% | |
| SAIA | B | -0.69% | |
| EWBC | A | -0.69% | |
| FFIV | B | -0.68% | |
| DT | C | -0.68% | |
| SFM | A | -0.68% | |
| POOL | C | -0.66% | |
| EPAM | C | -0.66% | |
| UDR | B | -0.65% | |
| UNM | A | -0.65% | |
| RNR | C | -0.64% | |
| TPR | B | -0.63% | |
| CHRW | C | -0.62% | |
| CPT | B | -0.61% | |
| ELS | C | -0.61% | |
| JLL | D | -0.6% | |
| ITT | A | -0.6% | |
| AMH | D | -0.6% | |
| JKHY | D | -0.6% | |
| REG | B | -0.59% | |
| NBIX | C | -0.59% | |
| KMX | B | -0.59% | |
| JNPR | F | -0.58% | |
| NVT | B | -0.58% | |
| FTI | A | -0.58% | |
| ALB | C | -0.57% | |
| WPC | D | -0.57% | |
| PAYC | B | -0.56% | |
| RRX | B | -0.55% | |
| SJM | D | -0.55% | |
| DAY | B | -0.55% | |
| BLD | D | -0.55% | |
| BJ | A | -0.55% | |
| Z | A | -0.55% | |
| LW | C | -0.55% | |
| DKS | C | -0.54% | |
| CG | A | -0.54% | |
| TECH | D | -0.54% | |
| INSM | C | -0.54% | |
| ATR | B | -0.54% | |
| SF | B | -0.54% | |
| NWSA | B | -0.53% | |
| IPG | D | -0.53% | |
| TTEK | F | -0.52% | |
| CTLT | B | -0.51% | |
| FND | C | -0.51% | |
| CUBE | D | -0.51% | |
| PRI | A | -0.5% | |
| WTRG | B | -0.5% | |
| CRL | C | -0.48% | |
| EHC | B | -0.48% | |
| LAD | A | -0.48% | |
| AYI | B | -0.48% | |
| OHI | C | -0.47% | |
| GL | B | -0.47% | |
| ALLY | C | -0.47% | |
| LKQ | D | -0.47% | |
| INGR | B | -0.47% | |
| MKTX | D | -0.47% | |
| WAL | B | -0.47% | |
| SRPT | D | -0.46% | |
| ARMK | B | -0.46% | |
| QGEN | D | -0.46% | |
| WCC | B | -0.46% | |
| PCVX | D | -0.46% | |
| GLOB | B | -0.46% | |
| DTM | B | -0.46% | |
| EXAS | D | -0.45% | |
| ORI | A | -0.45% | |
| BRBR | A | -0.45% | |
| FBIN | D | -0.45% | |
| FN | D | -0.44% | |
| DCI | B | -0.44% | |
| ROKU | D | -0.44% | |
| TFX | F | -0.43% | |
| PCTY | B | -0.43% | |
| REXR | F | -0.43% | |
| AXTA | A | -0.43% | |
| EXEL | B | -0.43% | |
| WMS | D | -0.42% | |
| SNX | C | -0.42% | |
| KNX | B | -0.42% | |
| AOS | F | -0.42% | |
| RVMD | C | -0.42% | |
| RL | B | -0.41% | |
| TTC | D | -0.41% | |
| ITCI | C | -0.41% | |
| PEN | B | -0.41% | |
| BRX | A | -0.41% | |
| GPK | C | -0.41% | |
| MTZ | B | -0.41% | |
| CHE | D | -0.4% | |
| FRT | B | -0.4% | |
| PLNT | A | -0.4% | |
| MOS | F | -0.4% | |
| X | C | -0.39% | |
| HAS | D | -0.39% | |
| HRB | D | -0.39% | |
| VOYA | B | -0.39% | |
| NYT | C | -0.39% | |
| ONTO | D | -0.38% | |
| WH | B | -0.37% | |
| TREX | C | -0.37% | |
| HSIC | B | -0.37% | |
| MEDP | D | -0.37% | |
| RHI | B | -0.37% | |
| ADC | B | -0.36% | |
| JAZZ | B | -0.36% | |
| ESTC | C | -0.36% | |
| KEX | C | -0.36% | |
| AA | B | -0.35% | |
| OLED | D | -0.35% | |
| RIVN | F | -0.35% | |
| APG | B | -0.35% | |
| G | B | -0.35% | |
| MHK | D | -0.35% | |
| RGEN | D | -0.35% | |
| ANF | C | -0.34% | |
| GNTX | C | -0.34% | |
| WEX | D | -0.34% | |
| GTLS | B | -0.34% | |
| ALV | C | -0.34% | |
| BPOP | B | -0.33% | |
| BEN | C | -0.33% | |
| H | B | -0.33% | |
| CMC | B | -0.33% | |
| FR | C | -0.33% | |
| AGNC | D | -0.33% | |
| RYAN | B | -0.33% | |
| LSCC | D | -0.33% | |
| CGNX | C | -0.33% | |
| GXO | B | -0.33% | |
| MKSI | C | -0.33% | |
| DINO | D | -0.32% | |
| AZEK | A | -0.32% | |
| LSTR | D | -0.32% | |
| PARA | C | -0.32% | |
| FCN | D | -0.32% | |
| HLNE | B | -0.32% | |
| HALO | F | -0.32% | |
| FAF | A | -0.31% | |
| CFLT | B | -0.31% | |
| DAR | C | -0.31% | |
| STAG | F | -0.31% | |
| MTN | C | -0.31% | |
| AXS | A | -0.31% | |
| ARW | D | -0.3% | |
| WBA | F | -0.3% | |
| ESI | A | -0.3% | |
| NOV | C | -0.3% | |
| MSA | D | -0.3% | |
| LFUS | F | -0.29% | |
| PVH | C | -0.28% | |
| AGCO | D | -0.28% | |
| SUM | B | -0.28% | |
| STWD | C | -0.28% | |
| CHX | C | -0.28% | |
| WFRD | D | -0.28% | |
| CROX | D | -0.28% | |
| SIGI | C | -0.28% | |
| ETSY | D | -0.28% | |
| BPMC | C | -0.28% | |
| VKTX | F | -0.27% | |
| ALTR | B | -0.27% | |
| WTS | B | -0.27% | |
| CLF | F | -0.26% | |
| LEA | D | -0.26% | |
| CRUS | D | -0.26% | |
| PATH | C | -0.26% | |
| POST | C | -0.25% | |
| AM | A | -0.24% | |
| TKR | D | -0.23% | |
| FIVE | F | -0.23% | |
| ST | F | -0.23% | |
| IBP | D | -0.23% | |
| DLB | B | -0.21% | |
| AN | C | -0.21% | |
| GAP | C | -0.21% | |
| ACHC | F | -0.17% | |
| ZG | A | -0.16% | |
| COTY | F | -0.13% | |
| CACC | D | -0.13% | |
| NWS | B | -0.11% | |
| LEVI | F | -0.08% | |
| LCID | F | -0.08% |
SPVM: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Insurance - Property & Casualty
Oil & Gas E&P
Insurance - Diversified
Banks - Global
Chemicals
Health Care Plans
Insurance - Life
Medical Distribution
Oil & Gas Refining & Marketing
Packaging & Containers
Residential Construction
Aerospace & Defense
Asset Management
Capital Markets
Credit Services
Diagnostics & Research
Diversified Industrials
Leisure
Medical Care
Keywords:
S&P 500
Insurance
Natural Gas
Bank
Insurance Products
Banking
Cash Management
Petroleum Industry
Disability
Investment Bank
Natural Gas Liquids
Asset Management Services
Casualty Insurance
Investment Management
Life Insurance
Commercial Banking
Crude Oil
Dow Jones Component
Financial Products
Investment Banking
IQSM: Top Represented Industries & Keywords
Industries:
Biotechnology
Software - Application
Diversified Industrials
Building Materials
Engineering & Construction
Software - Infrastructure
Business Services
Packaged Foods
REIT - Residential
REIT - Retail
Asset Management
Auto Parts
Diagnostics & Research
Leisure
Medical Care
Oil & Gas Equipment & Services
REIT - Industrial
Specialty Chemicals
Specialty Retail
Apparel Manufacturing
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