XMVM vs. IBAT ETF Comparison
Comparison of Invesco S&P MidCap Value with Momentum ETF (XMVM) to iShares Energy Storage & Materials ETF (IBAT)
XMVM
Invesco S&P MidCap Value with Momentum ETF
XMVM Description
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. 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 80 stocks in the S&P MidCap 400® that have the highest “value” and “momentum” scores.
Grade (RS Rating)
Last Trade
$53.46
Average Daily Volume
22,182
77
IBAT
iShares Energy Storage & Materials ETF
IBAT Description
The index measures the performance of equity securities of companies involved in energy storage solutions aiming to support the transition to a low carbon economy, including hydrogen, fuel cells, and batteries as determined by STOXX Ltd. The fund generally will invest at least 90% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$24.83
Average Daily Volume
632
18
Performance
| Period | XMVM | IBAT |
|---|---|---|
| 30 Days | 6.27% | 6.23% |
| 60 Days | 0.88% | -3.31% |
| 90 Days | 9.22% | |
| 12 Months | 29.23% |
1 Overlapping Holdings
| Symbol | Grade | Weight in XMVM | Weight in IBAT | Overlap | |
|---|---|---|---|---|---|
| ENS | B | 0.77% | 2.15% | 0.77% |
XMVM Overweight 76 Positions Relative to IBAT
| Symbol | Grade | Weight | |
|---|---|---|---|
| PBF | F | 2.99% | |
| AVT | A | 2.7% | |
| DINO | D | 2.33% | |
| AN | B | 2.28% | |
| SNX | A | 2.28% | |
| ARW | B | 2.26% | |
| TMHC | B | 2.15% | |
| CNX | C | 1.99% | |
| LAD | D | 1.95% | |
| KBH | B | 1.9% | |
| TOL | B | 1.89% | |
| SWN | C | 1.88% | |
| THC | A | 1.86% | |
| X | D | 1.85% | |
| UNM | B | 1.84% | |
| CMC | B | 1.79% | |
| MDU | A | 1.54% | |
| R | A | 1.53% | |
| RGA | A | 1.52% | |
| AMG | D | 1.51% | |
| PFGC | D | 1.48% | |
| USFD | B | 1.46% | |
| PAG | B | 1.4% | |
| ADNT | F | 1.38% | |
| PPC | A | 1.37% | |
| TEX | C | 1.37% | |
| ARMK | B | 1.36% | |
| MTG | B | 1.35% | |
| JEF | A | 1.34% | |
| GT | D | 1.32% | |
| TCBI | B | 1.32% | |
| CIVI | B | 1.31% | |
| CHRD | B | 1.28% | |
| JHG | A | 1.27% | |
| CLF | D | 1.27% | |
| ESNT | C | 1.21% | |
| LEA | D | 1.2% | |
| AGCO | D | 1.18% | |
| RRC | C | 1.16% | |
| OSK | C | 1.15% | |
| THO | D | 1.15% | |
| RNR | D | 1.14% | |
| KD | A | 1.12% | |
| PR | C | 1.12% | |
| VSH | C | 1.1% | |
| ORI | A | 1.08% | |
| KEX | A | 1.08% | |
| SF | A | 1.07% | |
| BDC | B | 1.05% | |
| MUR | D | 1.04% | |
| PVH | D | 1.03% | |
| GEF | D | 1.03% | |
| VVV | D | 1.02% | |
| MUSA | A | 0.99% | |
| INGR | A | 0.97% | |
| WLK | B | 0.96% | |
| OC | A | 0.95% | |
| TKR | B | 0.94% | |
| MTDR | D | 0.94% | |
| ALE | B | 0.93% | |
| FLR | D | 0.88% | |
| AMKR | B | 0.87% | |
| RS | D | 0.86% | |
| NWE | B | 0.83% | |
| UFPI | B | 0.83% | |
| BERY | C | 0.81% | |
| BC | D | 0.78% | |
| VOYA | B | 0.77% | |
| WERN | D | 0.77% | |
| CNO | A | 0.74% | |
| SAIC | B | 0.72% | |
| FAF | D | 0.71% | |
| KNX | D | 0.7% | |
| CRI | F | 0.68% | |
| HELE | D | 0.68% | |
| NYCB | D | 0.63% |
XMVM: Top Represented Industries & Keywords
IBAT: Top Represented Industries & Keywords
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