XMHQ - ETF AI Analysis
Top Page
Invesco S&P MidCap Quality ETF (XMHQ)
XMHQ, the Invesco S&P MidCap Quality ETF, earns a solid overall rating mainly because many of its largest holdings, such as TechnipFMC (FTI), Medpace (MEDP), United Therapeutics (UTHR), and NEXTracker (NXT), show strong financial performance, positive earnings outlooks, and generally supportive technical trends that point to healthy growth potential. However, some holdings like nVent Electric (NVT), Manhattan Associates (MANH), Curtiss-Wright (CW), and Carpenter Technology (CRS) face issues such as bearish or weak technical signals and possible overvaluation, which slightly weigh on the fund’s rating. The main risk factor is that several key positions show signs of being overvalued or technically stretched, which could make the ETF more sensitive to market pullbacks.
XMHQ vs. SPDR S&P 500 ETF (SPY)
- AUM
- 5.49B
- Region
- North America
- Expense Ratio
- 0.25%
- Beta
- 0.89
- Issuer
- Invesco
- Inception Date
- Dec 01, 2006
- Dividend Yield
- 0.57%
- Asset Class
- Equity
- Index Tracked
- S&P MidCap 400 Quality Index
XMHQ Summary
XMHQ is the Invesco S&P MidCap Quality ETF, which follows the S&P MidCap 400 Quality Index. It invests in medium‑sized U.S. companies that score well on measures of financial strength and business stability. The fund is spread across sectors like industrials, technology, health care, and finance, and holds names such as Illumina and United Therapeutics. Someone might consider XMHQ for long‑term growth and diversification, while focusing on companies that are generally higher quality than the average mid‑cap stock. A key risk is that mid‑cap stocks can be more volatile than large companies, so the ETF’s value can go up and down with the market.
How much will it cost me?
The Invesco S&P MidCap Quality ETF (XMHQ) has an expense ratio of 0.25%, meaning you’ll pay $2.50 per year for every $1,000 invested. This is slightly higher than average for passively managed ETFs because it tracks a specialized index focused on mid-cap companies with strong quality metrics. It’s designed to offer targeted exposure to financially healthy mid-cap stocks.
What would affect this ETF?
The Invesco S&P MidCap Quality ETF (XMHQ) could benefit from economic growth in the U.S., particularly in sectors like Industrials and Health Care, which make up a significant portion of its holdings. However, rising interest rates or economic slowdowns could negatively impact mid-cap companies, especially those in cyclical sectors like Consumer Cyclical and Financials. Regulatory changes or shifts in sector-specific trends could also influence the performance of its top holdings, such as Comfort Systems and Medpace Holdings.
XMHQ Top 10 Holdings
XMHQ leans heavily into U.S. industrial and health care names, with TechnipFMC and nVent Electric acting as key engines of performance thanks to their rising, quality-driven mid-cap profiles. Medpace and Exelixis add a strong health care tilt, with both stocks showing steady to rising momentum that helps smooth out bumps elsewhere. On the flip side, Manhattan Associates has been mixed—strong earlier but losing steam recently—while United Therapeutics and Curtiss-Wright have been lagging, slightly dragging on returns. Overall, it’s a U.S.-centric, quality-focused mid-cap story with an industrial backbone.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 FTI | TechnipFMC | 4.35% | $241.62M | $27.40B | 88.80% | 80Outperform |
 MEDP | Medpace Holdings | 3.69% | $205.15M | $17.37B | 14.33% | 79Outperform |
 MANH | Manhattan Associates | 3.71% | $206.12M | $13.58B | 16.42% | 75Outperform |
 EXEL | Exelixis | 3.58% | $199.04M | $15.53B | 86.42% | 78Outperform |
 NVT | nVent Electric | 2.91% | $161.46M | $22.91B | 39.46% | 76Outperform |
 UTHR | United Therapeutics | 2.96% | $164.30M | $23.76B | 28.01% | 79Outperform |
 CW | Curtiss-Wright | 2.40% | $133.41M | $18.36B | -11.76% | 74Outperform |
 DOCU | DocuSign | 2.35% | $130.84M | $14.33B | 13.58% | 71Outperform |
 CSL | Carlisle Companies | 2.26% | $125.74M | $13.12B | 3.18% | 70Outperform |
 RNR | Renaissancere Holdings | 2.16% | $120.16M | $14.61B | 42.51% | 78Outperform |
XMHQ Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XMHQ, the sentiment is Positive. The current price of 116.07 is above the 20-day moving average (MA) of 113.67, above the 50-day MA of 115.72, and above the 200-day MA of 110.29, indicating a bullish trend. The MACD of 0.04 indicates Negative momentum. The RSI at 58.01 is Neutral, neither overbought nor oversold. The STOCH value of 71.46 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XMHQ.
XMHQ Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| XMHQ | $116.07 | $128.00(10.28% Upside) | $5.49B | 0.25% | 74Outperform |
 FMDE | $41.51 | $49.02(18.08% Upside) | $8.41B | 0.23% | 69Neutral |
 XMMO | $140.52 | $185.73(32.17% Upside) | $6.82B | 0.34% | 71Outperform |
 JHMM | $73.05 | $88.03(20.50% Upside) | $5.91B | 0.41% | 70Neutral |
 DON | $56.26 | $64.61(14.83% Upside) | $3.86B | 0.38% | 70Neutral |
 IVOO | $123.77 | $154.22(24.60% Upside) | $3.77B | 0.07% | 70Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| XMHQ | Invesco S&P MidCap Quality ETF | 116.07 | 11.71 | 11.22% | |
| FMDE | Fidelity Enhanced Mid Cap ETF | 41.51 | 5.92 | 16.62% | |
| XMMO | Invesco S&P MidCap Momentum ETF | 140.52 | 5.95 | 4.42% | |
| JHMM | John Hancock Multifactor Mid Cap ETF | 73.05 | 8.62 | 13.37% | |
| DON | WisdomTree U.S. MidCap Dividend Fund | 56.26 | 5.85 | 11.61% | |
| IVOO | Vanguard S&P Mid-Cap 400 ETF | 123.77 | 14.16 | 12.92% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.