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Morningstar

Invesco S&P SmallCap Quality ETF XSHQ

Morningstar Medalist Rating
Medalist Rating as of | See Invesco Investment Hub

Morningstar’s Analysis XSHQ

Will XSHQ outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable XSHQ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XSHQ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of XSHQ’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Invesco S&P SmallCap Quality ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XSHQ

More XSHQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mueller Industries Inc

2.72 4.0 Mil
Industrials

SM Energy Co

2.36 3.5 Mil
Energy

Badger Meter Inc

2.21 3.3 Mil
Technology

Installed Building Products Inc

2.16 3.2 Mil
Consumer Cyclical

Artisan Partners Asset Management Inc Class A

2.10 3.1 Mil
Financial Services

AAON Inc

2.00 3.0 Mil
Industrials

Alpha Metallurgical Resources Inc

1.98 2.9 Mil
Basic Materials

Asbury Automotive Group Inc

1.94 2.9 Mil
Consumer Cyclical

Encore Wire Corp

1.71 2.5 Mil
Industrials

Academy Sports and Outdoors Inc Ordinary Shares

1.71 2.5 Mil
Consumer Cyclical