Invesco S&P SmallCap Materials ETF chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share N/A
Dividend & YieldN/A$ (N/A)
Beta N/A
Market capitalization N/A
Operating cash flow N/A
ESG Scores unknown

Company description

Sector: N/A - Industry: N/A


Insider Transactions

Here are the insider transactions of stock shares related to Invesco S&P SmallCap Materials ETF:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Invesco S&P SmallCap Materials ETF. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Invesco S&P SmallCap Materials ETF

Here is the result of two systematic investment strategies applied to Invesco S&P SmallCap Materials ETF. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Invesco S&P SmallCap Materials ETF

The following chart shows the equity curve of the two systematic investment strategies applied to Invesco S&P SmallCap Materials ETF:

Invesco S&P SmallCap Materials ETF automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 30.04% on the backtest period.

Performance at glance

Performance

30.04 %

Latent gain

691.16 $

Invested capital

2300.86 $

Annualized return

7.26 %
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Momentum strategy results on Invesco S&P SmallCap Materials ETF

This is the result of two momentum investment strategies applied to Invesco S&P SmallCap Materials ETF. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Invesco S&P SmallCap Materials ETF

The following chart shows all the entries opened by the momentum investment system on Invesco S&P SmallCap Materials ETF:

Invesco S&P SmallCap Materials ETF momentum entries
  • The first momentum investment strategy would give 32.85% of return on Invesco S&P SmallCap Materials ETF. That represents 1920.45$ of latent gain with 5846.07$ of employed capital.
  • The second momentum investment strategy would give 33.89% of return on Invesco S&P SmallCap Materials ETF. That represents 1224.71$ of latent gain with 3613.45$ of employed capital.
Performance at glance (1Q Momentum)

Performance

32.85 %

Latent gain

1920.45 $

Invested capital

5846.07 $

Annualized return

1.48 %
Performance at glance (2Q Momentum)

Performance

33.89 %

Latent gain

1224.71 $

Invested capital

3613.45 $

Annualized return

9.26 %

Momentum equity curve on Invesco S&P SmallCap Materials ETF

The following chart shows the equity curve of the two momentum strategies applied to Invesco S&P SmallCap Materials ETF:

Invesco S&P SmallCap Materials ETF momentum equity

Note: the dividends potentially given by Invesco S&P SmallCap Materials ETF are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Invesco S&P SmallCap Materials ETF

The following chart shows the employed capital evolution of the two momentum strategies on Invesco S&P SmallCap Materials ETF since the beginning:

Invesco S&P SmallCap Materials ETF

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Buy the dip strategy result on Invesco S&P SmallCap Materials ETF

Buy the dip entry openings on Invesco S&P SmallCap Materials ETF

Invesco S&P SmallCap Materials ETF

The performance achieved by the robo-advisor on Invesco S&P SmallCap Materials ETF is 3.16%. That represents 15.6$ of latent gain with 493.68$ of employed capital. The following chart shows Invesco S&P SmallCap Materials ETF stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Invesco S&P SmallCap Materials ETF, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

3.16 %

Latent gain

15.6 $

Invested capital

493.68 $

Annualized return

1.48 %

Equity curve of the strategy applied to Invesco S&P SmallCap Materials ETF

The following chart shows the result of the investment strategy applied to Invesco S&P SmallCap Materials ETF:

Invesco S&P SmallCap Materials ETF

Note: the dividends potentially given by Invesco S&P SmallCap Materials ETF are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Invesco S&P SmallCap Materials ETF

The following chart shows the employed capital evolution since the beginning of the investment strategy on Invesco S&P SmallCap Materials ETF:

Invesco S&P SmallCap Materials ETF

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Invesco S&P SmallCap Materials ETF

In this section, I will compare the three previous investment strategies applied to Invesco S&P SmallCap Materials ETF.

Equity curve comparison on Invesco S&P SmallCap Materials ETF

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Invesco S&P SmallCap Materials ETF investment strategy comparison

Employed capital comparison on Invesco S&P SmallCap Materials ETF

Invesco S&P SmallCap Materials ETF investment comparison

Performance comparison on Invesco S&P SmallCap Materials ETF

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 30.04% 691.16$ 2300.86$ 7.26%
Momentum 1 quarter 32.85% 1920.45$ 5846.07$ 8.42%
Momentum 2 quarters 33.89% 1224.71$ 3613.45$ 9.26%
Non-directional 3.16% 15.6$ 493.68$ 1.48%
Annualized return comparison

Automatic investment

7.26 %

Momentum 1Q

9.26 %

Momentum 2Q

9.26 %

Non-directional

1.48 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Invesco S&P SmallCap Materials ETF:

Positive correlations

Most correlated stocks this year

  • Mueller Industries Inc
  • Invesco S&P SmallCap Materials ETF

  • Most correlated stocks last 3 months

  • Stanley Black & Decker Inc - Unit
  • Forrester Research Inc
  • First Bancorp Inc (ME)
  • WYNNSTAY GROUP PLC ORD 25P
  • L.B. Foster Co. - Class A
  • Diamond Hill Investment Group Inc - Class A
  • Resolute Forest Products Inc
  • Universal Insurance Holdings Inc
  • Tupperware Brands Corporation
  • WestRock Company
  • Standard Motor Products Inc
  • Arrow Financial Corp
  • Luther Burbank Corp
  • Insteel Industries Inc
  • Matthews International Corp - Class A
  • Stanley Black & Decker Inc
  • First Foundation Inc
  • Verizon Communications Inc
  • Freeport-McMoRan Inc
  • Crocs Inc
  • Oppenheimer Holdings Inc - Class A
  • Topgolf Callaway Brands Corp
  • Core Laboratories N.V.
  • Global X SuperDividend ETF
  • Universal Stainless & Alloy Products Inc
  • Snap-on Inc
  • INVESCO INTERNATIONAL BUYBACK ACHIEVERS ETF
  • UMH Properties Inc
  • IShares MSCI Emerging Markets ex China ETF
  • Capri Holdings Ltd
  • Hasbro Inc
  • iShares MSCI Ireland ETF
  • Franklin Electric Co. Inc
  • Universal Corp
  • Curtiss-Wright Corp
  • WEIR GROUP PLC ORD 12.5P
  • Lincoln Electric Holdings Inc
  • Autoliv Inc
  • LyondellBasell Industries NV - Class A
  • Emerson Electric Company
  • JELD-WEN Holding Inc
  • Encore Wire Corp
  • DXP Enterprises Inc
  • First Bancorp PR
  • Forward Air Corp
  • Mosaic Company
  • Mueller Industries Inc
  • Invesco S&P SmallCap Materials ETF
  • Invesco S&P 500 Equal Weight Materials ETF
  • Invesco S&P SmallCap 600 Pure Value ETF
  • Scansource Inc
  • ITT Inc
  • Robert Half International Inc
  • Avient Corp
  • Whirlpool Corp
  • J.B. Hunt Transport Services Inc
  • MACOM Technology Solutions Holdings Inc
  • Paccar Inc
  • TE Connectivity Ltd
  • Donaldson Co. Inc
  • Oxford Industries Inc
  • Sensient Technologies Corp
  • Sierra Bancorp
  • Trico Bancshares
  • O-I Glass Inc
  • Ingevity Corp
  • Invesco S&P SmallCap Information Technology ETF
  • Kaman Corp
  • PPG Industries Inc
  • Flowserve Corp
  • VICTORYSHARES INTERNATIONAL HIGH DIV VOLATILITY WT
  • First Trust RiverFront Dynamic Developed Internati
  • Vanguard International High Dividend Yield ETF
  • VICTORYSHARES INTERNATIONAL VOLATILITY WTD ETF
  • Schwab International Equity ETF
  • SPDR Portfolio Developed World ex-US ETF
  • Crane Holdings Company
  • AGCO Corp
  • Marriott International Inc - Class A
  • Sonoco Products Company
  • iShares Trust iShares ESG Aware MSCI EAFE ETF
  • Vishay Precision Group Inc
  • Barrett Business Services Inc
  • Summit Materials Inc - Class A
  • Clearfield Inc
  • Minerals Technologies Inc
  • American Vanguard Corp
  • Trimas Corporation
  • Innospec Inc
  • Myers Industries Inc
  • Acuity Brands Inc
  • Miller Industries Inc
  • Canadian National Railway Company
  • Hibbett Inc
  • Fortive Corp
  • Genpact Ltd
  • Arlo Technologies Inc
  • ISHARES INDIA 50 ETF
  • Woori Financial Group Inc
  • Shinhan Financial Group Co. Ltd
  • DZS Inc
  • iMedia Brands Inc - Class A
  • Rush Enterprises Inc - Class A
  • Rush Enterprises Inc - Class B
  • JAGUAR MINING INC
  • H.B. Fuller Company
  • CRH Plc
  • H&E Equipment Services Inc
  • Fabrinet
  • Gap Inc
  • Invesco RAFI Strategic Developed ex-US ETF
  • Rigel Pharmaceuticals
  • Pediatrix Medical Group Inc
  • Liberty TripAdvisor Holdings Inc - Series A
  • Almaden Minerals Ltd
  • Equitrans Midstream Corporation
  • Graham Holdings Co. - Class B
  • POSCO Holdings Inc
  • Valvoline Inc
  • Deere & Company
  • Radware
  • CGI Inc - Class A
  • Titan Machinery Inc
  • Maximus Inc
  • 3M Company
  • Leggett & Platt Inc
  • Union Pacific Corp
  • Armada Hoffler Properties Inc
  • Cactus Inc - Class A
  • Hudbay Minerals Inc
  • Mettler-Toledo International Inc

  • Negative correlation

    Most negatively correlated stocks this year


    Most negatively correlated stocks last 3 months


    Note: The algorithm computes the probability of correlation between Invesco S&P SmallCap Materials ETF and the other stocks. There may be false positives or some missing correlated stocks. If the price of Invesco S&P SmallCap Materials ETF does not vary for 36 weeks, the correlation calculation result will be wrong.


    Company information

    Company name Invesco S&P SmallCap Materials ETF
    Country
    City
    Address
    Phone
    Website
    FullTime employees
    Industry
    Sector
    Exchange XNAS
    Ticker PSCM
    Market www.nasdaq.com

    Invesco S&P SmallCap Materials ETF ESG Scores

    Environment scores

    Environment ESG Factors Scores
    Environment Score 0
    Peer Environment Performance unknown
    Environment Percentile unknown
    Palm Oil unknown
    Nuclear unknown
    Fur Leather unknown
    GMO unknown
    Coal unknown
    Pesticides unknown
    Animal Testing unknown

    Social scores

    Social ESG Factors Scores
    Social Score 0
    Peer Social Performance unknown
    Social Percentile unknown
    Highest Controversy unknown
    Peer Highest Controversy Performance unknown
    Adult unknown
    Gambling unknown
    Alcoholic unknown
    Tobacco unknown
    Catholic unknown
    Controversial Weapons unknown
    Small Arms unknown
    Military Contract unknown
    Peer Count unknown

    Related Controversy:


    Governance scores

    Governance ESG Factors Scores
    Governance Score 0
    Peer Governance Performance unknown
    Governance Percentile unknown

    ESG at glance
    Total ESG Scores: unknown
    Environment Score: 0
    Social Score: 0
    Governance Score: 0

    ESG Performance: unknown

    Peer Group: unknown

    Peer Esg Score Performance: unknown

    Rating Year: unknown

    Rating Month: unknown

    Max Age: unknown

    Percentile: unknown