XMHQ ETF Analysis: S&P MidCap Quality | NYSE

Mid-Cap Blend | NYSE, USA | Market Cap: 5.443m USD | 12M Return: 9.6% | US46137V4721 | Charts, Fundamentals & Technical Analysis

Mid Cap Stocks, Quality Equities, US Markets, Index Tracking
Total Rating 52
Safety 63
Buy Signal 0.12
Mid-Cap Blend
Category Rotation: +2.1
TER: 0.25%
AUM: 5.44B
Avg Turnover: 17.6M
Risk 3d forecast
Volatility15.9%
VaR 5th Pctl2.77%
VaR vs Median-3.18%
Reward TTM
Sharpe Ratio0.40
Rel. Str. IBD49.6
Rel. Str. Peer Group50
Character TTM
Beta0.897
Beta Downside0.935
Hurst Exponent0.412
Drawdowns 3y
Max DD24.56%
CAGR/Max DD0.59
CAGR/Mean DD3.06

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.7 years of data

Jan +0.6% 20
Feb +0.5% 17
Mar -0.3% 8
Apr +0.5% 8
May +0.5% 8
Jun +0.2% 26
Jul +1.9% 35
Aug -0.1% 17
Sep -1.7% 41
Oct -1.9% 37
Nov +4.1% 30
Dec +0.2% 11

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: XMHQ S&P MidCap Quality

The Invesco S&P MidCap Quality ETF (XMHQ) is a passively managed exchange-traded fund that seeks to track the performance of a specific S&P quality index. Under normal circumstances, the fund invests at least 90% of its total assets in the securities that make up this underlying index. The index is constructed by selecting a subset of stocks from the S&P MidCap 400® Index, which represents U.S. mid-capitalization companies, and filtering for those that the index provider classifies as having high quality characteristics.

As an index-tracking ETF, XMHQ follows a passive investment model, meaning portfolio composition is determined by the index providers rules rather than active stock selection. The S&P MidCap 400 is a well-established U.S. equity benchmark covering the mid-cap segment of the market. The fund launched in December 2006 and is listed on the NYSE.

Headlines to Watch Out For
  • Mid-cap quality factor attracts inflows amid growth stock volatility
  • AUM expansion lifts fee-based revenue for XMHQ
  • Factor ETF fee war compresses expense ratios industry-wide
What is the price of XMHQ shares?

As of September 27, 2026, the stock is trading at USD 112.84 with a total of 150,514 shares traded. Over the past week, the price has changed by -1.19%, over one month by -4.70%, over three months by +1.64% and over the past year by +9.55%.

Current recommended Stop Loss: 111.30 (which is 1.4% or 1.3 ATR below the current price).

Is XMHQ a buy, sell or hold?

S&P MidCap Quality has no consensus analysts rating.