IMOM - ETF AI Analysis

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Alpha Architect International Quantitative Momentum ETF (IMOM)

Rating:63Neutral

Price Target:―

IMOM’s rating suggests it is a solid but not top-tier ETF, with its performance supported by several strong holdings that show good profitability, reasonable valuations, and positive momentum. Key contributors include companies like SCREEN Holdings and Tokyo Electron, which benefit from strong financial performance and supportive technical trends, while names such as Teva and Millicom add some risk due to financial challenges, high leverage, or valuation concerns. The main risk factor is that many top holdings share issues like leverage, cash flow pressures, or overbought technical signals, which could increase volatility for the fund.

Positive Factors

Strong Recent Performance

The ETF has shown solid gains so far this year and in recent months, indicating positive momentum in its strategy.

Global Diversification

Holdings spread across many countries, including Australia, Israel, Japan, and several European markets, help reduce reliance on any single economy.

Momentum in Top Holdings

Many of the largest positions have delivered strong year-to-date gains, which has supported the fund’s overall returns.

Negative Factors

Higher-Than-Plain-Vanilla Fees

The expense ratio is noticeably higher than many broad market index ETFs, which can slowly eat into long-term returns.

Concentrated Country Exposure

A large share of assets is focused in a few markets like Australia and Israel, increasing the impact if those countries face setbacks.

Sector Tilts Toward Cyclical Areas

Heavy exposure to sectors like Materials, Industrials, and Technology can make the fund more sensitive to economic slowdowns and market swings.

IMOM vs. SPDR S&P 500 ETF (SPY)

AUM161.68M

RegionDeveloped Markets

Expense Ratio0.38%

Beta0.95

IssuerAlpha Architect

Inception DateDec 23, 2015

Dividend Yield2.16%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume11,114

30 Day Avg. Volume16,920

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

49.95

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering51

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

IMOM Summary

IMOM is the Alpha Architect International Quantitative Momentum ETF, which follows a momentum theme rather than a traditional index. It picks international stocks that have been rising in price, aiming to ride those trends for potential growth. The fund holds companies from many countries, including Australia, Israel, Japan, and Europe, and spreads money across sectors like materials, industrials, and technology. Examples of holdings include Northern Star Resources and ASMPT. Someone might invest for international diversification and the chance to benefit from strong recent performers. A key risk is that momentum stocks can reverse quickly, so the price can go up and down sharply.

How much will it cost me?The Alpha Architect International Quantitative Momentum ETF (IMOM) has an expense ratio of 0.39%, which means you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than average because it uses an actively managed, quantitative strategy to select stocks based on momentum characteristics.

What would affect this ETF?IMOM's focus on developed markets outside North America and its momentum-driven strategy could benefit from global economic growth and increased industrial activity, especially given its high exposure to the Industrials and Financial sectors. However, risks include potential regulatory changes in international markets and economic slowdowns in key regions, which could negatively impact its top holdings in mining, telecommunications, and pharmaceuticals. Additionally, fluctuations in currency exchange rates may affect returns for U.S.-based investors.

IMOM Top 10 Holdings

IMOM is leaning hard into international momentum, with a noticeable tilt toward industrials, materials, and tech outside North America. Technoprobe and ASMPT are two of the fund’s main engines right now, both riding strong uptrends that give the portfolio a clear growth flavor. Tokyo Ohka Kogyo and Aurubis add steady support, keeping the industrial and materials theme humming along. On the weaker side, Capricorn Metals has been losing a bit of shine lately, slightly dragging on returns, but the overall mix of rising names keeps the fund’s global story intact.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
7735	SCREEN Holdings Co	2.98%	$4.82M	¥3.12T	79.87%	77 Outperform
8035	Tokyo Electron	2.94%	$4.76M	¥34.26T	208.65%	73 Outperform
TPRO	Technoprobe S.p.A.	2.42%	$3.92M	€24.44B	429.66%	64 Neutral
FRO	Frontline	2.39%	$3.86M	$9.11B	123.79%	70 Neutral
TRE	Tecnicas Reunidas	2.19%	$3.55M	€2.58B	76.28%	58 Neutral
ANA	Acciona	2.16%	$3.49M	€15.37B	90.08%	69 Neutral
BHP	BHP Group Ltd	2.15%	$3.48M	AU$311.95B	75.44%	68 Neutral
7173	Tokyo Kiraboshi Financial Group, Inc.	2.14%	$3.46M	¥447.27B	112.48%	76 Outperform
CDA	Codan Limited	2.12%	$3.43M	AU$7.85B	181.40%	59 Neutral
BN4	Keppel Corporation Limited	2.12%	$3.43M	S$19.74B	52.09%	71 Outperform

IMOM Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

44.39

Negative

100DMA

43.29

Positive

200DMA

40.11

Positive

Market Momentum

MACD

-0.14

Positive

RSI

44.64

Neutral

STOCH

77.13

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IMOM, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 44.37, equal to the 50-day MA of 44.39, and equal to the 200-day MA of 40.11, indicating a neutral trend. The MACD of -0.14 indicates Positive momentum. The RSI at 44.64 is Neutral, neither overbought nor oversold. The STOCH value of 77.13 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IMOM.

IMOM Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IMOM	―	―	$161.68M	0.38%	63 Neutral
JIRE	―	―	$11.13B	0.24%	68 Neutral
FENI	―	―	$10.31B	0.28%	67 Neutral
QUIZ	―	―	$83.49M	0.55%	66 Neutral
TACN	―	―	$21.15M	―	66 Neutral
JIDE	―	―	$12.06M	0.55%	68 Neutral

Performance Comparison

IMOM

Alpha Architect International Quantitative Momentum ETF

43.38

11.20

34.80%

JIRE

JPMorgan International Research Enhanced Equity ETF

―

FENI

Fidelity Enhanced International ETF

―

QUIZ

Zacks Quality International ETF

―

TACN

T. Rowe Price Active Core International Equity ETF

―

JIDE

JPMorgan International Dynamic ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

DisclaimerThis 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.Date of analysis: ―

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