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ONEO - ETF AI Analysis

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ONEO

SPDR Russell 1000 Momentum Focus ETF (ONEO)

Rating:71Outperform
Price Target:
ONEO, the SPDR Russell 1000 Momentum Focus ETF, has a solid overall rating that reflects its focus on companies with strong recent performance and growth drivers. Standout holdings like Newmont Mining, Expedia, Regeneron, Zoom, and TechnipFMC support the fund’s quality through robust financial results, positive earnings calls, and generally favorable technical trends. The main risk is that some holdings, such as McKesson and ADM, face challenges like leverage, weaker profitability, or mixed growth, and the fund’s momentum focus can also mean added volatility if market trends reverse.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and solid momentum over the last few months, which suggests its strategy has been working well recently.
Momentum-Driven Top Holdings
Several of the largest positions, such as CF Industries, Archer Daniels Midland, and TechnipFMC, have delivered strong year-to-date performance, helping drive the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, including industrials, technology, consumer, health care, financials, and energy, which helps reduce the impact of weakness in any single industry.
Negative Factors
Underperforming Top Holdings
A few key positions like Anglogold Ashanti and Expedia have shown weak performance this year, which can drag on the fund’s overall results.
Heavy U.S. Market Focus
With almost all assets in U.S. companies and very little exposure to other countries, the ETF is highly sensitive to the U.S. market and offers limited global diversification.
Small Asset Base
The fund manages a relatively modest amount of assets, which can sometimes mean lower trading volume and potentially wider bid-ask spreads for investors.

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

ONEO Summary

The SPDR Russell 1000 Momentum Focus ETF (ONEO) follows the Russell 1000 Momentum Focused Factor Index, which picks large U.S. companies whose stock prices have been rising strongly. It spreads investments across many sectors, including industrials, technology, health care, and financials. Well-known holdings include Allstate and Zoom Video Communications. Someone might invest in ONEO to seek growth by focusing on companies with strong recent performance while still getting broad diversification across the U.S. stock market. A key risk is that momentum stocks can fall quickly when trends reverse, so the ETF’s value can go up and down sharply with market swings.
How much will it cost me?The SPDR Russell 1000 Momentum Focus ETF (Ticker: ONEO) has an expense ratio of 0.2%, meaning you’ll pay $2 per year for every $1,000 invested. This is lower than average for actively managed funds, as it tracks an index and focuses on a specific strategy rather than frequent trading decisions.
What would affect this ETF?The SPDR Russell 1000 Momentum Focus ETF (ONEO) could benefit from strong performance in sectors like Technology and Industrials, which are heavily weighted in the fund, especially if innovation and economic growth drive demand in these areas. However, rising interest rates or economic slowdowns could negatively impact momentum-driven stocks, particularly in cyclical sectors like Consumer Cyclical and Financials. Regulatory changes or geopolitical tensions in the U.S., where the fund is geographically focused, could also influence its future performance.

ONEO Top 10 Holdings

ONEO is leaning into U.S. large-cap momentum, with a quirky mix of gold miners, travel, insurance, and health care driving the story. Anglogold Ashanti and Newmont are rising, giving the fund a shiny boost from the materials side, while Expedia’s steady climb adds fuel from consumer cyclicals. Regeneron and McKesson are also contributing, reflecting solid health care momentum. On the flip side, Archer Daniels Midland and Delta look more mixed, occasionally losing steam and holding back returns. Overall, the fund is U.S.-centric and tilted toward cyclical and defensive winners rather than Big Tech high-flyers.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Anglogold Ashanti PLC0.92%$287.33K$55.08B76.15%
73
Outperform
Allstate0.67%$209.70K$65.63B29.58%
74
Outperform
Archer Daniels Midland0.65%$203.52K$40.78B36.05%
64
Neutral
Newmont Mining0.61%$189.78K$134.97B68.72%
81
Outperform
Expedia0.60%$188.25K$35.77B36.90%
80
Outperform
Cf Industries Holdings0.60%$185.63K$20.18B57.51%
72
Outperform
Regeneron0.59%$184.72K$85.22B48.73%
78
Outperform
McKesson0.53%$165.85K$105.86B30.27%
62
Neutral
Zoom Video Communications0.53%$165.07K$29.57B12.64%
81
Outperform
TechnipFMC0.52%$161.60K$31.31B103.26%
80
Outperform

ONEO Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
154.68
Negative
100DMA
150.82
Positive
200DMA
142.17
Positive
Market Momentum
MACD
-0.23
Positive
RSI
38.03
Neutral
STOCH
16.39
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ONEO, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 156.60, equal to the 50-day MA of 154.68, and equal to the 200-day MA of 142.17, indicating a neutral trend. The MACD of -0.23 indicates Positive momentum. The RSI at 38.03 is Neutral, neither overbought nor oversold. The STOCH value of 16.39 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for ONEO.

ONEO Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$31.12M0.20%
71
Outperform
$91.90M1.00%
73
Outperform
$88.30M0.60%
71
Outperform
$87.26M0.09%
74
Outperform
$85.88M0.80%
67
Neutral
$80.11M0.93%
56
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ONEO
SPDR Russell 1000 Momentum Focus ETF
152.99
26.49
20.94%
PRMR
PeakShares RMR Prime Equity ETF
ALTL
Pacer Lunt Large Cap Alternator ETF
SPXE
ProShares S&P 500 Ex-Energy ETF
FCUS
Pinnacle Focused Opportunities ETF
EGGQ
NestYield Visionary 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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