ONEO - ETF AI Analysis
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SPDR Russell 1000 Momentum Focus ETF (ONEO)
ONEO’s rating suggests it is a solid, but not flawless, momentum-focused ETF, supported by several strong companies with improving fundamentals. Major holdings like Newmont, Delta Air Lines, Regeneron, Zoom, and Expedia contribute positively through robust financial performance, revenue growth, and generally favorable technical trends, which help drive the fund’s quality. However, positions such as McKesson and ADM introduce some drag due to leverage, profitability, and growth concerns, and investors should note the risk that the fund’s momentum focus can lead to higher volatility if market conditions shift.
ONEO vs. SPDR S&P 500 ETF (SPY)
- AUM
- 31.10M
- Region
- North America
- Expense Ratio
- 0.20%
- Beta
- 0.80
- Issuer
- SPDR
- Inception Date
- Dec 02, 2015
- Dividend Yield
- 1.23%
- Asset Class
- Equity
- Index Tracked
- Russell 1000 Momentum Focused Factor Index
ONEO Summary
The SPDR Russell 1000 Momentum Focus ETF (ONEO) is a fund that follows the Russell 1000 Momentum Focused Factor Index, which picks large U.S. companies whose stock prices have been rising strongly. It spreads your money across many sectors, including technology, health care, and industrials. Well-known holdings include Allstate and Delta Air Lines. Someone might invest in ONEO to seek higher growth by focusing on stocks that have been doing well, while still getting broad diversification across the U.S. market. A key risk is that momentum stocks can fall quickly if recent winners suddenly go out of favor, so the fund’s value can move up and down sharply.
How much will it cost me?
This ETF has an expense ratio of 0.20%, which means you’ll pay about $2 per year for every $1,000 invested. That’s slightly higher than the cheapest broad index ETFs because it follows a more specialized, momentum-focused strategy rather than a plain, passively managed market index.
What would affect this ETF?
ONEO could benefit if the U.S. economy stays healthy, supporting large-cap companies in technology, industrials, health care, and consumer sectors, and if strong stock price trends continue for its momentum-focused holdings like McKesson, Regeneron, and Zoom. On the downside, rising interest rates, a slowdown in U.S. growth, or sharp reversals in momentum stocks—especially in more volatile areas like energy and consumer cyclical companies—could hurt performance.
ONEO Top 10 Holdings
ONEO is leaning into U.S. momentum names with a noticeable tilt toward health care and energy. McKesson and Regeneron are both rising steadily, giving the fund a solid defensive backbone, while Zoom adds a tech flavor with improving but still measured momentum. On the energy side, Ovintiv and Permian Resources have been powering ahead this year, acting like twin engines for performance. Offsetting some of that strength, Expedia has been lagging lately, and Anglogold Ashanti’s mixed results suggest it’s more of a passenger than a driver in this large-cap, U.S.-focused lineup.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AU | Anglogold Ashanti PLC | 0.70% | $218.91K | $40.29B | 15.64% | 73Outperform |
 ALL | Allstate | 0.66% | $203.97K | $65.71B | 35.43% | 74Outperform |
 ADM | Archer Daniels Midland | 0.59% | $183.79K | $37.07B | 26.73% | 64Neutral |
 REGN | Regeneron | 0.57% | $177.67K | $95.51B | 41.87% | 78Outperform |
 MCK | McKesson | 0.57% | $176.56K | $115.96B | 20.48% | 62Neutral |
 EXPE | Expedia | 0.56% | $175.58K | $34.32B | 29.69% | 80Outperform |
 TSE:OVV | Ovintiv | ― | ― | ― | ― | 60Neutral |
 ZM | Zoom Communications Inc | 0.53% | $165.34K | $27.87B | 13.23% | 81Outperform |
 PR | Permian Resources | 0.53% | $165.62K | $21.79B | 109.67% | 81Outperform |
 NEM | Newmont Mining | 0.52% | $161.33K | $110.79B | 29.52% | 81Outperform |
ONEO Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ONEO, the sentiment is Positive. The current price of 154.07 is above the 20-day moving average (MA) of 152.61, above the 50-day MA of 152.59, and above the 200-day MA of 145.89, indicating a bullish trend. The MACD of 0.73 indicates Negative momentum. The RSI at 56.40 is Neutral, neither overbought nor oversold. The STOCH value of 87.77 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ONEO.
ONEO Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| ONEO | $154.07 | $167.00(8.39% Upside) | $31.10M | 0.20% | 71Outperform |
 PRMR | $28.30 | $34.26(21.03% Upside) | $93.63M | 1.00% | 73Outperform |
 SPXE | $80.85 | $100.26(24.00% Upside) | $86.64M | 0.09% | 74Outperform |
 FCUS | $36.61 | $47.16(28.82% Upside) | $86.02M | 0.80% | 67Neutral |
 NULC | $54.91 | $68.30(24.38% Upside) | $81.33M | 0.21% | 74Outperform |
 QARP | $68.79 | $79.92(16.18% Upside) | $79.50M | 0.19% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| ONEO | SPDR Russell 1000 Momentum Focus ETF | 154.07 | 28.53 | 22.72% | |
| PRMR | PeakShares RMR Prime Equity ETF | 28.30 | 3.32 | 13.31% | |
| SPXE | ProShares S&P 500 Ex-Energy ETF | 80.85 | 7.60 | 10.37% | |
| FCUS | Pinnacle Focused Opportunities ETF | 36.61 | 2.64 | 7.78% | |
| NULC | Nuveen ESG Large-Cap ETF | 54.91 | 7.00 | 14.61% | |
| QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 68.79 | 11.60 | 20.27% |
This 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.