ONEO - ETF AI Analysis
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SPDR Russell 1000 Momentum Focus ETF (ONEO)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the year and in recent months, indicating positive momentum in its strategy.
Momentum-Focused Top Holdings
Many of the largest positions, especially in technology and related industries, have delivered strong year-to-date results that support the fund’s performance.
Reasonable Expense Ratio
The fund’s expense ratio is relatively low for an actively tilted strategy, helping investors keep more of their returns over time.
Negative Factors
Small Asset Base
The ETF manages a modest amount of assets, which can sometimes mean lower trading volume and wider bid-ask spreads for investors.
Heavy U.S. Concentration
With almost all of its holdings in U.S. companies, the fund offers very limited international diversification and is highly tied to the U.S. market.
Sector Tilts Toward Cyclical Areas
Large weights in technology, industrials, and consumer cyclical sectors may make the ETF more sensitive to economic slowdowns and market swings.
ONEO vs. SPDR S&P 500 ETF (SPY)
AUM29.02M
RegionNorth America
Expense Ratio0.20%
Beta0.84
IssuerSPDR
Inception DateDec 02, 2015
Dividend Yield1.2%
Asset ClassEquity
Index TrackedRussell 1000 Momentum Focused Factor Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume217
30 Day Avg. Volume397
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
172.52Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering934
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ONEO Summary
The SPDR Russell 1000 Momentum Focus ETF (ONEO) is a U.S.-focused fund that follows the Russell 1000 Momentum Focused Factor Index. It mainly holds large American companies whose stock prices have been rising strongly, with a tilt toward technology and industrials. Well-known names in the fund include Micron and Dollar General. Investors might consider ONEO if they want stock market diversification with an added focus on companies showing strong recent performance, which may offer higher growth potential. A key risk is that momentum stocks can fall quickly when trends reverse, so the share price can move up and down more than the overall market.
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 hard into U.S. tech momentum, with chip and hardware names like Western Digital and Micron doing most of the heavy lifting as AI demand keeps their shares rising. Lam Research, Applied Materials, and KLA add more semiconductor punch, giving the fund a clear tilt toward the chipmaking boom rather than a broad, even spread across sectors. Flex and Dell are also pulling their weight, though Monolithic Power looks a bit more mixed lately, occasionally tapping the brakes on an otherwise strong, tech-driven ride.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Anglogold Ashanti PLC | 0.71% | $205.19K | $42.75B | 75.36% | 73 Outperform | |
| Allstate | 0.65% | $187.50K | $64.44B | 30.02% | 74 Outperform | |
| Delta Air Lines | 0.61% | $177.06K | $60.94B | 75.44% | 80 Outperform | |
| Archer Daniels Midland | 0.60% | $174.31K | $37.01B | 43.35% | 64 Neutral | |
| Expedia | 0.54% | $156.65K | $32.25B | 52.00% | 80 Outperform | |
| Edison International | 0.51% | $146.78K | $29.11B | 49.27% | 77 Outperform | |
| Cf Industries Holdings | 0.48% | $139.61K | $16.98B | 18.35% | 72 Outperform | |
| United Therapeutics | 0.48% | $137.87K | $23.60B | 85.87% | 79 Outperform | |
| Zoom Video Communications | 0.47% | $137.34K | $25.55B | 10.09% | 81 Outperform | |
| Humana | 0.47% | $135.29K | $47.63B | 66.16% | 69 Neutral |
ONEO Technical Analysis
Positive
―
Price Trends
148.32
Positive
142.61
Positive
136.02
Positive
Market Momentum
1.09
Positive
55.41
Neutral
28.45
Neutral
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 undefined is equal to the 20-day moving average (MA) of 151.72, equal to the 50-day MA of 148.32, and equal to the 200-day MA of 136.02, indicating a bullish trend. The MACD of 1.09 indicates Positive momentum. The RSI at 55.41 is Neutral, neither overbought nor oversold. The STOCH value of 28.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ONEO.
ONEO Peer Comparison
Comparison Results
Performance Comparison
ONEO
SPDR Russell 1000 Momentum Focus ETF
152.12
28.34
22.90%
ACEP
ARS Core Equity Portfolio ETF
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FCUS
Pinnacle Focused Opportunities ETF
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JOYT
JPMorgan Equity and Options Total Return ETF
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EGGQ
NestYield Visionary ETF
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JHDG
John Hancock Hedged Equity ETF
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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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