QMOM - ETF AI Analysis
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Alpha Architect U.S. Quantitative Momentum ETF (QMOM)
QMOM, the Alpha Architect U.S. Quantitative Momentum ETF, appears to be a solid but not top-tier fund, supported by strong holdings like Permian Resources, Phillips 66, and Valero Energy, which show robust financial performance, positive earnings commentary, and generally favorable technical trends. However, weaker names such as Spyre Therapeutics and companies with profitability or valuation concerns like Centene and Charles River Labs weigh on the overall quality. The main risk factor is the fund’s exposure to several companies with profitability challenges, negative P/E ratios, and valuation concerns, which could increase volatility and downside risk.
QMOM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 424.93M
- Region
- North America
- Expense Ratio
- 0.28%
- Beta
- 1.11
- Issuer
- Alpha Architect
- Inception Date
- Dec 02, 2015
- Dividend Yield
- 0.50%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
QMOM Summary
QMOM is the Alpha Architect U.S. Quantitative Momentum ETF, which follows a momentum theme in the U.S. stock market rather than a traditional index. It focuses on companies whose share prices have been rising strongly, across many sectors like health care, energy, and technology. Some well-known names in the fund include Marathon Petroleum and Phillips 66. An investor might consider QMOM if they want growth potential by targeting stocks that have been recent winners, while still getting broad U.S. market exposure. A key risk is that momentum stocks can reverse quickly, so the fund’s value can go up and down sharply with changing market trends.
How much will it cost me?
QMOM has an expense ratio of 0.28%, which means you’ll pay about $2.80 per year for every $1,000 invested. This cost is higher than the average broad U.S. stock ETF because QMOM is actively managed using a specialized quantitative momentum strategy rather than simply tracking a basic index.
What would affect this ETF?
QMOM could benefit if the U.S. economy stays healthy, energy and health care companies remain strong, and market trends continue to reward momentum stocks, helping its U.S.-focused holdings like refiners and health care firms. On the downside, rising interest rates, a broad market downturn, or sector-specific challenges in energy, technology, or health care, as well as regulatory changes affecting these industries, could hurt performance because the fund is concentrated in these areas and relies heavily on recent winners.
QMOM Top 10 Holdings
QMOM is riding a strong U.S. momentum wave, with health care and energy names doing much of the heavy lifting. Hinge Health and Royalty Pharma are rising and give the fund a growth-tilted health care backbone, while Charles River Labs adds more punch from the same sector. On the energy side, Permian Resources and Marathon Petroleum are steady-to-rising, helping power returns. Not everything is smooth sailing: Spyre Therapeutics looks more like a problem child, lagging despite earlier momentum. Overall, the fund is U.S.-focused and tilted toward health care and energy winners.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 CH:TOJ | Transocean | ― | ― | ― | ― | 60Neutral |
 CRL | Charles River Labs | 2.52% | $10.82M | $17.16B | 100.66% | 60Neutral |
 HNGE | Hinge Health, Inc. Class A | 2.43% | $10.43M | $9.22B | 134.94% | 70Outperform |
 PR | Permian Resources | 2.37% | $10.18M | $21.79B | 109.67% | 81Outperform |
 SYRE | Spyre Therapeutics | 2.35% | $10.12M | $8.91B | 298.02% | 43Neutral |
 RNG | RingCentral | 2.33% | $10.03M | $6.88B | 176.19% | 63Neutral |
 NUE | Nucor | 2.28% | $9.80M | $62.13B | 82.90% | 74Outperform |
 RPRX | Royalty Pharma | 2.21% | $9.52M | $38.72B | 81.86% | 79Outperform |
 MPC | Marathon Petroleum | 2.24% | $9.63M | $124.89B | 127.33% | 66Neutral |
 CNC | Centene | 2.16% | $9.27M | $33.89B | 95.46% | 58Neutral |
QMOM Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For QMOM, the sentiment is Negative. The current price of 71.00 is below the 20-day moving average (MA) of 72.75, below the 50-day MA of 73.03, and below the 200-day MA of 73.91, indicating a bearish trend. The MACD of -0.44 indicates Positive momentum. The RSI at 40.60 is Neutral, neither overbought nor oversold. The STOCH value of 49.40 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for QMOM.
QMOM Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| QMOM | $71.00 | $77.00(8.45% Upside) | $424.93M | 0.28% | 68Neutral |
 SEUS | $25.65 | $30.94(20.62% Upside) | $946.37M | 0.30% | 73Outperform |
 BGDV | $31.27 | $37.25(19.11% Upside) | $877.55M | 0.45% | 74Outperform |
 AAUB | $49.94 | $60.90(21.95% Upside) | $845.51M | 0.10% | 66Neutral |
 AVTM | $53.85 | $64.69(20.12% Upside) | $779.89M | 0.22% | 60Neutral |
 XCHG | $27.13 | $33.42(23.20% Upside) | $716.83M | 0.50% | 70Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| QMOM | Alpha Architect U.S. Quantitative Momentum ETF | 71.00 | 3.52 | 5.21% | |
| SEUS | SEI QiM U.S. Equity Factor Allocation Active ETF | 25.65 | 0.39 | 1.53% | |
| BGDV | Bahl & Gaynor Dividend ETF | 31.27 | 5.03 | 19.16% | |
| AAUB | Alpha Architect US Equity 4 ETF | 49.94 | 0.45 | 0.91% | |
| AVTM | Avantis Total Equity Markets ETF | 53.85 | 4.21 | 8.47% | |
| XCHG | AB US Equity ETF | 27.13 | 2.28 | 9.18% |
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.