QMOM - ETF AI Analysis
Top Page
Alpha Architect U.S. Quantitative Momentum ETF (QMOM)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Results
The fund has delivered strong gains so far this year, indicating its momentum-focused strategy has recently worked well.
Top Holdings Showing Solid Momentum
Many of the largest positions, especially in energy and transportation-related names, have posted strong performance, helping drive the ETF’s overall returns.
Balanced Sector Mix Within the U.S.
Holdings spread across industrials, technology, energy, health care, and materials provide diversification across several parts of the U.S. economy.
Negative Factors
Short-Term Performance Bumpiness
Recent one-month and three-month results have been weak to flat, showing that returns can be choppy over shorter periods.
Heavy U.S.-Only Focus
With almost all assets in U.S. companies, investors get little geographic diversification and remain highly exposed to the U.S. market.
Sector Concentration Risk
Significant weight in a few sectors like industrials, technology, energy, and health care means the fund could be hit hard if any of these areas fall out of favor.
QMOM Historical Chart
AUM428.25M
RegionNorth America
Expense Ratio0.28%
Beta1.13
IssuerAlpha Architect
Inception DateDec 02, 2015
Dividend Yield0.48%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume15,855
30 Day Avg. Volume22,120
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
88.55Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering51
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
QMOM Summary
QMOM, the Alpha Architect U.S. Quantitative Momentum ETF, invests in U.S. stocks that have been rising in price, following a “momentum” theme rather than a traditional index. It holds companies from many sectors, including industrials, technology, energy, and health care, with names like Valero Energy and Ross Stores among its top positions. Investors might consider QMOM if they want a rules-based way to seek growth by focusing on stocks with strong recent performance. A key risk is that momentum can reverse quickly, so the fund’s value can rise and fall sharply with changing market trends.
How much will it cost me?The Alpha Architect U.S. Quantitative Momentum ETF (QMOM) has an expense ratio of 0.29%, meaning you’ll pay $2.90 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, using a quantitative strategy to select stocks with strong momentum trends.
What would affect this ETF?The QMOM ETF, which focuses on U.S. stocks with strong momentum, could benefit from a thriving technology sector and economic growth that supports innovation and industrial expansion, as these are key areas of its portfolio. However, it may face challenges from rising interest rates, which can negatively impact high-growth sectors like technology and consumer cyclical, or from broader economic slowdowns that affect momentum-driven stocks. Regulatory changes or shifts in market sentiment could also influence the performance of its top holdings, such as Snowflake and Twilio.
QMOM Top 10 Holdings
QMOM is leaning hard into U.S. health care and tech momentum, with names like Natera and Guardant Health helping lead the charge as their shares keep rising on optimism around precision medicine. Dell and Hewlett Packard Enterprise add a powerful AI-flavored tech backbone, also trending higher and giving the fund some extra juice. On the flip side, MACOM and Sanmina have seen more mixed, recently lagging action, occasionally putting a brake on returns. Overall, this is a U.S.-only, momentum-heavy portfolio, concentrated in innovative health care and tech stories.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Dell Technologies | 2.35% | $10.07M | $339.79B | 319.88% | 65 Neutral | |
| RingCentral | 2.16% | $9.27M | $6.13B | 129.77% | 63 Neutral | |
| Hewlett Packard Enterprise | 2.12% | $9.07M | $69.03B | 121.09% | 68 Neutral | |
| Twilio | 2.08% | $8.91M | $35.78B | 114.39% | 70 Neutral | |
| TD SYNNEX Corporation | 2.06% | $8.83M | $21.00B | 75.66% | 73 Outperform | |
| Steel Dynamics | 2.06% | $8.83M | $34.69B | 79.80% | 76 Outperform | |
| Centene | 2.06% | $8.81M | $33.12B | 131.33% | 58 Neutral | |
| Nucor | 2.05% | $8.79M | $59.23B | 77.28% | 74 Outperform | |
| Arrowhead Pharmaceuticals | 2.05% | $8.78M | $12.20B | 196.96% | 57 Neutral | |
| JB Hunt | 2.04% | $8.75M | $25.71B | 90.48% | 67 Neutral |
QMOM Technical Analysis
Negative
―
Price Trends
75.37
Negative
76.59
Negative
72.50
Positive
Market Momentum
-0.77
Positive
43.75
Neutral
32.46
Neutral
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 undefined is equal to the 20-day moving average (MA) of 75.19, equal to the 50-day MA of 75.37, and equal to the 200-day MA of 72.50, indicating a neutral trend. The MACD of -0.77 indicates Positive momentum. The RSI at 43.75 is Neutral, neither overbought nor oversold. The STOCH value of 32.46 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
Performance Comparison
QMOM
Alpha Architect U.S. Quantitative Momentum ETF
73.43
10.41
16.52%
VFMF
Vanguard U.S. Multifactor ETF
―
―
―
BGDV
Bahl & Gaynor Dividend ETF
―
―
―
AVTM
Avantis Total Equity Markets ETF
―
―
―
ULTY
YieldMax Ultra Option Income Strategy ETF
―
―
―
SMRI
Bushido Capital US Equity 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: ―
Table of Contents