QMOM - ETF AI Analysis
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Alpha Architect U.S. Quantitative Momentum ETF (QMOM)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating positive momentum.
Momentum-Focused Top Holdings
Many of the largest positions have delivered strong year-to-date gains, supporting the fund’s momentum strategy.
Broad Sector Diversification Within the U.S.
Holdings are spread across several sectors, which helps reduce the impact if any single industry runs into trouble.
Negative Factors
High U.S.-Only Concentration
Almost all assets are invested in U.S. companies, offering little diversification across global markets.
Heavy Tilt Toward Industrials and Technology
A large share of the portfolio is in industrial and technology stocks, which can hurt returns if these sectors fall out of favor.
Moderate Expense Ratio
The fund’s fees are not especially low, which can slightly reduce long-term returns compared with cheaper index ETFs.
QMOM vs. SPDR S&P 500 ETF (SPY)
AUM426.05M
RegionNorth America
Expense Ratio0.28%
Beta1.13
IssuerAlpha Architect
Inception DateDec 02, 2015
Dividend Yield0.46%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume23,272
30 Day Avg. Volume28,610
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
92.57Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering52
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
QMOM Summary
QMOM is the Alpha Architect U.S. Quantitative Momentum ETF, which follows a momentum theme in the U.S. stock market instead of tracking a traditional index. It focuses on companies whose share prices have been rising strongly, across many sectors like industrials and technology. Well-known holdings include Broadcom and Corning. Someone might invest in QMOM if they want a rules-based way to try to benefit from stocks that have been doing well recently and want diversification across many U.S. companies. A key risk is that momentum can reverse quickly, so the ETF’s price 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. industrials and tech, with names like Caterpillar and ATI helping power the fund as demand in construction and aerospace keeps their momentum rising. Dell and TD SYNNEX add a tech-driven tailwind, riding steady to strong gains as enterprise and AI-related spending stay in focus. Corning and FormFactor quietly support the story with solid, if sometimes pricey, growth. On the flip side, Revolution Medicines looks more like a wild card, with its biotech struggles occasionally tugging at performance in an otherwise trend-following portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| PBF Energy | 2.27% | $9.68M | $5.66B | 93.02% | 55 Neutral | |
| Guardant Health | 2.24% | $9.57M | $22.27B | 232.19% | 61 Neutral | |
| Jazz Pharmaceuticals | 2.17% | $9.26M | $15.29B | 127.00% | 64 Neutral | |
| CH Robinson | 2.16% | $9.23M | $22.38B | 94.19% | 72 Outperform | |
| GE Vernova Inc. | 2.15% | $9.20M | $299.11B | 117.37% | 69 Neutral | |
| Alphabet Class A | 2.14% | $9.16M | $4.34T | 110.50% | 85 Outperform | |
| Revolution Medicines | 2.13% | $9.10M | $40.23B | 418.11% | 52 Neutral | |
| Arrowhead Pharmaceuticals | 2.12% | $9.07M | $11.83B | 395.84% | 57 Neutral | |
| Anglogold Ashanti PLC | 2.12% | $9.06M | $42.75B | 75.36% | 73 Outperform | |
| Hecla Mining Company | 2.10% | $8.99M | $10.95B | 178.35% | 74 Outperform |
QMOM Technical Analysis
Neutral
―
Price Trends
78.01
Negative
74.68
Positive
70.38
Positive
Market Momentum
-0.45
Positive
47.41
Neutral
37.13
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For QMOM, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 77.73, equal to the 50-day MA of 78.01, and equal to the 200-day MA of 70.38, indicating a neutral trend. The MACD of -0.45 indicates Positive momentum. The RSI at 47.41 is Neutral, neither overbought nor oversold. The STOCH value of 37.13 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for QMOM.
QMOM Peer Comparison
Comparison Results
Performance Comparison
QMOM
Alpha Architect U.S. Quantitative Momentum ETF
76.83
13.89
22.07%
SYLD
Cambria Shareholder Yield ETF
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―
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ULTY
YieldMax Ultra Option Income Strategy ETF
―
―
―
BGDV
Bahl & Gaynor Dividend ETF
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―
―
AVTM
Avantis Total Equity Markets ETF
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―
―
VFMF
Vanguard U.S. Multifactor 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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