IDMO - ETF AI Analysis
Top Page
Invesco S&P International Developed Momentum ETF (IDMO)
Rating:69Neutral
Price Target:―
Positive Factors
Momentum-Focused Strategy
The ETF targets international stocks with strong recent momentum, which has supported solid short-term performance so far this year.
Broad Country Diversification
Holdings are spread across multiple developed markets such as the UK, Germany, Spain, Canada, Japan, and others, reducing reliance on any single country.
Reasonable Expense Ratio
The fund’s expense ratio is moderate for a specialized international strategy, helping investors keep more of their returns over time.
Negative Factors
Heavy Financial Sector Concentration
Nearly half of the portfolio is in financial stocks, which increases the fund’s sensitivity to banking and interest-rate risks.
Mixed Performance Among Top Holdings
While several leading positions have shown strong gains, others have been weak or negative, which can create more uneven overall returns.
Limited Exposure to Growth Sectors
Relatively small allocations to technology and health care mean the fund may benefit less if those faster-growing sectors lead the market.
IDMO vs. SPDR S&P 500 ETF (SPY)
AUM3.31B
RegionDeveloped Markets
Expense Ratio0.25%
Beta0.86
IssuerInvesco
Inception DateFeb 24, 2012
Dividend Yield3.77%
Asset ClassEquity
Index TrackedS&P World Ex-U.S. Momentum Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume545,668
30 Day Avg. Volume583,485
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
65.18Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering190
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IDMO Summary
The Invesco S&P International Developed Momentum ETF (IDMO) follows the S&P World Ex-U.S. Momentum Index, focusing on stocks from developed countries outside the U.S. that have been rising in price. It holds many financial and industrial companies from places like the UK, Germany, Canada, and Japan. Well-known holdings include HSBC Holdings and Rolls-Royce. Someone might invest in IDMO to diversify beyond the U.S. and seek growth from international stocks that are currently performing well. A key risk is that momentum stocks can fall quickly, and the ETF can go up and down sharply with global markets.
How much will it cost me?The Invesco S&P International Developed Momentum ETF (IDMO) has an expense ratio of 0.25%, meaning you’ll pay $2.50 per year for every $1,000 invested. This is lower than the average for actively managed ETFs, as IDMO uses a passive strategy to track an index focused on momentum-driven stocks. Passive ETFs typically have lower costs because they don’t require frequent trading or active management.
What would affect this ETF?The IDMO ETF, with its focus on developed markets outside the U.S. and South Korea, could benefit from positive global economic growth, particularly in sectors like financials and industrials, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates, which could impact financial stocks, or economic slowdowns in key regions such as Europe and Australia where its top holdings are concentrated. Regulatory changes or geopolitical tensions in these areas could also negatively affect performance.
IDMO Top 10 Holdings
IDMO is leaning heavily on big global financials, with names like HSBC, Banco Santander, and Toronto-Dominion Bank setting the tone. Lately, many of these banks have been lagging, acting more like a headwind than a tailwind for the fund. Industrial exposure is also key: Siemens Energy has been a bright spot with rising momentum, while Rolls-Royce looks more mixed. Mitsubishi has quietly been one of the steadier climbers. Overall, this is a developed-markets, ex-U.S. play, with performance driven largely by non-U.S. banks and industrial champions.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| HSBC Holdings | 4.26% | $131.91M | £218.71B | 67.47% | 80 Outperform | |
| Banco Santander | 3.68% | $113.94M | €144.01B | 81.20% | 73 Outperform | |
| Toronto Dominion Bank | 3.60% | $111.50M | $160.51B | 66.94% | 74 Outperform | |
| Banco Bilbao Vizcaya Argentaria | 2.45% | $75.93M | €106.89B | 69.16% | 76 Outperform | |
| Rolls-Royce Holdings | 2.24% | $69.33M | £99.83B | 93.82% | 71 Outperform | |
| Iberdrola | 2.23% | $69.00M | €135.99B | 33.27% | 67 Neutral | |
| Siemens Energy | 2.21% | $68.31M | €127.53B | 215.50% | 72 Outperform | |
| Mitsubishi | 2.20% | $68.01M | ¥20.75T | 110.12% | 60 Neutral | |
| Mitsui & Co | 1.81% | $56.12M | ¥17.95T | 121.10% | 74 Outperform | |
| Advantest | 1.78% | $55.23M | ¥15.04T | 251.75% | 75 Outperform |
IDMO Technical Analysis
Positive
―
Price Trends
57.03
Negative
55.71
Positive
53.33
Positive
Market Momentum
-0.66
Negative
51.32
Neutral
82.80
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IDMO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 55.02, equal to the 50-day MA of 57.03, and equal to the 200-day MA of 53.33, indicating a neutral trend. The MACD of -0.66 indicates Negative momentum. The RSI at 51.32 is Neutral, neither overbought nor oversold. The STOCH value of 82.80 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IDMO.
IDMO Peer Comparison
Comparison Results
Performance Comparison
IDMO
Invesco S&P International Developed Momentum ETF
55.88
17.66
46.21%
GSIE
Goldman Sachs ActiveBeta International Equity ETF
―
―
―
LVHI
Legg Mason International Low Volatility High Dividend ETF
―
―
―
IMTM
iShares MSCI Intl Momentum Factor ETF
―
―
―
INTF
iShares MSCI Intl Multifactor ETF
―
―
―
PXF
Invesco FTSE RAFI Developed Markets ex-U.S. 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