IMOM - ETF AI Analysis

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Alpha Architect International Quantitative Momentum ETF (IMOM)

Rating:64Neutral

Price Target:―

IMOM, the Alpha Architect International Quantitative Momentum ETF, has a solid overall rating driven mainly by strong, financially robust holdings like Sumitomo and Repsol, which combine positive trends with attractive or fair valuations. However, weaker names such as Doral Energy, with profitability and cash flow challenges, and some holdings showing overvaluation or overbought signals, slightly weigh on the fund’s quality. The main risk factor is its momentum-focused approach, which can lead to concentration in stocks with stretched valuations and technical overbought conditions.

Positive Factors

Strong Recent Performance

The ETF has shown solid gains so far this year and in recent months, indicating positive momentum in its strategy.

Global Diversification

Holdings spread across many countries, including Australia, Israel, Japan, and several European markets, help reduce reliance on any single economy.

Momentum in Top Holdings

Many of the largest positions have delivered strong year-to-date gains, which has supported the fund’s overall returns.

Negative Factors

Higher-Than-Plain-Vanilla Fees

The expense ratio is noticeably higher than many broad market index ETFs, which can slowly eat into long-term returns.

Concentrated Country Exposure

A large share of assets is focused in a few markets like Australia and Israel, increasing the impact if those countries face setbacks.

Sector Tilts Toward Cyclical Areas

Heavy exposure to sectors like Materials, Industrials, and Technology can make the fund more sensitive to economic slowdowns and market swings.

IMOM vs. SPDR S&P 500 ETF (SPY)

AUM152.59M

RegionDeveloped Markets

Expense Ratio0.38%

Beta0.95

IssuerAlpha Architect

Inception DateDec 23, 2015

Dividend Yield2.33%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume14,610

30 Day Avg. Volume17,596

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

51.31

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering51

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

IMOM Summary

IMOM is the Alpha Architect International Quantitative Momentum ETF, which follows a momentum theme rather than a traditional index. It picks international stocks that have been rising in price, aiming to ride those trends for potential growth. The fund holds companies from many countries, including Australia, Israel, Japan, and Europe, and spreads money across sectors like materials, industrials, and technology. Examples of holdings include Northern Star Resources and ASMPT. Someone might invest for international diversification and the chance to benefit from strong recent performers. A key risk is that momentum stocks can reverse quickly, so the price can go up and down sharply.

How much will it cost me?The Alpha Architect International Quantitative Momentum ETF (IMOM) has an expense ratio of 0.39%, which means you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than average because it uses an actively managed, quantitative strategy to select stocks based on momentum characteristics.

What would affect this ETF?IMOM's focus on developed markets outside North America and its momentum-driven strategy could benefit from global economic growth and increased industrial activity, especially given its high exposure to the Industrials and Financial sectors. However, risks include potential regulatory changes in international markets and economic slowdowns in key regions, which could negatively impact its top holdings in mining, telecommunications, and pharmaceuticals. Additionally, fluctuations in currency exchange rates may affect returns for U.S.-based investors.

IMOM Top 10 Holdings

IMOM is riding a powerful wave in international momentum, with Japanese chip-equipment leaders like Tokyo Electron and SCREEN Holdings setting the tone. Tokyo Electron has been rising steadily, while SCREEN’s recent pullback shows some momentum losing steam. Technoprobe and Tower add to a clear semiconductor tilt, giving the fund a tech-heavy backbone. On the flip side, Rohm’s weaker trend has been a mild drag. Shipping player Frontline and European names like Acciona help diversify the story, but this is largely a developed-markets, ex-North America bet on global tech strength.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
REP	Repsol	2.24%	$3.46M	€25.30B	77.94%	72 Outperform
TIGO	Millicom International Cellular SA	2.22%	$3.43M	$16.24B	155.90%	71 Outperform
7182	Japan Post Bank Co	2.21%	$3.41M	¥11.66T	75.60%	67 Neutral
8002	Marubeni	2.19%	$3.38M	¥8.10T	50.00%	71 Outperform
	―	2.19%	$3.38M	―	―	―
5020	ENEOS Holdings	2.16%	$3.34M	¥3.38T	53.26%	64 Neutral
8591	ORIX	2.14%	$3.31M	¥6.74T	99.70%	80 Outperform
1605	INPEX	2.14%	$3.30M	¥4.02T	44.87%	79 Outperform
ESLT	Elbit Systems	2.14%	$3.30M	₪107.13B	55.10%	73 Outperform
8031	Mitsui & Co	2.13%	$3.28M	¥12.81T	40.74%	74 Outperform

IMOM Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

44.08

Negative

100DMA

43.25

Negative

200DMA

40.62

Positive

Market Momentum

MACD

-0.62

Positive

RSI

37.76

Neutral

STOCH

34.95

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IMOM, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 43.13, equal to the 50-day MA of 44.08, and equal to the 200-day MA of 40.62, indicating a neutral trend. The MACD of -0.62 indicates Positive momentum. The RSI at 37.76 is Neutral, neither overbought nor oversold. The STOCH value of 34.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IMOM.

IMOM Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IMOM	―	―	$152.59M	0.38%	64 Neutral
JIRE	―	―	$11.04B	0.24%	67 Neutral
FENI	―	―	$10.28B	0.28%	67 Neutral
QUIZ	―	―	$84.89M	0.55%	66 Neutral
JIDE	―	―	$25.94M	0.55%	67 Neutral
TACN	―	―	$21.28M	―	66 Neutral

Performance Comparison

IMOM

Alpha Architect International Quantitative Momentum ETF

41.42

9.59

30.13%

JIRE

JPMorgan International Research Enhanced Equity ETF

―

FENI

Fidelity Enhanced International ETF

―

QUIZ

Zacks Quality International ETF

―

JIDE

JPMorgan International Dynamic ETF

―

TACN

T. Rowe Price Active Core International 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: ―

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