IMOM - ETF AI Analysis

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Alpha Architect International Quantitative Momentum ETF (IMOM)

Rating:65Neutral

Price Target:―

IMOM, the Alpha Architect International Quantitative Momentum ETF, earns a solid overall rating mainly because several of its largest holdings—like Bank Leumi, Poalim, Enlight Renewable Energy, and Millicom—combine strong financial performance with generally positive or bullish technical trends and, in some cases, attractive valuations. The rating is held back somewhat by holdings such as Lynas Rare Earths and Nippon Electric Glass, where profitability, cash flow, or valuation concerns and overbought technical signals introduce more risk. A key risk factor for the fund is that many top positions show signs of potential overvaluation or overbought conditions, which could make returns more volatile.

Positive Factors

Strong Recent Performance

The ETF has shown strong gains over the past three months and year-to-date, indicating positive recent momentum.

Momentum in Top Holdings

Many of the largest positions have delivered strong year-to-date performance, helping to drive the fund’s returns.

Diversified International Exposure

The fund spreads its investments across several countries, including Japan, Germany, Israel, and others, reducing reliance on any single market.

Negative Factors

High Sector Concentration

A large share of the portfolio is in industrials and financials, which increases the impact if these sectors face a downturn.

Moderately High Expense Ratio

The fund’s expense ratio is higher than many broad-market index ETFs, which can slightly reduce net returns over time.

Limited U.S. Market Exposure

With only a small portion invested in U.S. companies, the ETF may behave differently from U.S.-focused portfolios and could lag if U.S. markets outperform.

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

AUM143.99M

RegionDeveloped Markets

Expense Ratio0.38%

Beta0.87

IssuerAlpha Architect

Inception DateDec 23, 2015

Dividend Yield2.32%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume29,009

30 Day Avg. Volume24,928

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

46.05

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, with big weights in Japan and Germany, and includes well-known names like Bayer and Marubeni. Investors might consider IMOM to seek higher growth and add global diversification beyond U.S. stocks. A key risk is that momentum investing can be very volatile, so the ETF’s value can swing sharply up or down with changing market trends.

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’s story right now is all about Japan’s industrial and materials names setting the pace. Construction giants like Shimizu, TAISEI, and Kajima, along with engineering player Kandenko, are powering the fund with strong, sustained momentum, while trading house Marubeni and Osaka Gas add steady support from the industrial and utilities side. Metals producer Mitsui Kinzoku is also rising, reinforcing the fund’s tilt toward economically sensitive sectors. The main soft spot is Sumitomo Dainippon Pharma, which has shown mixed progress. Overall, this is a developed-markets ex-North America fund that currently leans heavily on Japan’s industrial engine.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
ESLT	Elbit Systems	2.52%	$3.63M	₪129.54B	162.20%	73 Outperform
LYC	Lynas Rare Earths	2.32%	$3.34M	AU$18.45B	177.80%	62 Neutral
ENLT	Enlight Renewable Energy	2.31%	$3.33M	$10.84B	365.44%	77 Outperform
TIGO	Millicom International Cellular SA	2.24%	$3.23M	$11.57B	142.83%	71 Outperform
4004	Resonac Holdings Corporation	2.11%	$3.04M	¥2.21T	211.26%	72 Outperform
3563	FOOD & LIFE COMPANIES	2.11%	$3.04M	¥1.07T	0.00%	67 Neutral
5214	Nippon Electric Glass Co	2.11%	$3.03M	¥527.80B	69.18%	61 Neutral
1942	Kandenko Co., Ltd.	2.10%	$3.02M	¥1.31T	107.32%	69 Neutral
LUMI	Leumi	2.10%	$3.02M	₪114.51B	82.78%	80 Outperform
POLI	Poalim	2.07%	$2.98M	₪102.94B	103.36%	79 Outperform

IMOM Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

42.02

Negative

100DMA

39.11

Positive

200DMA

36.15

Positive

Market Momentum

MACD

0.28

Positive

RSI

38.78

Neutral

STOCH

24.55

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 43.95, equal to the 50-day MA of 42.02, and equal to the 200-day MA of 36.15, indicating a neutral trend. The MACD of 0.28 indicates Positive momentum. The RSI at 38.78 is Neutral, neither overbought nor oversold. The STOCH value of 24.55 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	―	―	$143.99M	0.38%	65 Neutral
JIRE	―	―	$9.94B	0.24%	68 Neutral
FENI	―	―	$8.10B	0.28%	66 Neutral
QUIZ	―	―	$66.25M	0.56%	67 Neutral
TACN	―	―	$18.58M	0.00%	66 Neutral
PQNT	―	―	$8.61M	0.30%	67 Neutral

Performance Comparison

IMOM

Alpha Architect International Quantitative Momentum ETF

41.49

13.97

50.76%

JIRE

JPMorgan International Research Enhanced Equity ETF

―

FENI

Fidelity Enhanced International ETF

―

QUIZ

Zacks Quality International ETF

―

TACN

T. Rowe Price Active Core International Equity ETF

―

PQNT

Pictet AI Enhanced 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.

Disclaimer

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.Date of analysis: ―

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