IMOM - ETF AI Analysis
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Alpha Architect International Quantitative Momentum ETF (IMOM)
Rating:64Neutral
Price Target:―
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)
AUM138.29M
RegionDeveloped Markets
Expense Ratio0.38%
Beta0.90
IssuerAlpha Architect
Inception DateDec 23, 2015
Dividend Yield2.35%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume13,224
30 Day Avg. Volume25,631
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
45.47Price 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 is leaning hard into industrials and defense, with names like Elbit Systems, Leonardo, and Saab acting as key engines of momentum, rising on solid growth but with some signs they may be running a bit hot. Lynas Rare Earths and Enlight Renewable Energy add a materials-and-clean-energy twist, also trending higher and helping drive returns. Millicom is another quiet contributor, moving steadily in the right direction. With holdings spread across developed markets outside North America, this is a globally focused, sector-tilted fund rather than a Big Tech story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Tower | 3.09% | $4.19M | ₪69.56B | 497.14% | ― | |
| Elbit Systems | 2.71% | $3.68M | ₪129.26B | 153.25% | 73 Outperform | |
| Lynas Rare Earths | 2.54% | $3.45M | AU$19.54B | 201.15% | 62 Neutral | |
| Millicom International Cellular SA | 2.46% | $3.34M | $13.51B | 188.67% | 71 Outperform | |
| Enlight Renewable Energy | 2.29% | $3.11M | $9.46B | 348.89% | 77 Outperform | |
| RWE AG | 2.25% | $3.06M | €43.89B | 87.10% | 69 Neutral | |
| Leonardo Spa | 2.25% | $3.05M | €35.81B | 58.04% | 60 Neutral | |
| FOOD & LIFE COMPANIES | 2.23% | $3.03M | ¥1.12T | 160.56% | 67 Neutral | |
| Kandenko Co., Ltd. | 2.11% | $2.87M | ¥1.24T | 110.53% | 69 Neutral | |
| Nippon Electric Glass Co | 2.10% | $2.86M | ¥520.05B | 94.64% | 61 Neutral |
IMOM Technical Analysis
Positive
―
Price Trends
42.17
Negative
40.14
Positive
37.07
Positive
Market Momentum
-0.58
Negative
50.41
Neutral
85.65
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IMOM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 40.42, equal to the 50-day MA of 42.17, and equal to the 200-day MA of 37.07, indicating a neutral trend. The MACD of -0.58 indicates Negative momentum. The RSI at 50.41 is Neutral, neither overbought nor oversold. The STOCH value of 85.65 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IMOM.
IMOM Peer Comparison
Comparison Results
Performance Comparison
IMOM
Alpha Architect International Quantitative Momentum ETF
40.99
16.54
67.65%
JIRE
JPMorgan International Research Enhanced Equity ETF
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FENI
Fidelity Enhanced International ETF
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QUIZ
Zacks Quality International ETF
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TACN
T. Rowe Price Active Core International Equity ETF
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PQNT
Pictet AI Enhanced International Equity 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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