IMOM - ETF AI Analysis

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Alpha Architect International Quantitative Momentum ETF (IMOM)

Rating:67Neutral

Price Target:―

IMOM, the Alpha Architect International Quantitative Momentum ETF, has a solid overall rating driven mainly by strong, growing companies like Northern Star Resources, Elbit Systems, and several Japanese industrial names that show robust financial performance and generally supportive technical trends. However, weaker holdings such as Bayer, which faces financial challenges and valuation issues, and several stocks with bearish or cautious technical signals and overvaluation concerns, hold the rating back somewhat. The main risk factor is that many top holdings share similar valuation and technical risks—such as high P/E ratios, leverage, or bearish momentum—so if market sentiment turns against these types of stocks, the ETF could be pressured.

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)

AUM137.54M

RegionDeveloped Markets

Expense Ratio0.39%

Beta0.85

IssuerAlpha Architect

Inception DateDec 23, 2015

Dividend Yield2.26%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume29,046

30 Day Avg. Volume19,857

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

45.38

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 is leaning hard into industrials and defense names overseas, with Japanese manufacturers like Nitto Boseki and IHI and European defense players such as Saab and Rheinmetall helping drive the fund’s recent upswing. These momentum names have generally been rising, giving the ETF a tailwind. On the flip side, Bayer looks more like dead weight, with financial and legal overhangs keeping its performance mixed despite a recent bounce. Overall, the fund is concentrated in developed markets outside North America, riding global industrial and defense momentum with a few troubled giants in tow.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
3110	Nitto Boseki Co	2.82%	$3.82M	¥562.15B	142.82%	70 Outperform
BAYN	Bayer	2.29%	$3.11M	€45.91B	110.72%	54 Neutral
SAAB.B	Saab AB	2.26%	$3.05M	kr382.41B	206.25%	70 Outperform
EVN	Evolution Mining	2.22%	$3.01M	AU$29.97B	216.76%	77 Outperform
7013	IHI	2.20%	$2.97M	¥3.84T	170.84%	70 Outperform
TKA	thyssenkrupp	2.17%	$2.94M	€6.90B	137.59%	59 Neutral
5706	Mitsui Kinzoku Co	2.15%	$2.91M	¥1.25T	374.32%	69 Neutral
RRL	Regis Resources Limited	2.13%	$2.89M	AU$6.34B	225.20%	78 Outperform
ESLT	Elbit Systems	2.11%	$2.86M	₪104.99B	140.72%	73 Outperform
NST	Northern Star Resources Ltd	2.10%	$2.85M	AU$39.61B	95.62%	76 Outperform

IMOM Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

38.67

Positive

100DMA

37.02

Positive

200DMA

34.33

Positive

Market Momentum

MACD

1.18

Negative

RSI

69.83

Neutral

STOCH

77.63

Neutral

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 41.10, equal to the 50-day MA of 38.67, and equal to the 200-day MA of 34.33, indicating a bullish trend. The MACD of 1.18 indicates Negative momentum. The RSI at 69.83 is Neutral, neither overbought nor oversold. The STOCH value of 77.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IMOM.

IMOM Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
IMOM	―	―	$137.54M	0.39%	―
JIRE	―	―	$9.95B	0.24%	―
FENI	―	―	$6.90B	0.28%	―
QUIZ	―	―	$66.29M	0.56%	―
TACN	―	―	$17.41M	0.00%	―
PQNT	―	―	$14.32M	0.30%	―

Performance Comparison

IMOM

Alpha Architect International Quantitative Momentum ETF

42.49

15.09

55.07%

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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