IMOM - ETF AI Analysis
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Alpha Architect International Quantitative Momentum ETF (IMOM)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Results
The fund has delivered solid gains so far this year, showing that its momentum-focused strategy has recently worked well.
Top Holdings with Strong Momentum
Several of the largest positions, such as Repsol, Millicom, and Glencore, have shown strong recent performance, helping drive the ETF’s returns.
Broad International and Sector Diversification
The ETF spreads its investments across many countries and sectors, which helps reduce the impact if any single market or industry struggles.
Negative Factors
Recent Short-Term Weakness
The fund has slipped over the past one and three months, which may signal near-term volatility or a pause in its momentum strategy.
Heavy Exposure to Japan
A large portion of the portfolio is invested in Japanese companies, so the fund is sensitive to economic and market conditions in that country.
Moderate Expense Ratio
While not extremely high, the fund’s fees are higher than many broad market index ETFs, which slightly reduces the net return to investors over time.
IMOM vs. SPDR S&P 500 ETF (SPY)
AUM153.80M
RegionDeveloped Markets
Expense Ratio0.38%
Beta0.96
IssuerAlpha Architect
Inception DateDec 23, 2015
Dividend Yield2.38%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume20,398
30 Day Avg. Volume15,587
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
48.74Price 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. It doesn’t track a traditional index, but follows a momentum theme, buying international stocks that have been rising in price and may continue to do well. It invests across many countries like Japan, Israel, and Australia, and in sectors such as technology, industrials, and energy. Well-known companies in the fund include Mitsui & Co and Glencore. Someone might invest in IMOM for growth potential and global diversification. A key risk is that momentum stocks can be volatile and the ETF’s value can go up and down sharply with market swings.
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 heavily into Japan and other developed markets outside North America, with trading houses like Marubeni, Mitsui, and Toyota Tsusho acting as key momentum engines despite some mixed recent moves. Energy names such as Repsol and INPEX are still rising, helping power the fund when commodity sentiment is strong, while ENEOS adds steady, if unspectacular, support. Millicom has been a standout climber, giving the portfolio a helpful boost, whereas Mitsubishi and Elbit Systems look a bit tired, occasionally putting a brake on overall performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Panasonic | 2.35% | $3.64M | ¥10.00T | 160.82% | 73 Outperform | |
| Ferrotec Holdings | 2.18% | $3.37M | ¥448.01B | 103.41% | 75 Outperform | |
| Infineon Technologies AG | 2.17% | $3.36M | €80.26B | 79.39% | 67 Neutral | |
| THK Co | 2.15% | $3.34M | ¥750.54B | 48.15% | 70 Neutral | |
| Tower | 2.10% | $3.26M | ₪74.72B | 359.63% | ― | |
| Glencore | 2.09% | $3.24M | £63.53B | 80.27% | 68 Neutral | |
| ASMPT Ltd | 2.09% | $3.23M | HK$63.41B | 122.71% | 58 Neutral | |
| NGK SPARK PLUG CO | 2.08% | $3.23M | ¥1.87T | 84.17% | 79 Outperform | |
| Rohm Co | 2.08% | $3.22M | ¥1.73T | 103.02% | 46 Neutral | |
| Rio Tinto Limited | 2.07% | $3.21M | AU$235.86B | 66.62% | 78 Outperform |
IMOM Technical Analysis
Positive
―
Price Trends
42.69
Negative
42.80
Negative
41.08
Positive
Market Momentum
-0.57
Negative
52.92
Neutral
79.50
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 40.95, equal to the 50-day MA of 42.69, and equal to the 200-day MA of 41.08, indicating a neutral trend. The MACD of -0.57 indicates Negative momentum. The RSI at 52.92 is Neutral, neither overbought nor oversold. The STOCH value of 79.50 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
Performance Comparison
IMOM
Alpha Architect International Quantitative Momentum ETF
41.87
8.64
26.00%
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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JIDE
JPMorgan International Dynamic ETF
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ENHI
iShares Enhanced International Active 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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