Education
About Us
Working with TipRanks
Follow Us
QMOM - ETF AI Analysis
Top Page
Alpha Architect U.S. Quantitative Momentum ETF (QMOM)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several of the largest positions, such as Bloom Energy and Insmed, have delivered strong year-to-date gains, supporting the fund’s overall performance.
Sector Diversification
The ETF spreads its investments across multiple sectors, including Technology, Industrials, and Financials, reducing reliance on any single industry.
Low Expense Ratio
With a competitive expense ratio of 0.29%, this ETF is cost-efficient compared to many actively managed funds.
Negative Factors
High U.S. Exposure
The ETF is almost entirely focused on U.S. companies, limiting diversification across global markets.
Mixed Performance
Recent performance has been inconsistent, with year-to-date returns slightly negative and one-month returns showing a decline.
Underperforming Holdings
Some top holdings, such as Twilio, have struggled with weak year-to-date performance, which may drag on the fund’s overall results.
QMOM vs. SPDR S&P 500 ETF (SPY)
AUM348.58M
RegionNorth America
Expense Ratio0.29%
Beta1.18
IssuerAlpha Architect
Inception DateDec 02, 2015
Dividend Yield0.53%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume22,814
30 Day Avg. Volume18,677
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
76.46Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering51
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
QMOM Summary
The Alpha Architect U.S. Quantitative Momentum ETF (QMOM) is an investment fund that focuses on U.S. stocks with strong price momentum, meaning it selects companies that have been performing well recently and may continue to do so. It includes a mix of industries, such as technology, industrials, and financials, with top holdings like Snowflake and Twilio. Investors might consider QMOM for potential growth, as it aims to capitalize on upward trends in stock prices. However, it’s important to know that momentum investing can be risky, as stocks with strong recent performance may experience sudden reversals, especially during volatile market conditions.
How much will it cost me?The Alpha Architect U.S. Quantitative Momentum ETF (QMOM) has an expense ratio of 0.29%, meaning you’ll pay $2.90 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, using a quantitative strategy to select stocks with strong momentum trends.
What would affect this ETF?The QMOM ETF, which focuses on U.S. stocks with strong momentum, could benefit from a thriving technology sector and economic growth that supports innovation and industrial expansion, as these are key areas of its portfolio. However, it may face challenges from rising interest rates, which can negatively impact high-growth sectors like technology and consumer cyclical, or from broader economic slowdowns that affect momentum-driven stocks. Regulatory changes or shifts in market sentiment could also influence the performance of its top holdings, such as Snowflake and Twilio.
QMOM Top 10 Holdings
QMOM’s positioning leans heavily into U.S. equities with a notable focus on technology and industrials, which together make up over half of the fund’s sector exposure. Stocks like Western Digital and Hecla Mining are rising stars, benefiting from strong financial recoveries and strategic achievements, while DoorDash’s mixed performance has been a drag, struggling to maintain consistent momentum. The fund’s momentum-driven strategy is evident, but its reliance on specific sectors and names means performance could be uneven, especially if tech or industrials face headwinds in the broader market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Praxis Precision Medicines | 2.90% | $10.12M | $6.87B | 251.26% | 58 Neutral | |
| Warner Bros | 2.30% | $8.03M | $72.44B | 175.24% | 68 Neutral | |
| Newmont Mining | 2.28% | $7.93M | $114.29B | 174.95% | 81 Outperform | |
| Tapestry | 2.27% | $7.93M | $26.65B | 96.74% | 69 Neutral | |
| Hecla Mining Company | 2.24% | $7.82M | $13.29B | 288.82% | 74 Outperform | |
| Citigroup | 2.23% | $7.76M | $217.50B | 70.37% | 68 Neutral | |
| Kratos Defense | 2.20% | $7.65M | $13.50B | 198.95% | 60 Neutral | |
| Jabil | 2.14% | $7.47M | $25.05B | 58.82% | 73 Outperform | |
| Flex | 2.14% | $7.46M | $23.50B | 60.76% | 74 Outperform | |
| RTX | 2.13% | $7.44M | $249.89B | 59.24% | 74 Outperform |
QMOM Technical Analysis
Positive
―
Price Trends
64.85
Positive
64.09
Positive
62.25
Positive
Market Momentum
0.49
Negative
59.08
Neutral
75.32
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For QMOM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 65.33, equal to the 50-day MA of 64.85, and equal to the 200-day MA of 62.25, indicating a bullish trend. The MACD of 0.49 indicates Negative momentum. The RSI at 59.08 is Neutral, neither overbought nor oversold. The STOCH value of 75.32 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for QMOM.
QMOM Peer Comparison
Comparison Results
Performance Comparison
QMOM
Alpha Architect U.S. Quantitative Momentum ETF
66.79
2.40
3.73%
PLDR
Putnam Sustainable Leaders ETF
―
―
―
SYLD
Cambria Shareholder Yield ETF
―
―
―
ABFL
Fcf Us Quality Etf
―
―
―
BGDV
Bahl & Gaynor Dividend ETF
―
―
―
EBI
Longview Advantage 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: ―
Table of Contents