Alpha Architect US Quantitative Momentum ETF

QMOM

Market cap $336M

Overview Fund Activity

64.15 USD

-0.57

0.88%

At close Updated Sep 16, 1:45 PM EDT

1 day

-0.88%

5 days

-0.02%

1 month

2.33%

3 months

2.2%

6 months

9.21%

Year to date

-0.88%

1 year

4.6%

5 years

61.02%

10 years

157.42%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

225% more call options, than puts

Call options by funds: $338K | Put options by funds: $104K

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 4 (+1) [Q2]

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

16% more capital invested

Capital invested by funds: $151M [Q1] → $174M (+$23.6M) [Q2]

9% more funds holding

Funds holding: 55 [Q1] → 60 (+5) [Q2]

2.59% more ownership

Funds ownership: 50.46% [Q1] → 53.05% (+2.59%) [Q2]

See Fund Rankings

Financial journalist opinion

QMOM Is Struggling, Consider Other Options

Momentum investing remains attractive, but choosing the right ETF is critical, due to varying risk and return profiles. I rate Alpha Architect U.S. Quantitative Momentum ETF as a Hold; its quantitative approach and frequent rebalancing lead to underperformance, high risk, and low momentum compared to peers. SPMO and MTUM offer stronger returns, lower risk, and better exposure to leading large-cap stocks, making them superior alternatives for momentum investing.

QMOM Is Struggling, Consider Other Options

QMOM: Compelling For Swing-Trading, Not For The Long Term

The Alpha Architect U.S. Quantitative Momentum ETF holds 50 trending stocks, with a focus on mid-caps, consumer discretionary and industrials. Despite outperforming in certain periods, QMOM has lagged the Russell 1000 benchmark and key competitors since its inception in 2015. QMOM's volatility may benefit swing traders, but it lacks long-term attractiveness even within the momentum ETF category.

QMOM: Compelling For Swing-Trading, Not For The Long Term

QMOM: A Momentum ETF At Attractive Valuation

Alpha Architect U.S. Quantitative Momentum ETF offers exposure to top-performing stocks using momentum strategies while maintaining reasonable valuations, with a P/E ratio of 18.9x. QMOM's portfolio is diversified across mid-caps and various sectors, with low exposure to technology and mega caps, providing a great diversification opportunity. Despite its low mega-cap exposure, QMOM has achieved competitive gains, making it a compelling option for investors seeking to benefit from the broadening market leadership.

QMOM: A Momentum ETF At Attractive Valuation

QMOM: A Pure Play On The Momentum Factor

Alpha Architect U.S. Quantitative Momentum ETF offers exposure to high momentum stocks through a systematic approach with quarterly rebalancing. The QMOM ETF's multistep screening process focuses on sustainable momentum characteristics while avoiding higher valuations and risk. QMOM has performed in line with iShares MSCI USA Momentum Factor ETF since late 2020, with an edge due to equal weighting and continuous adjustment to new momentum dynamics.

QMOM: A Pure Play On The Momentum Factor

QMOM: Midcap Momentum Fund Up +17% This Year

The Alpha Architect U.S. Quantitative Momentum ETF has outperformed most equity ETFs, with a +17% return in 2024. QMOM follows a momentum-based strategy, identifying stocks that are experiencing an uptrend and building a portfolio exclusively with those names. The fund starts with 1,500 US equities and proceeds to eliminate illiquid securities, REITs, ADRs, and companies with limited financial data.

QMOM: Research-Based Momentum ETF

Alpha Architect U.S. Quantitative Momentum ETF (QMOM) is an actively managed fund implementing a scientifically designed strategy. Surprisingly, the current portfolio is attractive regarding both valuation and growth metrics. It is heavy in industrials and mid-caps. QMOM has outperformed in some time frames, but performance since December 2015 is underwhelming. It seems to be an excellent swing-trading instrument, but an average long-term investment.

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