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US Momentum & Factors ETFs
- Pininvest Analysis
Momentum – selecting equities on the basis of observed price appreciation (usually over 6- to 12-month periods) – has historically contributed positively in identifying favorable company risk / return profiles
However, global market conditions evolve and segments by market capitalization, by sector or by region may respond differently over time – ultimately, the edge in identifying the ‘winners’ on momentum has to be tested against fundamental factors
‘Momentum’ funds offer a diversity of models relying on multifactor filters, applied to various market segments, combined in some cases with scaled volatility weighting
Performance / volatility profiles in our selection cover a wide range and will change with market conditions
We do not receive any commission or other form of compensation from the providers included in our 'Funds' presentation
US Momentum & Factors ETFs • Updated:
| Name | Ticker | Exchange | Category | SubCategory | Currency | Cur.Price | AUM | Perf. | Momentum | Vol. | Risk Contrib. | MDD |
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|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alpha Architect Value Momentum Trend ETF | VMOT | BATS | Factors | Momentum | USD | 26.83 | 62 M | 21.3% | Neutral | 14% | 2% | -12% |
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| Cambria Global Momentum ETF | GMOM | BATS | Multi-ETF Allocation | Conservative | USD | 27.85 | 91 M | 15.5% | Strong Up | 15% | 2% | -15% |
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| Elements Spectrum Large Cap US Sector Momentum Index ETN | EEH | NYSEARCA | US Market | LargeCap Momentum | USD | 27.41 | 4.3 M | 18.1% | Neutral | 35% | 2% | -31% |
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| Fidelity Momentum Factor ETF | FDMO | NYSEARCA | US Market | LargeCap Momentum | USD | 44.86 | 86 M | 31.0% | Neutral | 33% | 7% | -29% |
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| Invesco DWA Healthcare Momentum ETF | PTH | NASDAQ | Health Care | Momentum | USD | 163.14 | 168 M | 79.2% | Neutral | 41% | 8% | -14% |
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| Invesco DWA Industrials Momentum ETF | PRN | NASDAQ | Industrial Goods | InvestableMkt Momentum | USD | 100.69 | 81 M | 57.8% | Neutral | 38% | 8% | -30% |
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| Invesco DWA Momentum ETF | PDP | NASDAQ | US Market | Momentum | USD | 86.96 | 1.7 B | 41.6% | Neutral | 37% | 8% | -29% |
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| Invesco DWA SmallCap Momentum ETF | DWAS | NASDAQ | US Market | SmallCap Momentum | USD | 85.91 | 230 M | 64.7% | Neutral | 46% | 9% | -42% |
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| Invesco Dynamic Market ETF | PWC | NYSEARCA | US Market | LargeCap Growth | USD | 113.61 | 128 M | 28.4% | Neutral | 38% | 8% | -33% |
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| Invesco S&P 500 Momentum Portfolio | SPMO | NYSEARCA | US Market | LargeCap Momentum | USD | 52.24 | 58 M | 33.6% | Neutral | 36% | 7% | -27% |
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| Invesco S&P Emerging Markets Momentum Portfolio | EEMO | NASDAQ | Emerging Markets | InvestableMkt Momentum | USD | 20.15 | 6.2 M | 32.2% | Neutral | 39% | 7% | -35% |
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| iShares Edge MSCI USA Momentum Factor ETF | MTUM | NYSEARCA | US Market | LargeCap Momentum | USD | 162.90 | 10 B | 35.1% | Neutral | 36% | 8% | -30% |
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| Pacer Trendpilot 100 ETF | PTNQ | BATS | US Market | LargeCap Size | USD | 51.97 | 744 M | 32.3% | Neutral | 31% | 6% | -22% |
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| Pacer Trendpilot 750 ETF | PTLC | BATS | US Market | LargeCap Factors | USD | 33.25 | 3.0 B | 8.2% | Neutral | 23% | 4% | -21% |
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| SPDR Russell 1000 Momentum Focus | ONEO | NYSEARCA | US Market | LargeCap Momentum | USD | 89.03 | 313 M | 30.7% | Neutral | 36% | 7% | -35% |
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| SPDR® S&P® 1500 Momentum Tilt ETF | MMTM | NYSEARCA | US Market | Broad Market Momentum | USD | 162.16 | 57 M | 29.6% | Neutral | 33% | 7% | -28% |
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