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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. | Vol. | Risk Contrib. | MDD |
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| Alpha Architect Value Momentum Trend ETF | VMOT | BATS | Factors | Momentum | USD | 23.98 | 62 M | -2.3% | 15% | 3% | -22% |
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| Barclays ETN+ S&P VEQTOR ETN | VQT | NYSEARCA | US Market | Limited Downside Protection | USD | 199.50 | 10 M | 23.8% | 25% | 0% | -19% |
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| Cambria Global Momentum ETF | GMOM | BATS | Multi-ETF Allocation | Conservative | USD | 24.78 | 91 M | -1.1% | 14% | 2% | -20% |
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| Elements Spectrum Large Cap US Sector Momentum Index ETN | EEH | NYSEARCA | US Market | LargeCap Momentum | USD | 25.33 | 4.3 M | 12.4% | 36% | 2% | -36% |
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| Fidelity Momentum Factor ETF | FDMO | NYSEARCA | US Market | LargeCap Momentum | USD | 41.67 | 86 M | 18.8% | 33% | 7% | -34% |
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| Invesco DWA Healthcare Momentum ETF | PTH | NASDAQ | Health Care | Momentum | USD | 147.00 | 168 M | 70.2% | 39% | 7% | -28% |
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| Invesco DWA Industrials Momentum ETF | PRN | NASDAQ | Industrial Goods | InvestableMkt Momentum | USD | 84.53 | 81 M | 26.0% | 36% | 8% | -36% |
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| Invesco DWA Momentum ETF | PDP | NASDAQ | US Market | Momentum | USD | 81.87 | 1.7 B | 31.4% | 36% | 8% | -35% |
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| Invesco DWA SmallCap Momentum ETF | DWAS | NASDAQ | US Market | SmallCap Momentum | USD | 68.33 | 230 M | 29.8% | 44% | 9% | -46% |
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| Invesco Dynamic Market ETF | PWC | NYSEARCA | US Market | LargeCap Growth | USD | 98.84 | 128 M | 3.1% | 37% | 8% | -38% |
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| Invesco S&P 500 Momentum Portfolio | SPMO | NYSEARCA | US Market | LargeCap Momentum | USD | 50.43 | 58 M | 25.7% | 36% | 8% | -31% |
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| Invesco S&P Emerging Markets Momentum Portfolio | EEMO | NASDAQ | Emerging Markets | InvestableMkt Momentum | USD | 17.82 | 6.2 M | 8.7% | 38% | 7% | -42% |
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| iShares Edge MSCI USA Momentum Factor ETF | MTUM | NYSEARCA | US Market | LargeCap Momentum | USD | 151.22 | 10 B | 24.1% | 36% | 8% | -34% |
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| Pacer Trendpilot 100 ETF | PTNQ | BATS | US Market | LargeCap Size | USD | 49.94 | 744 M | 30.0% | 32% | 7% | -28% |
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| Pacer Trendpilot 750 ETF | PTLC | BATS | US Market | LargeCap Factors | USD | 31.29 | 3.0 B | -3.8% | 23% | 4% | -27% |
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| SPDR Russell 1000 Momentum Focus | ONEO | NYSEARCA | US Market | LargeCap Momentum | USD | 80.49 | 313 M | 7.2% | 37% | 8% | -41% |
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| SPDR® S&P® 1500 Momentum Tilt ETF | MMTM | NYSEARCA | US Market | Broad Market Momentum | USD | 153.86 | 57 M | 16.8% | 33% | 7% | -34% |
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