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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 | 27.65 | 62 M | 19.7 % | Neutral | 17 % | 6 % | -13 % |
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| Cambria Global Momentum ETF | GMOM | BATS | Multi-ETF Allocation | Conservative | USD | 29.38 | 91 M | 20.1 % | Weak Down | 14 % | 4 % | -9 % |
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| Elements Spectrum Large Cap US Sector Momentum Index ETN | EEH | NYSEARCA | US Market | LargeCap Momentum | USD | 31.10 | 4.3 M | 32.3 % | Neutral | 21 % | 5 % | -11 % |
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| Fidelity Momentum Factor ETF | FDMO | NYSEARCA | US Market | LargeCap Momentum | USD | 49.73 | 86 M | 27.2 % | Neutral | 20 % | 7 % | -12 % |
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| Invesco DWA Healthcare Momentum ETF | PTH | NASDAQ | Health Care | Momentum | USD | 165.56 | 168 M | 21.8 % | Neutral | 34 % | 10 % | -25 % |
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| Invesco DWA Industrials Momentum ETF | PRN | NASDAQ | Industrial Goods | InvestableMkt Momentum | USD | 101.00 | 81 M | 41.1 % | Neutral | 25 % | 8 % | -13 % |
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| Invesco DWA Momentum ETF | PDP | NASDAQ | US Market | Momentum | USD | 91.56 | 1.7 B | 24.7 % | Neutral | 22 % | 8 % | -13 % |
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| Invesco DWA SmallCap Momentum ETF | DWAS | NASDAQ | US Market | SmallCap Momentum | USD | 84.65 | 230 M | 49.0 % | Neutral | 32 % | 11 % | -17 % |
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| Invesco Dynamic Market ETF | PWC | NYSEARCA | US Market | LargeCap Growth | USD | 122.11 | 128 M | 31.2 % | Neutral | 19 % | 7 % | -10 % |
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| Invesco S&P 500® Momentum Portfolio | SPMO | NYSEARCA | US Market | LargeCap Momentum | USD | 60.66 | 58 M | 29.9 % | Weak Up | 20 % | 7 % | -11 % |
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| iShares Edge MSCI USA Momentum Factor ETF | MTUM | NYSEARCA | US Market | LargeCap Momentum | USD | 175.03 | 10 B | 24.9 % | Neutral | 23 % | 8 % | -16 % |
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| Pacer Trendpilot 100 ETF | PTNQ | BATS | US Market | LargeCap Size | USD | 56.24 | 744 M | 22.7 % | Weak Up | 16 % | 5 % | -13 % |
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| Pacer Trendpilot 750 ETF | PTLC | BATS | US Market | LargeCap Factors | USD | 38.47 | 3.0 B | 34.1 % | Weak Up | 15 % | 5 % | -10 % |
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| SPDR Russell 1000 Momentum Focus | ONEO | NYSEARCA | US Market | LargeCap Momentum | USD | 99.87 | 313 M | 39.9 % | Neutral | 15 % | 5 % | -8 % |
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| SPDR® S&P® 1500 Momentum Tilt ETF | MMTM | NYSEARCA | US Market | Broad Market Momentum | USD | 185.10 | 57 M | 30.3 % | Neutral | 18 % | 6 % | -11 % |
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