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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 | 25.08 | 72 M | -0.1% | 10% | 4% | -9% |
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| Barclays ETN+ S&P VEQTOR ETN | VQT | NYSEARCA | US Market | Limited Downside Protection | USD | 168.05 | 10 M | 8.7% | 9% | 3% | -8% |
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| Cambria Global Momentum ETF | GMOM | BATS | Multi-ETF Allocation | Conservative | USD | 25.90 | 101 M | 7.7% | 6% | 2% | -3% |
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| Elements Spectrum Large Cap US Sector Momentum Index ETN | EEH | NYSEARCA | US Market | LargeCap Momentum | USD | 24.04 | 4.3 M | 27.5% | 12% | 4% | -5% |
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| Fidelity Momentum Factor ETF | FDMO | NYSEARCA | US Market | LargeCap Momentum | USD | 38.08 | 102 M | 23.0% | 12% | 6% | -7% |
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| Invesco DWA Healthcare Momentum ETF | PTH | NASDAQ | Health Care | Momentum | USD | 93.22 | 166 M | 20.5% | 21% | 9% | -15% |
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| Invesco DWA Industrials Momentum ETF | PRN | NASDAQ | Industrial Goods | InvestableMkt Momentum | USD | 71.37 | 106 M | 31.3% | 18% | 8% | -15% |
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| Invesco DWA Momentum ETF | PDP | NASDAQ | US Market | Momentum | USD | 67.08 | 1.8 B | 30.9% | 13% | 7% | -6% |
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| Invesco DWA SmallCap Momentum ETF | DWAS | NASDAQ | US Market | SmallCap Momentum | USD | 57.21 | 250 M | 22.6% | 17% | 8% | -13% |
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| Invesco Dynamic Market ETF | PWC | NYSEARCA | US Market | LargeCap Growth | USD | 100.45 | 144 M | 9.6% | 13% | 6% | -10% |
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| Invesco S&P 500 Momentum Portfolio | SPMO | NYSEARCA | US Market | LargeCap Momentum | USD | 43.54 | 67 M | 23.4% | 11% | 6% | -6% |
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| Invesco S&P Emerging Markets Momentum Portfolio | EEMO | NASDAQ | Emerging Markets | InvestableMkt Momentum | USD | 17.41 | 6.2 M | 13.8% | 14% | 5% | -9% |
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| iShares Edge MSCI USA Momentum Factor ETF | MTUM | NYSEARCA | US Market | LargeCap Momentum | USD | 132.01 | 10 B | 28.4% | 12% | 6% | -6% |
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| Pacer Trendpilot 100 ETF | PTNQ | BATS | US Market | LargeCap Size | USD | 42.08 | 750 M | 28.6% | 15% | 8% | -11% |
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| Pacer Trendpilot 750 ETF | PTLC | BATS | US Market | LargeCap Factors | USD | 33.97 | 3.2 B | 17.9% | 11% | 6% | -7% |
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| SPDR Russell 1000 Momentum Focus | ONEO | NYSEARCA | US Market | LargeCap Momentum | USD | 78.34 | 355 M | 17.8% | 12% | 6% | -7% |
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| SPDR® S&P® 1500 Momentum Tilt ETF | MMTM | NYSEARCA | US Market | Broad Market Momentum | USD | 141.29 | 63 M | 25.9% | 11% | 6% | -6% |
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