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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 | 26.69 | 62 M | 22.3% | Neutral | 16% | 5% | -13% |
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| Cambria Global Momentum ETF | GMOM | BATS | Multi-ETF Allocation | Conservative | USD | 30.32 | 91 M | 30.5% | Weak Up | 13% | 3% | -7% |
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| Elements Spectrum Large Cap US Sector Momentum Index ETN | EEH | NYSEARCA | US Market | LargeCap Momentum | USD | 30.80 | 4.3 M | 41.9% | Weak Up | 21% | 4% | -11% |
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| Fidelity Momentum Factor ETF | FDMO | NYSEARCA | US Market | LargeCap Momentum | USD | 45.55 | 86 M | 31.0% | Neutral | 21% | 7% | -12% |
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| Invesco DWA Healthcare Momentum ETF | PTH | NASDAQ | Health Care | Momentum | USD | 146.95 | 168 M | 27.2% | Weak Down | 35% | 10% | -25% |
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| Invesco DWA Industrials Momentum ETF | PRN | NASDAQ | Industrial Goods | InvestableMkt Momentum | USD | 98.29 | 81 M | 54.1% | Neutral | 26% | 8% | -12% |
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| Invesco DWA Momentum ETF | PDP | NASDAQ | US Market | Momentum | USD | 83.74 | 1.7 B | 32.3% | Neutral | 23% | 8% | -13% |
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| Invesco DWA SmallCap Momentum ETF | DWAS | NASDAQ | US Market | SmallCap Momentum | USD | 83.75 | 230 M | 71.2% | Neutral | 32% | 10% | -17% |
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| Invesco Dynamic Market ETF | PWC | NYSEARCA | US Market | LargeCap Growth | USD | 119.85 | 128 M | 45.8% | Neutral | 21% | 7% | -10% |
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| Invesco S&P 500® Momentum Portfolio | SPMO | NYSEARCA | US Market | LargeCap Momentum | USD | 53.38 | 58 M | 30.4% | Neutral | 21% | 7% | -11% |
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| iShares Edge MSCI USA Momentum Factor ETF | MTUM | NYSEARCA | US Market | LargeCap Momentum | USD | 162.06 | 10 B | 31.7% | Neutral | 24% | 8% | -16% |
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| Pacer Trendpilot 100 ETF | PTNQ | BATS | US Market | LargeCap Size | USD | 52.60 | 744 M | 34.5% | Neutral | 19% | 6% | -13% |
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| Pacer Trendpilot 750 ETF | PTLC | BATS | US Market | LargeCap Factors | USD | 36.11 | 3.0 B | 33.8% | Neutral | 17% | 5% | -10% |
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| SPDR Russell 1000 Momentum Focus | ONEO | NYSEARCA | US Market | LargeCap Momentum | USD | 97.47 | 313 M | 54.9% | Weak Up | 18% | 5% | -10% |
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| SPDR® S&P® 1500 Momentum Tilt ETF | MMTM | NYSEARCA | US Market | Broad Market Momentum | USD | 173.83 | 57 M | 38.1% | Neutral | 19% | 6% | -11% |
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