S&P 500 Momentum Continued Its Dominant Run in May

Physics tells us that something in motion stays in motion. With a month-to-date gain of 7.4% for momentum, according to data from S&P Global, other style-box factors essentially got out of momentum's way.

ETF Trends • Jun 5, 2026

How Momentum ETF MFMO Has Outpaced Rivals & Volatility YTD

Could now be the time for factor investing to thrive? Most investors already have significant exposures to market leading tech stocks which dominate overall performance.

ETF Trends • Apr 17, 2026

FDMO: Momentum Investing Can Beat The S&P 500 In 2026

The Fidelity Momentum Factor ETF is rated a buy, supported by robust earnings growth, anticipated rate cuts, and strong economic expansion. FDMO's momentum strategy, sector diversification, and monthly rebalancing have delivered a 100% price return over three years, outpacing the S&P 500. FDMO's portfolio is tech-heavy, with the Magnificent 7 and other high-momentum stocks driving returns; its valuation premium is justified by growth prospects.

Seeking Alpha • Jan 31, 2026

FDMO: Momentum ETF With A Touch Of Sentiment

Fidelity Momentum Factor ETF targets large and mid-cap stocks using technical and sentiment-based metrics, with sector-neutral and cap-weighted construction. FDMO has outperformed the Russell 1000 since inception and delivered a 6.8% excess return over the past 12 months. While FDMO suits long-term momentum exposure and tactical ETF allocation, SPMO offers a stronger track record using a purely technical approach.

Seeking Alpha • Jan 29, 2026

FDMO: Downgrading As Market Risks Are Rising

The Fidelity Momentum Factor ETF has outperformed the S&P 500 recently, but much of its gains are concentrated in short bursts. I am downgrading FDMO to Hold, as high market valuations and the fund's momentum strategy increase downside risk in a potential correction. VOO offers a lower expense ratio, higher yield, and less volatility, making it a safer choice for broad market exposure at current valuations.

Seeking Alpha • Oct 6, 2025

FDMO: A Momentum ETF Blending Broad-Based Approach And Controlled Volatility

FDMO provides disciplined momentum exposure with a balanced sector allocation, favoring mega-cap tech leaders and maintaining volatility in line with the Russell 1000. The fund's growth profile and historical performance nearly match the benchmark, outperforming most momentum peers, though trading liquidity is moderate. FDMO trades at a premium valuation, reflecting its high-growth holdings, but offers strong risk-adjusted returns and resilience during downturns.

Seeking Alpha • Jul 16, 2025

Ride The Inevitable Market Rebound With Fidelity Momentum Factor ETF

The Fidelity Momentum Factor ETF is recommended for its potential to capture market gains post-volatility, supported by historical VIX data indicating market rebounds. FDMO offers enhanced gains without the higher risks and fees of leveraged funds, benefiting from mid-cap stock inclusion and trading at a discount to NAV. The fund has a strong track record, low fees, and a four-star Morningstar rating, making it a compelling option for long-term investors.

Seeking Alpha • Apr 27, 2025

Selected ETFs To Watch In 2025

Following on last week's top 10 list, this week's blog focuses on ETFs related to the stocks in the list. For this week, we then screened for ETFs that contained each stock that were also rated 5 (Strong Buy), focusing on the ETF that held the stock in the greatest percentage, then traveling down the lists of ETFs that held it until we found one rated 5. This resulted in a list of Strong Buy 5 rated ETFs that held at least one Strong Buy 5 rated stock as a major holding.

Seeking Alpha • Feb 1, 2025

FDMO: A Short-Term Play With Long-Term Challenges

FDMO's momentum strategy can capture short-term gains but often underperforms during market trend reversals, leading to higher downside risks. The fund's high turnover ratio of 119% results in increased transaction costs, reducing long-term performance compared to the S&P 500. Despite strong returns in trending markets, FDMO's long-term returns have lagged behind the S&P 500 due to higher expenses and turnover.

Seeking Alpha • Jan 29, 2025

FDMO: Not The Best Outlook For This Momentum ETF

The Fidelity Momentum Factor ETF focuses on large and mid-cap U.S. companies with strong momentum indicators, closely mirroring the Russell 1000 Index. FDMO's high exposure to mega caps has driven recent outperformance but may face challenges due to high valuations and if market leadership broadens to other sectors. Despite strong short-term gains, FDMO's five-year performance lags behind the Russell 1000 and peers, leading to a neutral stance on the fund.

Seeking Alpha • Oct 15, 2024