QMOM Is Struggling, Consider Other Options

Momentum investing remains attractive, but choosing the right ETF is critical, due to varying risk and return profiles. I rate Alpha Architect U.S. Quantitative Momentum ETF as a Hold; its quantitative approach and frequent rebalancing lead to underperformance, high risk, and low momentum compared to peers. SPMO and MTUM offer stronger returns, lower risk, and better exposure to leading large-cap stocks, making them superior alternatives for momentum investing.

Seeking Alpha • Jul 31, 2025

QMOM: Compelling For Swing-Trading, Not For The Long Term

The Alpha Architect U.S. Quantitative Momentum ETF holds 50 trending stocks, with a focus on mid-caps, consumer discretionary and industrials. Despite outperforming in certain periods, QMOM has lagged the Russell 1000 benchmark and key competitors since its inception in 2015. QMOM's volatility may benefit swing traders, but it lacks long-term attractiveness even within the momentum ETF category.

Seeking Alpha • Jan 5, 2025

QMOM: A Momentum ETF At Attractive Valuation

Alpha Architect U.S. Quantitative Momentum ETF offers exposure to top-performing stocks using momentum strategies while maintaining reasonable valuations, with a P/E ratio of 18.9x. QMOM's portfolio is diversified across mid-caps and various sectors, with low exposure to technology and mega caps, providing a great diversification opportunity. Despite its low mega-cap exposure, QMOM has achieved competitive gains, making it a compelling option for investors seeking to benefit from the broadening market leadership.

Seeking Alpha • Oct 4, 2024

QMOM: A Pure Play On The Momentum Factor

Alpha Architect U.S. Quantitative Momentum ETF offers exposure to high momentum stocks through a systematic approach with quarterly rebalancing. The QMOM ETF's multistep screening process focuses on sustainable momentum characteristics while avoiding higher valuations and risk. QMOM has performed in line with iShares MSCI USA Momentum Factor ETF since late 2020, with an edge due to equal weighting and continuous adjustment to new momentum dynamics.

Seeking Alpha • Jul 22, 2024

QMOM: Research-Based Momentum ETF

Alpha Architect U.S. Quantitative Momentum ETF (QMOM) is an actively managed fund implementing a scientifically designed strategy. Surprisingly, the current portfolio is attractive regarding both valuation and growth metrics. It is heavy in industrials and mid-caps. QMOM has outperformed in some time frames, but performance since December 2015 is underwhelming. It seems to be an excellent swing-trading instrument, but an average long-term investment.

Seeking Alpha • May 7, 2024

QMOM: Midcap Momentum Fund Up +17% This Year

The Alpha Architect U.S. Quantitative Momentum ETF has outperformed most equity ETFs, with a +17% return in 2024. QMOM follows a momentum-based strategy, identifying stocks that are experiencing an uptrend and building a portfolio exclusively with those names. The fund starts with 1,500 US equities and proceeds to eliminate illiquid securities, REITs, ADRs, and companies with limited financial data.

Seeking Alpha • May 8, 2024

Gold ETFs: The top funds to gain commodity exposure

Gold prices (GC=F) have shot up to an all-time high earlier this week as the commodity rallies this late into 2023. VettaFi Financial Futurist Dave Nadig is calling gold an "inbetweener asset" positively performing in the middle of bonds and stocks this year.

Yahoo Finance • Dec 6, 2023

Wall Street Hits 2-Year Best Mark: Momentum ETFs to Play

Wall Street appears ready to rally, with the S&P 500 notching its eight straight days of gains on Wednesday and the Nasdaq continuing its own streak for nine successive sessions.

Zacks Investment Research • Nov 9, 2023

5 Momentum ETFs That You Can Bet On

Momentum investing is an investment strategy that aims to capitalize on the continuance of an existing market trend.

Zacks Investment Research • Jun 8, 2023

Wall Street On the Brink of Rally? Momentum ETFs to Tap

Amid Debt Ceiling hope and positive Q1 results from Walmart, Wall Street looks poised for a significant rally. Now might be the time to consider Momentum ETFs.

Zacks Investment Research • May 19, 2023