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QMOM
+3.95 · +6.07%
$69.01 · BATS

Alpha Architect U.S. Quantitative Momentum ETF (QMOM) ETF Analysis | Mid-Cap Growth

Alpha Architect · United States
AUM:$388.7M
#– of – in Mid-Cap Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 17.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.29% — competitive for the exposure provided.

What is QMOM?

Under normal circumstances,the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in U. - listed companies that meet the Sub-Adviser"s definition of momentum ("Momentum Companies ").

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
QMOM delivered 17.9% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.29% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 24.0% of the ETF — exposure spread across many positions.
ETF Information
AUM$388.7M
Expense Ratio0.29%
Dividend Yield0.52%
Holdings50
Inception DateDec 2015
DomicileUnited States
DistributionNA
Index–
ProviderAlpha Architect
Beta1.35
CategoryMid-Cap Growth
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-0.1%
1Y
+15.6%
3Y
+66.4%
5Y
+48.8%
OpenBook InsightIf you had invested £10,000 in QMOM 5 years ago, it would have grown to £14,876 — a gain of £4,876.

Annual Returns

Calendar year performance

QMOM delivered positive returns in 4 of the last 5 calendar years.
YearQMOM
2026 YTD+9.9%
2025+1.4%
2024+32.2%
2023+13.8%
2022-6.6%
CAGR 4yr+9.3%
4/5 positive yearsAvg return: +10.1%Worst year: -6.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
26.5%
Moderate
Momentum
-0.9%
30-day change
Support Level
73.08
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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