QMOM ranks 4th and SMOM 7th of 20 funds in the US Active Momentum Category.
QMOM vs SMOM
QMOM −0.35pt a year
0.28%0.63%
QMOM 2.4×the volume
20.3K8.62K
QMOM vs SMOM Performance
+4.0%+13.3%
- QMOM 0.28%, better
- SMOM 0.63%
- QMOM $408M
- SMOM $76M
- QMOM +4.0%
- SMOM +13.3%, better
- QMOM 0.51%
- SMOM
- QMOM 66
- SMOM 4
- QMOM 20.3K sh, better
- SMOM 8.62K sh
- QMOM $69.42
- SMOM $29.95
ETF.net Grade
| Pillar | QMOM | SMOM |
|---|---|---|
| Cost | A86Higher | B57 |
| Mission | B64 | |
| Risk | D38 | A93Higher |
| Tradability | A78Higher | B62 |
| Holdings | A77Higher | D34 |
| Durability | A88Higher | D31 |
Rank among US Active Momentum funds
Same Category. QMOM and SMOM are both graded against the same 20 US Active Momentum funds, so their Grades compare head to head.
Our read on each fund
QMOMA
SMOMB
In short
QMOM Momentum, undiluted. Where most factor funds spread the bet across hundreds of names, QMOM concentrates on roughly 50 of the strongest-trending U.S. stocks, with a quality screen layered on top.
SMOM Most momentum funds rank individual stocks. SMOM ranks the 11 S&P 500 sectors, tilting toward whichever show the strongest relative trend and shifting as leadership rotates. An active, rules-based twist on a well-worn factor.
Stated mandate
QMOM QMOM seeks long-term capital appreciation by maintaining consistent exposure to the strongest-momentum stocks in the U.S. market.
SMOM The Fund seeks long-term capital appreciation.
Why people hold it
Worth knowing
QMOM vs SMOM Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
QMOM vs SMOM Cost
Overpaying SMOM vs QMOM
$6,604
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
QMOM 0.28%
$5,755
SMOM 0.63%
$12,359
Cost over time
Year by year
| Year | QMOM | SMOM | Overpaying |
|---|---|---|---|
| 10 | $509 | $1,128 | $619 |
| 20 | $1,976 | $4,311 | $2,335 |
| 30 | $5,755 | $12,359 | $6,604 |
- 0.28%QMOM, cheaper
- 0.63%SMOM
- Middle half of US Active Momentum funds
- Median 0.64%
QMOM 4th cheapest of 20 funds
SMOM 10th cheapest of 20 funds
QMOM vs SMOM Dividends
- QMOM 0.51%
- SMOM
- QMOM $0.35
- SMOM
- QMOM $0.35
- SMOM $0.04
- QMOM Dec 23, 2025
- SMOM Dec 30, 2025
- QMOM Dec 24, 2025
- SMOM Jan 7, 2026
- QMOM Annual
- SMOM Irregular
Distribution history
QMOM vs SMOM Risk
Fall from peak · 5 years
Risk facts
- Volatility
- QMOM 20.0%SMOM 10.6%
- Return per unit of risk
- QMOM 0.84SMOM 0.97
- Worst fall
- QMOM −26.8%SMOM −7.5%
- Market sensitivity
- QMOM 1.32SMOM 0.71
QMOM and SMOM in the news
Popular comparisons
- 0.28% · 0.12%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.63% · 0.12%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.28% · 0.15%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.63% · 0.15%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.28% · 0.13%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.63% · 0.13%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
