Strategy

Momentum & Quality ETFs

Momentum funds rotate into whatever is working, with periodic sharp reversals. Quality factor funds are the calmer cousin: high ROE, stable earnings, low leverage.

Sort4 funds

QUAL

iShares MSCI USA Quality Factor ETF

iShares

High return on equity, stable earnings and low leverage: momentum's calmer cousin.

Fee: 0.15%
AUM: $52.1B
Yield: 1.0%

1Y: +17.8%
5Y ann.: +14.6%
10Y ann.: —
All-time: —

MTUM

iShares MSCI USA Momentum Factor ETF

iShares

Rotates into stocks with the strongest risk-adjusted 6 and 12-month returns.

Fee: 0.15%
AUM: $18.4B
Yield: 0.7%

1Y: +27.6%
5Y ann.: +15.1%
10Y ann.: —
All-time: —

SPHQ

Invesco S&P 500 Quality ETF

Invesco

Top quality scores inside the S&P 500, weighted by quality times market cap.

Fee: 0.15%
AUM: $13.6B
Yield: 1.1%

1Y: +16.4%
5Y ann.: +14.1%
10Y ann.: —
All-time: —

PDP

Invesco Dorsey Wright Momentum ETF

Invesco

Relative-strength ranking with more frequent rebalancing than MTUM.

Fee: 0.62%
AUM: $1.4B
Yield: 0.3%

1Y: +22.4%
5Y ann.: +12.4%
10Y ann.: —
All-time: —