IMOM vs. MGMT ETF Comparison
Comparison of International Quantitative Momentum ETF (IMOM) to Ballast Small/Mid Cap ETF (MGMT)
IMOM
International Quantitative Momentum ETF
IMOM Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily-generally greater than 80%, but at least 65% of its net assets, plus any borrowings for investment purposes-in equity securities of international companies that Empowered Funds, LLC ("the Adviser") believes, based on quantitative analysis, have positive momentum. A "momentum" style of investing emphasizes investing in securities that have had higher recent total return performance compared to other securities. It is non-diversified.
Grade (RS Rating)
Last Trade
$28.41
Average Daily Volume
5,969
4
MGMT
Ballast Small/Mid Cap ETF
MGMT Description
The investment seeks to generate positive risk adjusted returns. Under normal circumstances, the fund invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities (principally common stocks) of domestic companies with small to medium market capitalizations. It may also invest all or substantially all of its assets in cash and cash equivalents, including money market funds and other short-term fixed income investments, in seeking to protect principal, or when, in the Adviser's opinion, there are not sufficient companies appropriate for investment.Grade (RS Rating)
Last Trade
$35.55
Average Daily Volume
15,278
46
Performance
| Period | IMOM | MGMT |
|---|---|---|
| 30 Days | -0.98% | -1.12% |
| 60 Days | 1.00% | -2.92% |
| 90 Days | -1.46% | -3.97% |
| 12 Months | 17.72% | 2.15% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IMOM | Weight in MGMT | Overlap |
|---|
IMOM Underweight 46 Positions Relative to MGMT
| Symbol | Grade | Weight | |
|---|---|---|---|
| NRP | B | -5.2% | |
| AGM | B | -3.7% | |
| CEIX | B | -3.35% | |
| AZZ | D | -3.14% | |
| MTG | B | -3.13% | |
| CVCO | D | -3.03% | |
| PHIN | D | -3.01% | |
| TDC | C | -2.7% | |
| BELFB | C | -2.5% | |
| GEO | B | -2.49% | |
| CASS | D | -2.47% | |
| EXP | D | -2.46% | |
| LSTR | D | -2.46% | |
| IMXI | F | -2.42% | |
| SOI | D | -2.29% | |
| CBNK | D | -2.27% | |
| LII | B | -2.25% | |
| IGIC | C | -2.19% | |
| SFM | B | -2.16% | |
| PATK | D | -1.96% | |
| BCO | B | -1.95% | |
| BIOX | D | -1.94% | |
| TRIP | F | -1.76% | |
| DOX | D | -1.74% | |
| EPR | C | -1.7% | |
| BLCO | F | -1.7% | |
| RMNI | C | -1.69% | |
| ATKR | F | -1.66% | |
| GSM | C | -1.65% | |
| BWA | F | -1.64% | |
| GPRE | F | -1.58% | |
| CRMT | F | -1.58% | |
| NTIC | D | -1.57% | |
| KOS | F | -1.54% | |
| UFPT | A | -1.47% | |
| IPGP | D | -1.45% | |
| KN | D | -1.41% | |
| ECVT | D | -1.37% | |
| RCMT | F | -1.21% | |
| EPSN | C | -1.2% | |
| TKR | D | -1.11% | |
| EXTR | C | -0.99% | |
| IRMD | B | -0.97% | |
| G | D | -0.85% | |
| CMP | F | -0.69% | |
| LAMR | B | -0.04% |
IMOM: Top Represented Industries & Keywords
MGMT: Top Represented Industries & Keywords
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