QMOM vs. XLU ETF Comparison
Comparison of MomentumShares U.S. Quantitative Momentum ETF (QMOM) to SPDR Select Sector Fund - Utilities (XLU)
QMOM
MomentumShares U.S. Quantitative Momentum ETF
QMOM Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities of U.S. companies. The fund will invest primarily in the exchange-listed common stock of U.S. companies. The fund may invest in securities of companies in any industry and of any market capitalization. Although the fund generally expects to invest in companies with larger market capitalizations, the fund may invest in small- and mid-capitalization companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$70.95
Average Daily Volume
25,323
48
XLU
SPDR Select Sector Fund - Utilities
XLU Description
The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in The Utilities Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: electric utilities; multi-utilities; independent power producers & energy traders; and gas utilities. The fund is non-diversified.Grade (RS Rating)
Last Trade
$81.45
Average Daily Volume
11,538,468
31
Performance
Period | QMOM | XLU |
---|---|---|
30 Days | 10.14% | -0.83% |
60 Days | 10.46% | 1.39% |
90 Days | 15.18% | 8.73% |
12 Months | 53.68% | 34.55% |
QMOM Overweight 45 Positions Relative to XLU
Symbol | Grade | Weight | |
---|---|---|---|
SPOT | B | 2.3% | |
NTRA | B | 2.27% | |
ADMA | B | 2.27% | |
POWL | C | 2.25% | |
SFM | A | 2.24% | |
EME | C | 2.18% | |
FICO | B | 2.18% | |
SYF | B | 2.17% | |
GDDY | A | 2.17% | |
GNRC | B | 2.15% | |
JEF | A | 2.14% | |
EVR | B | 2.12% | |
HWM | A | 2.12% | |
WING | D | 2.11% | |
RCL | A | 2.1% | |
DVA | B | 2.08% | |
EAT | A | 2.08% | |
TT | A | 2.06% | |
FITB | A | 2.03% | |
CRS | A | 2.02% | |
KKR | A | 2.02% | |
AXP | A | 2.0% | |
STEP | B | 2.0% | |
ANF | C | 2.0% | |
BLDR | D | 1.98% | |
ISRG | A | 1.98% | |
MMM | D | 1.96% | |
PWR | A | 1.96% | |
TOL | B | 1.95% | |
GWRE | A | 1.94% | |
GE | D | 1.93% | |
TXRH | C | 1.93% | |
THC | D | 1.93% | |
BLD | D | 1.92% | |
NVR | D | 1.91% | |
CBRE | B | 1.88% | |
WSM | B | 1.87% | |
LEN | D | 1.87% | |
META | D | 1.84% | |
TRU | D | 1.84% | |
UHS | D | 1.83% | |
HCA | F | 1.81% | |
PSN | D | 1.73% | |
SN | D | 1.72% | |
ZETA | D | 1.12% |
QMOM Underweight 28 Positions Relative to XLU
Symbol | Grade | Weight | |
---|---|---|---|
NEE | D | -12.95% | |
SO | D | -7.93% | |
DUK | C | -7.15% | |
SRE | A | -4.82% | |
AEP | D | -4.23% | |
D | C | -3.99% | |
PCG | A | -3.71% | |
PEG | A | -3.66% | |
EXC | C | -3.23% | |
XEL | A | -3.2% | |
ED | D | -2.75% | |
EIX | B | -2.67% | |
ETR | B | -2.63% | |
WEC | A | -2.56% | |
AWK | D | -2.16% | |
PPL | B | -2.05% | |
DTE | C | -2.05% | |
AEE | A | -2.01% | |
ATO | A | -1.86% | |
ES | D | -1.82% | |
FE | C | -1.76% | |
CMS | C | -1.68% | |
CNP | B | -1.66% | |
NI | A | -1.35% | |
LNT | A | -1.29% | |
EVRG | A | -1.21% | |
PNW | B | -0.86% | |
AES | F | -0.82% |
QMOM: Top Represented Industries & Keywords
XLU: Top Represented Industries & Keywords