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Upturn AI SWOT - About
SPDR® Russell 1000 Momentum Focus ETF (ONEO)
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Upturn Advisory Summary
08/14/2025: ONEO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 15.21% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.07 | 52 Weeks Range 101.61 - 127.51 | Updated Date 06/29/2025 |
52 Weeks Range 101.61 - 127.51 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® Russell 1000 Momentum Focus ETF
ETF Overview
Overview
The SPDRu00ae Russell 1000 Momentum Focus ETF (MTUM) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Russell 1000 Momentum Factor Index. It focuses on large-cap U.S. equities exhibiting relatively higher price momentum.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record in the market.
Management Expertise
SSGA has extensive experience and expertise in managing index-based and factor-based ETFs.
Investment Objective
Goal
To track the performance of the Russell 1000 Momentum Factor Index.
Investment Approach and Strategy
Strategy: Tracks a specific index, the Russell 1000 Momentum Factor Index.
Composition Primarily holds stocks of large-cap U.S. companies exhibiting high price momentum.
Market Position
Market Share: MTUM's market share in the momentum ETF space is significant, reflecting its popularity among investors seeking momentum exposure.
Total Net Assets (AUM): 6600000000
Competitors
Key Competitors
- Invesco DWA Momentum ETF (PDP)
- iShares MSCI USA Momentum Factor ETF (MTUM)
- Alpha Architect U.S. Quantitative Momentum ETF (QMOM)
Competitive Landscape
The momentum ETF space is moderately competitive. MTUM benefits from SSGA's brand recognition and large AUM, offering high liquidity. Smaller competitors may offer slightly different momentum strategies or lower expense ratios.
Financial Performance
Historical Performance: Historical performance varies depending on the market environment, but MTUM typically outperforms during periods of strong momentum in the market.
Benchmark Comparison: MTUM's performance is generally aligned with the Russell 1000 Momentum Factor Index, with slight deviations due to fees and tracking error.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
MTUM has a relatively high average trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's high liquidity.
Market Dynamics
Market Environment Factors
MTUM is sensitive to market momentum and economic cycles. Rising interest rates or sector rotations can impact its performance.
Growth Trajectory
MTUM's growth trajectory is tied to the overall interest in momentum strategies and the performance of its underlying holdings.
Moat and Competitive Advantages
Competitive Edge
MTUM benefits from SSGA's established brand and substantial AUM, leading to high liquidity. Its focus on the Russell 1000 Momentum Factor Index provides exposure to large-cap U.S. companies with strong price momentum. This targeted approach appeals to investors seeking factor-based strategies. The ETF's relatively low expense ratio also contributes to its attractiveness.
Risk Analysis
Volatility
MTUM can exhibit higher volatility compared to broad market ETFs, especially during periods of market corrections or reversals in momentum.
Market Risk
Market risk stems from the underlying assets, specifically large-cap U.S. equities, which are susceptible to economic downturns and sector-specific challenges.
Investor Profile
Ideal Investor Profile
MTUM is suitable for investors seeking to capture the potential benefits of momentum investing, who have a moderate to high risk tolerance, and understand the cyclical nature of momentum strategies.
Market Risk
MTUM is best suited for long-term investors who are comfortable with market fluctuations and are seeking factor-based exposure to large-cap U.S. equities; it's less suited for passive index followers.
Summary
The SPDRu00ae Russell 1000 Momentum Focus ETF (MTUM) offers targeted exposure to large-cap U.S. stocks exhibiting strong price momentum. It aims to replicate the Russell 1000 Momentum Factor Index, providing investors with a focused factor-based approach. While MTUM can be volatile, it has the potential to outperform during periods of strong market momentum. With a relatively low expense ratio and high liquidity, MTUM appeals to investors looking to incorporate momentum into their portfolios and is offered by a reputatable issuer, State Street Global Advisors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly. Past performance is not indicative of future results. Consult with a qualified financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® Russell 1000 Momentum Focus ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is designed to reflect the performance of a segment of large-capitalization U.S. equity securities demonstrating a combination of core factors (high value, high quality, and low size characteristics), with a focus factor comprising high momentum characteristics.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.