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Upturn AI SWOT - About
Alpha Architect Value Momentum Trend ETF (VMOT)
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Upturn Advisory Summary
10/23/2025: VMOT (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 10.68% | Avg. Invested days 62 | 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 10/23/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.49 | 52 Weeks Range 21.10 - 27.15 | Updated Date 06/29/2025 |
52 Weeks Range 21.10 - 27.15 | Updated Date 06/29/2025 |
Upturn AI SWOT
Alpha Architect Value Momentum Trend ETF
ETF Overview
Overview
The Alpha Architect Value Momentum Trend ETF (VMOT) seeks long-term capital appreciation by investing in a diversified portfolio of U.S. equities exhibiting value, momentum, and trend-following characteristics.
Reputation and Reliability
Alpha Architect is known for its quantitative, evidence-based investment approach and focus on academic research.
Management Expertise
Alpha Architect's management team has extensive experience in quantitative finance and investment management.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF uses a quantitative, rules-based approach to select and weight securities based on value, momentum, and trend signals.
Composition The ETF primarily holds U.S. equities.
Market Position
Market Share: Data not available to calculate an accurate market share.
Total Net Assets (AUM): 9567000
Competitors
Key Competitors
- IVV
- SPY
- MTUM
- QUAL
Competitive Landscape
The ETF market is highly competitive, with many ETFs offering similar investment strategies. VMOT differentiates itself through its specific combination of value, momentum, and trend factors, potentially appealing to investors seeking a quantitatively-driven approach. However, the larger and more established ETFs possess greater liquidity and brand recognition.
Financial Performance
Historical Performance: Historical performance data is available from the fund's website and other financial data providers.
Benchmark Comparison: Performance should be compared against relevant benchmarks such as the S&P 500 or a multi-factor index combining value, momentum, and trend factors.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume of VMOT can vary, but is generally lower than more established broad market ETFs.
Bid-Ask Spread
The bid-ask spread depends on trading volume and market conditions, typically slightly wider compared to high volume ETFs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and investor sentiment can all influence the performance of VMOT.
Growth Trajectory
The ETF's growth depends on investor demand for its specific investment strategy and its ability to deliver competitive returns.
Moat and Competitive Advantages
Competitive Edge
VMOT's competitive advantage lies in its quantitative, rules-based approach, which seeks to remove human bias from the investment process. The ETF's focus on value, momentum, and trend factors may appeal to investors seeking a systematic approach to capturing these market anomalies. Alpha Architect's research-driven approach also provides credibility. However, reliance on a specific factor combination can also lead to periods of underperformance.
Risk Analysis
Volatility
Volatility will depend on market conditions and the volatility of the underlying securities.
Market Risk
The ETF is subject to market risk, including the risk that the value of its holdings will decline due to overall market conditions or factors specific to the companies in which it invests.
Investor Profile
Ideal Investor Profile
VMOT may be suitable for investors seeking long-term capital appreciation and who are comfortable with a quantitatively-driven investment strategy. Investors should have a moderate to high risk tolerance.
Market Risk
VMOT may be suitable for long-term investors who understand the risks and potential rewards of a factor-based investment approach.
Summary
The Alpha Architect Value Momentum Trend ETF (VMOT) offers a quantitatively-driven approach to investing in U.S. equities, focusing on value, momentum, and trend factors. VMOT utilizes a systematic, rules-based investment strategy, which may appeal to investors seeking to capture these market anomalies. While the ETF's approach distinguishes it from traditional market-cap weighted indices, smaller AUM may be a drawback to some investors. Ultimately, investors should carefully consider the ETF's investment strategy and risk profile before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Alpha Architect Website
- ETF.com
- Morningstar
- YCharts
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with a financial advisor before making any 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 Alpha Architect Value Momentum Trend ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. The fund is a "fund of funds," meaning that it primarily invests its assets in the shares of other exchange-traded funds ("ETFs"), rather than in securities of individual companies.
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