No. of Recommendations: 1
"... the upcoming November 2026 index review announcement takes place on November 11, 2026, with changes taking effect at the close of November 30, 2026 (effective December 1, 2026)."
Yeah, I would wait until after Dec 1.
Seems like an easier way to invest in a momentum portfolio than doing it yourself. Especially with a small amount of money.
E/R 0.15% is pretty cheap.
"MTUM has never paid a capital gains distribution"
I don't know how they managed that.
CAGR since inception 4/18/2013
MTUM = 14.3%
QQQ = 19.5%
Ugh.
Also, from 10/12/2015:
MTUM = 14.0%
QQQ = 19.0%
SPMO = 17.3%
XMMO = 15.2%
Source:
testfol.io: Portfolio Backtester for ETFs and Asset AllocationIn the backtest, replace the ETFs with the "...SIM" version and the results are tighter. But QQQ still looks best. Imagine that. Dang.
