Alpha Architect International Quantitative Momentum ETF

Shareclass

Alpha Architect Intl Quant Momt ETF (IMOM)

Type

Exchange-traded fund

Manager

Alpha Architect

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

37.8

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 682 out of 1,094 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Qantas Airways Ltd
1.88% of assets
$1.69M invested
2. HUB24 Ltd
1.71% of assets
$1.53M invested
3. Intesa Sanpaolo
2.02% of assets
$1.81M invested
4. HSBC Holdings PLC
1.87% of assets
$1.68M invested
5. Recruit Holdings Co Ltd
1.61% of assets
$1.45M invested
6. Kongsberg Gruppen ASA
2.32% of assets
$2.08M invested
7. Insurance Australia Group Ltd
1.9% of assets
$1.71M invested
8. Zalando SE
1.85% of assets
$1.66M invested
9. Poste Italiane SpA
2.16% of assets
$1.94M invested
10. Aristocrat Leisure Ltd
1.69% of assets
$1.52M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Rakuten Bank Ltd
2.18% of assets
$1.96M invested
2. Global E Online Ltd
1.62% of assets
$1.45M invested
3. NS Solutions Corp
1.88% of assets
$1.69M invested
4. Galderma Group AG Registered Shares
1.69% of assets
$1.52M invested
5. Kawasaki Heavy Industries Ltd
2.23% of assets
$2.01M invested
6. Obayashi Corp
1.91% of assets
$1.71M invested
7. SBI Sumishin Net Bank Ltd
1.85% of assets
$1.66M invested
8. DeNA Co Ltd
1.72% of assets
$1.55M invested
9. JB Hi Fi Ltd
1.95% of assets
$1.76M invested
10. Telix Pharmaceuticals Ltd Ordinary Shares
1.7% of assets
$1.53M invested

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Financial performance

Performance data provided by

Find more financial data on IMOM at Morningstar.com

Gender Equality and Returns

Returns chart for Alpha Architect International Quantitative Momentum ETF

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

IMOM

Alpha Architect International Quantitative Momentum ETF

Family

Alpha Architect

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

1.5% less in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

IMOM

Alpha Architect International Quantitative Momentum ETF

Family

Alpha Architect

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

1.5% less in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

IMOM

Alpha Architect International Quantitative Momentum ETF

Family

Alpha Architect

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

1.5% less in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
IMOM - Alpha Architect International Quantitative Momentum ETF

0.63%

2.86%

9.44%

54 / 100 points

Benchmark

6.75%

4.94%

11%

4.92%

57 / 100 points

Fund compared to benchmark

-6.12%

-2.08%

-1.5%

3 / 100 points lower

Find more financial data on IMOM at Morningstar.com

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