Morningstar Rating

ETF Research and Analysis

by Alex Bryan
Suitability
Most forms of technical analysis do not work. The intuition is simple. Once a predictable price pattern is discovered, it should be eliminated through arbitrage as investors exploit it. Momentum is an exception. It is based   Read more 

Bull Case

Momentum strategies historically have generated excess returns in nearly every market studied.
The fund has been remarkably tax-efficient for a strategy with high turnover.  Read more 

Bear Case

The fund may struggle during times of market volatility, when momentum is less likely to persist.
High turnover can erode the fund's returns.
IShares MSCI USA Momentum Factor offers investors a lower cost way to take advantage of momentum and may be less volatile.  Read more 

Reduce Volatility and Increase Yield With This ETF 
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