Key stats
About Symmetry Panoramic Sector Momentum ETF
Home page
Inception date
Sep 9, 2025
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Symmetry Partners LLC
Distributor
SEI Investments Distribution Co.
ISIN
US87190B8880
SMOM seeks to capture opportunities across the 11 sectors in the S&P 500 via a systematic, rules-based approach that uses cross-sectional price momentum to capitalize on performance trends. To capture evolving sector trends, Symmetry combines research-backed price momentum signals with a disciplined rebalancing approach. The result is a systematic approach that keeps exposure aligned with market sectors demonstrating persistent strength by investing in three to six Select Sector SPDR ETFs. The fund aims to complement a traditional core US portfolio, serve as an active strategy replacement, or further diversify investment factor-tilted portfolios.
Classification
Returns
1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
---|---|---|---|---|---|---|
Price performance | — | — | — | — | — | — |
NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF99.74%
Cash0.26%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history
Assets under management (AUM)
Fund Flows
Frequently Asked Questions
SMOM top holdings are Technology Select Sector SPDR Fund and Communication Services Select Sector SPDR Fund, occupying 28.25% and 22.57% of the portfolio correspondingly.
SMOM assets under management is 39.14 M USD. It's risen 983.61% over the last month.
SMOM fund flows account for 38.72 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
No, SMOM doesn't pay dividends to its holders.
SMOM shares are issued by Symmetry Partners LLC under the brand Symmetry Panoramic. The ETF was launched on Sep 9, 2025, and its management style is Active.
SMOM expense ratio is 0.63% meaning you'd have to pay 0.63% of your investment to help manage the fund.
SMOM follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
SMOM invests in funds.
SMOM trades at a premium (0.14%) meaning the ETF is trading at a higher price than the calculated NAV.