Symmetry Partners Launches Symmetry Panoramic Sector Momentum ETF (Ticker: SMOM)
Symmetry Partners has launched the Symmetry Panoramic Sector Momentum ETF (SMOM), a new exchange-traded fund focused on U.S. sector rotation using momentum factors. The ETF aims to systematically capture opportunities across the 11 sectors of the S&P 500 through a rules-based approach.
The strategy is backed by data showing an average 44% annual performance dispersion between the best and worst U.S. sectors over the past 15 years. SMOM builds on Symmetry's existing Sector Momentum SMA launched in 2018, offering investors a tax-efficient and transparent vehicle for potential return enhancement through systematic exposure to sectors showing strong relative momentum.
Symmetry Partners ha lanciato il Symmetry Panoramic Sector Momentum ETF (SMOM), un nuovo fondo negoziato in borsa focalizzato sulla rotazione settoriale USA utilizzando fattori di momentum. L'ETF mira a catturare in modo sistematico le opportunità offerte dagli 11 settori dell'S&P 500 tramite un approccio basato su regole.
La strategia si basa su dati che mostrano una dispersione media di performance annua del 44% tra i settori statunitensi migliori e peggiori negli ultimi 15 anni. SMOM si sviluppa sull'esperienza del Sector Momentum SMA di Symmetry, lanciato nel 2018, offrendo agli investitori un veicolo trasparente e fiscalmente efficiente per potenziali rendimenti tramite un'esposizione sistematica ai settori con forte momentum relativo.
Symmetry Partners ha lanzado el Symmetry Panoramic Sector Momentum ETF (SMOM), un nuevo fondo cotizado centrado en la rotación sectorial en EE. UU. que utiliza factores de momentum. El ETF pretende capturar de forma sistemática las oportunidades entre los 11 sectores del S&P 500 mediante un enfoque basado en reglas.
La estrategia está respaldada por datos que muestran una dispersión media anual de rendimiento del 44% entre los mejores y peores sectores estadounidenses en los últimos 15 años. SMOM se apoya en el Sector Momentum SMA de Symmetry lanzado en 2018, ofreciendo a los inversores un vehículo transparente y fiscalmente eficiente para mejorar potencialmente los rendimientos mediante exposición sistemática a los sectores con fuerte momentum relativo.
Symmetry Partners가 Symmetry Panoramic Sector Momentum ETF (SMOM)를 출시했습니다. 이 신형 상장지수펀드(ETF)는 모멘텀 팩터를 활용한 미국 섹터 로테이션에 주력합니다. 이 ETF는 규칙 기반 접근법을 통해 S&P 500의 11개 섹터 전반에 걸친 기회를 체계적으로 포착하는 것을 목표로 합니다.
전략은 지난 15년간 미국 내 최고·최저 섹터 간 평균 연간 성과 격차 44%를 보인다는 데이터에 기반합니다. SMOM은 2018년에 출시된 Symmetry의 Sector Momentum SMA를 토대로 하며, 투자자들에게 강한 상대적 모멘텀을 보이는 섹터에 대한 체계적 노출을 통해 잠재적 수익을 높일 수 있는 투명하고 세금 효율적인 수단을 제공합니다.
Symmetry Partners a lancé le Symmetry Panoramic Sector Momentum ETF (SMOM), un nouveau fonds coté axé sur la rotation sectorielle américaine utilisant des facteurs de momentum. L'ETF vise à capter de manière systématique les opportunités au sein des 11 secteurs du S&P 500 grâce à une approche fondée sur des règles.
La stratégie s'appuie sur des données montrant une dispersion moyenne des performances annuelles de 44% entre les meilleurs et les pires secteurs américains au cours des 15 dernières années. SMOM s'appuie sur le Sector Momentum SMA de Symmetry lancé en 2018, offrant aux investisseurs un véhicule transparent et fiscalement efficace pour améliorer potentiellement les rendements via une exposition systématique aux secteurs affichant un fort momentum relatif.
Symmetry Partners hat den Symmetry Panoramic Sector Momentum ETF (SMOM) aufgelegt, einen neuen börsengehandelten Fonds, der sich auf Sektorrotation in den USA unter Verwendung von Momentum-Faktoren konzentriert. Der ETF zielt darauf ab, systematisch Chancen in den 11 Sektoren des S&P 500 durch einen regelbasierten Ansatz zu nutzen.
Die Strategie stützt sich auf Daten, die eine durchschnittliche jährliche Performance-Streuung von 44% zwischen den besten und schlechtesten US-Sektoren in den letzten 15 Jahren zeigen. SMOM baut auf Symmetrys bereits 2018 eingeführtem Sector Momentum SMA auf und bietet Anlegern ein transparentes und steuerlich effizientes Vehikel, um durch systematische Exposition gegenüber Sektoren mit starkem relativem Momentum potenziell die Rendite zu steigern.
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Insights
Symmetry's new SMOM ETF applies momentum factor to sector rotation, potentially offering enhanced returns through a tax-efficient vehicle.
Symmetry Partners has launched a new ETF called the Symmetry Panoramic Sector Momentum ETF (ticker: SMOM), which implements a systematic sector rotation strategy focused on momentum. The ETF's methodology selects from the 11 sectors of the S&P 500, targeting those showing the strongest relative momentum through a rules-based approach.
The strategy is grounded in notable sector performance dispersion data - the gap between the best and worst-performing sectors has averaged
SMOM isn't entirely new territory for Symmetry, as it replicates the methodology of their Sector Momentum SMA that has been running since 2018. This track record suggests the approach has been market-tested before this ETF launch.
From a portfolio construction perspective, this ETF could serve multiple functions: as a core portfolio diversifier, an active strategy replacement, or a complement to existing factor-based investments. The ETF structure offers potential tax efficiency and transparency advantages over other investment vehicles.
Momentum factor investing has solid academic backing, and sector rotation using momentum signals can be effective when implemented with disciplined rebalancing. The key question for this ETF will be how well its specific methodology captures sector momentum while managing turnover and transaction costs that can erode performance in momentum strategies.
The SMOM ETF represents a targeted attempt to capitalize on cross-sectional momentum - the tendency of recent outperformers to continue outperforming in the near term. This particular implementation focuses exclusively on sector momentum rather than individual stock momentum, which potentially offers more stability while still capturing performance trends.
What makes this product interesting is the combination of factor investing (momentum) with sector rotation, packaged in the increasingly popular ETF structure. The ETF trades on NASDAQ, providing good liquidity and accessibility for various investor types.
The
While Symmetry mentions the ETF is based on their SMA strategy launched in 2018, the press release notably doesn't provide specific performance figures from that track record. Prospective investors would want to examine that historical performance data before investing.
From a competitive standpoint, SMOM enters a crowded field of factor ETFs, though its sector-specific momentum approach may help differentiate it. The ETF structure typically offers tax advantages over mutual funds for strategies with higher turnover - which momentum strategies often have - potentially making this an efficient vehicle for the strategy.
New ETF Offers a Systematic Approach to
SMOM seeks to capture opportunities across the 11 sectors in the S&P 500 via a systematic, rules-based approach that uses cross-sectional momentum to capitalize on performance trends.
Since the annual performance dispersion between the best and worst
To capture evolving sector trends, Symmetry combines robust, research-backed momentum signals with a disciplined rebalancing approach. The result is a systematic approach that keeps exposure aligned with market sectors demonstrating persistent strength, delivered through a tax-efficient, transparent ETF structure.
SMOM may provide Financial Advisors and investors with a compelling solution for diversification* and potential return enhancement. It can complement a traditional core
The ETF is based on the same methodology as Symmetry's Sector Momentum SMA, launched in 2018.
"The SMOM release underscores our commitment to providing innovative, evidence-based solutions," said David Connelly, CEO of Symmetry Partners. "Sector momentum has historically been a powerful driver of returns,2 and we believe this ETF delivers a disciplined way to access those trends."
Key Highlights of SMOM:
- Ticker: SMOM
- Strategy: Rules-based sector rotation grounded in cross-sectional momentum signals
- Objective: The Symmetry Panoramic Sector Momentum ETF seeks long-term capital appreciation.
- Structure: Exchange-Traded Fund (ETF) listed on NASDAQ1
Symmetry Partners is known for its evidence-based investment approach and suite of solutions designed to help Advisors better serve their clients. The launch of SMOM further expands the firm's investment lineup, reflecting growing demand2 for factor-driven, dynamic investment options.
About Symmetry Partners
Symmetry Partners, LLC is an investment management and advisor support firm headquartered in
Media Contact
Andrea Loin,
Director of Marketing & National Accounts
aloin@symmetrypartners.com
Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Diversification seeks to reduce volatility by spreading your investment dollars into various asset classes to add balance to your portfolio. Using this methodology, however, does not guarantee a profit or protection from loss in a declining market. The ETF's investment adviser is Symmetry Partners and the ETF is distributed by SEI Investment Distribution Company (SIDCO). SIDCO is not affiliated with Symmetry Partners, LLC.
CONSIDER THE ETF's INVESTMENT OBJECTIVE, RISK FACTORS, AND CHARGES AND EXPENSES BEFORE INVESTING. THIS AND OTHER INFORMATION CAN BE FOUND IN THE FUNDS' PROSPECTUS AND SUMMARY PROSPECTUS, WHICH CAN BE OBTAINED BY VISITING WWW.PANORAMICFUNDS.COM OR BY CALLING 1-844-SYM-FUND (844-796-3863). PLEASE READ THE PROSPECTUS CAREFULLY BEFORE INVESTING.
There are risks involved in investing, including loss of principal. Asset allocation may not protect against market risk. Investment in the fund(s) is subject to the risks of the underlyingfunds. The funds are distributed by SEI Investment Distribution Company (SIDCO). SIDCO is not affiliated with Symmetry Partners, LLC.
Risk Disclosure
Principal Investment Risks: As with all exchange-traded funds, there is the risk that you could lose money through your investment in the Fund. A Fund share is not a bank deposit and it is not insured or guaranteed by the FDIC or any other government agency. Market Risk – The prices of and the income generated by the Fund's securities may decline in response to, among other things, investor sentiment, general economic and market conditions, regional or global instability, and currency and interest rate fluctuations. In addition, the impact of any epidemic, pandemic or natural disaster, or widespread fear that such events may occur, could negatively affect the global economy, as well as the economies of individual countries, the financial performance of individual companies and sectors, and the markets in general in significant and unforeseen ways.
ETF Risks – The Fund is an ETF and, as a result of this structure, it is exposed to the following risks:
Trading Risk – Shares of the Fund may trade on The Nasdaq Stock Market LLC (the "Exchange") above or below their NAV. The NAV of shares of the Fund will fluctuate with changes in the market value of the Fund's holdings. In addition, although the Fund's shares are currently listed on the Exchange, there can be no assurance that an active trading market for shares will develop or be maintained. Trading in Fund shares may be halted due to market conditions or for reasons that, in the view of the Exchange, make trading in shares of the Fund inadvisable.
Limited Authorized Participants, Market Makers and Liquidity Providers Risk – Because the Fund is an ETF, only a limited number of institutional investors (known as "Authorized Participants") are authorized to purchase and redeem shares directly from the Fund. In addition, there may be a limited number of market makers and/or liquidity providers in the marketplace. To the extent either of the following events occur, Fund shares may trade at a material discount to net asset value ("NAV") and possibly face delisting: (i) Authorized Participants exit the business or otherwise become unable to process creation and/or redemption orders and no other Authorized Participants step forward to perform these services, or (ii) market makers and/or liquidity providers exit the business or significantly reduce their business activities and no other entities step forward to perform their functions.
Equity Risk – Common stocks are susceptible to general stock market fluctuations and to volatile increases and decreases in value as market confidence in and perceptions of their issuers change. Preferred stocks are subject to the risk that the dividend on the stock may be changed or omitted by the issuer, and that participation in the growth of an issuer may be limited.
Large Capitalization Companies Risk – If valuations of large capitalization companies appear to be greatly out of proportion to the valuations of small or medium capitalization companies, investors may migrate to the stocks of small and medium-sized companies. Additionally, larger, more established companies may be unable to respond quickly to new competitive challenges such as changes in technology and consumer tastes. Larger companies also may not be able to attain the high growth rates of successful smaller companies.
Momentum Style Risk – Investing in or having exposure to securities with positive momentum entails investing in securities that have had above-average recent returns. These securities may be more volatile than a broad cross-section of securities. In addition, there may be periods when the momentum style is out of favor, and during which the investment performance of the Fund using a momentum strategy may suffer.
Quantitative Investing Risk – The risk that the value of securities or other investments selected using quantitative analysis can perform differently from the market as a whole or from their expected performance. This may be as a result of the momentum metrics used in building the quantitative model, the accuracy of historical data supplied by third parties, and changing sources of market returns.
Sector Risk – From time to time, the Fund may focus its investments in one or more particular sectors. Sector risk is the risk that if the Fund invests a significant portion of its total assets in certain issuers within the same economic sector, an adverse economic, business or political development affecting that sector may affect the value of the Fund's investments more than if the Fund's investments were not so focused.
Investment Companies and Exchange-Traded Funds Risk – When the Fund invests in other investment companies, including the Underlying Funds, it will bear additional expenses based on its pro rata share of the other investment company's operating expenses, including the management fees of Underlying Funds in addition to those paid by the Fund. The risk of owning an Underlying Fund generally reflects the risks of owning the underlying investments the Underlying Fund holds. The Fund also will incur brokerage costs when it purchases and sells shares of the Underlying Funds. Additionally, the Underlying Funds may trade in the secondary market at prices below the value of their underlying portfolios and may not be liquid. Underlying Funds that track an index are subject to tracking error and may be unable to sell poorly performing assets that are included in their index or other benchmark.
Index Tracking Error Risk – The performance of an Underlying Fund and its index may differ from each other for a variety of reasons. For example, an Underlying Fund that is index-based in which the Fund invests incurs operating expenses and portfolio transaction costs not incurred by the Underlying Fund's index. In addition, the Underlying Fund may not be fully invested in the securities of the index that it tracks at all times or may hold securities not included in its index.
Asset Allocation Risk – The risk that the selection by the Adviser of the Underlying Funds and the allocation of the Fund's assets among the Underlying Funds will cause the Fund to underperform other funds with similar investment objectives. In this regard, the Fund also may temporarily deviate from its desired asset allocation for the purpose of managing distributions. The allocation of the Fund's assets to a limited number of Underlying Funds may adversely affect the performance of the Fund, and, in such circumstances, it will be more sensitive to the performance and risks associated with those Underlying Funds and any investments in which such Underlying Funds focus.
Management Risk – The risk that investment strategies employed by the Adviser in selecting investments for the Fund may not result in an increase in the value of your investment or in overall performance equal to other similar investment vehicles having similar investment strategies or that imperfections, errors or limitations in the tools and data used by the Adviser may cause unintended results.
Operational Risk – Operational risks include human error, changes in personnel, system changes, faults in communication, and failures in systems, technology, or processes. Various operational events or circumstances are outside the Adviser's and the Sub-Adviser's control, including instances at third parties. The Fund, the Adviser and the Sub-Adviser seek to reduce these operational risks through control and procedures. However, these measures do not address every possible risk and may be inadequate to address these risks.
Liquidity Risk – Certain securities may be difficult or impossible to sell at the time and the price that the Fund would like. The Fund may have to accept a lower price to sell a security, sell other securities to raise cash, or give up an investment opportunity, any of which could have a negative effect on Fund management or performance.
Valuation Risk – The risk that a security may be difficult to value. The Fund may value certain securities at a price higher or lower than the price at which they can be sold. This risk may be especially pronounced for investments that are illiquid or may become illiquid.
High Portfolio Turnover Risk - The Fund may engage in active trading, including investments made on a shorter-term basis, which may lead to higher fund expenses and lower total return.
Non-Diversified Risk - The Fund is non-diversified, which means that it may invest in the securities of relatively few issuers. As a result, the Fund may be more susceptible to a single adverse economic or political occurrence affecting one or more of these issuers and may experience increased volatility due to its investments in those securities.
New Fund Risk – Because the Fund is new, investors in the Fund bear the risk that the Fund may not be successful in implementing its investment strategy, may not employ a successful investment strategy, or may fail to attract sufficient assets under management to realize economies of scale, any of which could result in the Fund being liquidated at any time without shareholder approval and at a time that may not be favorable for all shareholders. Such liquidation could have negative tax consequences for shareholders and will cause shareholders to incur expenses of liquidation.
1 Morningstar Direct, as of June 2025.
2 Performance as of 6/30/2025 via Symmetry's Sector Momentum SMA
*Diversification does not ensure a profit or guarantee against a loss.
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SOURCE Symmetry Partners
FAQ
What is the Symmetry Panoramic Sector Momentum ETF (SMOM)?
How does the SMOM ETF select sectors for investment?
What is the historical performance dispersion between best and worst U.S. sectors?
How can investors use the SMOM ETF in their portfolios?
Where is the Symmetry Panoramic Sector Momentum ETF (SMOM) listed?
