

ONEO is designed to select large-cap momentum stocks after first applying a size, quality, and value factor overlay. Fees are 0.20% and the ETF manages $99 million in assets. Unfortunately, ONEO does not deliver on its objective. My fundamental analysis demonstrates it's merely a well-diversified large-cap value fund targeting smaller Russell 1000 Index stocks. This article includes underlying metrics demonstrating its momentum and quality metrics are well below average, summarized by #194/259 and #235/259 momentum and quality rankings in its category.

Smart Beta ETF report for ONEO

Style Box ETF report for ONEO

Smart Beta ETF report for ONEO

Style Box ETF report for ONEO

Smart Beta ETF report for ONEO

Style Box ETF report for ONEO

Smart Beta ETF report for ONEO