Symbols

SMOM

Symmetry Panoramic Sector Momentum ETF·NASDAQ

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Key Stats

Assets Under Management

57.15MUSD

Fund Flow (1Y)

58.49MUSD

Dividend Yield

0.17%

Discount / Premium to NAV

0.08%

Shares Outstanding

2.30M

Expense Ratio

0.63%

About Symmetry Panoramic Sector Momentum ETF

Issuer

Symmetry Partners, LLC

Brand

Symmetry Panoramic

Home Page

https://panoramicfunds.com/symmetry-panoramic-sector-momentum-etf/

Inception Date

Sep 9, 2025

Structure

Open-Ended Fund

Index Tracked

Management Style

Active

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.

This actively managed ETF uses a systematic, rules-based approach, grounded in cross-sectional momentum to capture performance trends within the 11 S&P 500 sectors. The fund uses a dual-signal approach, analyzing trailing 6- and 12-month price momentum. Based on these signals, holdings will vary between three and six sectors. The fund rebalances quarterly using a tranching method to reduce idiosyncratic rebalancing risk. It's designed to provide a dynamic U.S. complement within an investor's asset allocation.