HFEQ vs SMOM
Unlimited HFEQ Equity Long/Short ETF against Symmetry Panoramic Sector Momentum ETF: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
25%
3 shared positions
Fee gap
33 bp
SMOM is cheaper
1-year return gap
15.9 pts
SMOM is ahead
Larger fund
SMOM
$66M
Side by side
| HFEQ | SMOM | |
|---|---|---|
| Fund | Unlimited HFEQ Equity Long/Short ETF | Symmetry Panoramic Sector Momentum ETF |
| Issuer | Unlimited | Symmetry |
| Category | Long/Short & Market Neutral | Momentum |
| Expense ratio | 0.96% | 0.63% |
| Assets | $16M | $66M |
| Average daily dollar volume | $307K | $316K |
| Listed | Jul 14, 2025 | Sep 9, 2025 |
| FrenzyCap score | 23 | 14 |
| 1-month return | −2.8% | +2.5% |
| 3-month return | −2.1% | +5.7% |
| Year to date | +10.8% | +15.9% |
| 1-year return | +0.2% | +16.1% |
| 30-day volatility | 16.1% | 8.4% |
| Worst drawdown, 1 year | −13.6% | −7.4% |
| Trailing 12-month yield | 9.53% | 0.14% |
| Holdings | 21 | 7 |
| Top 10 weight | 79.5% | 100.0% |
| Look-through P/E | — | — |
| Holdings vs fair value | — | — |
| Holdings above 200-day average | — | — |
| Net flow, latest 3 reported months | −$3.0M thru May 2026 | +$3.2M thru May 2026 |
| 30-day implied volatility | — | — |
| Holdings as of | as of May 31, 2026SEC filing | as of May 31, 2026SEC filing |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
25% of HFEQ · 54% of SMOM
Sector mix of the stock holdings
No sector breakdown: these funds hold few classified stocks.
More: full overlap table · HFEQ holdings · SMOM holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.