ETF Evaluator:
AlphaDroid Broad Markets Momentum ETF ()
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(as of Aug 26)
Best Performing in Large Growth Over the Last Year
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ETF Details
AlphaDroid Broad Markets Momentum ETF Overview
AlphaDroid Broad Markets Momentum ETF (EZMO) is a passively managed U.S. Equity Large Growth exchange-traded fund (ETF). Teucrium launched the ETF in 2025.
The investment seeks to track the total return performance, before fees and expenses, of the AlphaDroid® EZ-MO Broad Markets Momentum Index (“Broad Markets Index” or the “Index”).
The fund manager employs a “passive management” (or indexing) investment approach designed to track the total return performance, before fees and expenses, of the index. The fund invests in various types of U.S. publicly traded ETFs that comprise the index and therefore operates as a “fund-of-funds.” The index seeks to determine whether U.S. equity markets appear to be in an advancing market or appear to have an elevated risk of market decline. The fund is non-diversified.
About AlphaDroid Broad Markets Momentum ETF (EZMO)
There are 3 members of the management team with an average tenure of 0.79 years: Springer Harris (2025), Joran Haugens (2025) and Chris Small (2025). Management tenure is more important for actively managed ETFs than passive index ETFs.
The ETF has 1 primary benchmark: AlphaDroid EZ-MO Brd Mrkt Momentm TR USD index with a weighting of 100%. AlphaDroid Broad Markets Momentum ETF has 5 securities in its portfolio. The top 10 holdings constitute 99.6% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a nondiversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.
AlphaDroid Broad Markets Momentum ETF is part of the Equity global asset class and is within the U.S. Equity ETF group. AlphaDroid Broad Markets Momentum ETF has 2.0% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 97.5% There is 2.0% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). AlphaDroid Broad Markets Momentum ETF has 0.6% of the portfolio in cash.
Assets Under Management
The fund has $12 million in total assets, which is below the $8 billion average for the Large Growth category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
EZMO Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The AlphaDroid Broad Markets Momentum ETF expense ratio is high compared to funds in the Large Growth category. AlphaDroid Broad Markets Momentum ETF has an expense ratio of 0.83%, which is 68% higher than its category average, making the fund expense ratio grade a F. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. AlphaDroid Broad Markets Momentum ETF has a portfolio turnover rate of 24%, which indicates that it holds its assets around / 0.0 years. By way of comparison, the average portfolio turnover is 74% for the Large Growth category.
Recently, in the month of July 2026, AlphaDroid Broad Markets Momentum ETF returned -4.4%, which earned it a grade of D, as the Large Growth category had an average return of -3.8%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.
AlphaDroid Broad Markets Momentum ETF has a trailing yield of 0.00%, which is below the 0.53% category average.
The fund normally distributes its income annually and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
AlphaDroid Broad Markets Momentum ETF Grades
Year to date, the ETF has returned -3.4%, 9.6 percentage points worse than the category, which translates into a grade of F.
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EZMO Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| EZMO Return (NAV) | -4.4% | -5.1% | na | na | na | na |
| EZMO Return (Price) | -4.4% | -5.0% | na | na | na | na |
| NAV +/- Price Return | -0.091% | -0.098% | na | na | na | na |
| Large Growth Avg | -3.8% | 2.7% | 13.0% | 19.6% | 9.9% | 15.8% |
| EZMO Grade (NAV) | D | F | na | na | na | na |
| +/- Category (NAV) | -0.7% | -7.8% | na | na | na | na |
| EZMO Tax-Cost Ratio | na | na | na | na | na | na |
EZMO Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| EZMO Return (NAV) | -3.4% | na | na | na | na | na | na | na | na | na | na |
| EZMO Return (Price) | -3.4% | na | na | na | na | na | na | na | na | na | na |
| NAV +/- Price Ret | -0.020% | na | na | na | na | na | na | na | na | na | na |
| Large Growth Avg | 6.2% | 16.9% | 30.5% | 38.6% | -30.7% | 21.6% | 37.2% | 33.0% | -2.1% | 28.4% | 5.0% |
| EZMO Grade (NAV) | F | na | na | na | na | na | na | na | na | na | na |
| +/- Category | -9.6% | na | na | na | na | na | na | na | na | na | na |
| Risk Measures | |
| Beta: | na |
| R-Squared: | na |
| Standard Deviation: | na |
| Category Risk Index: | na |
| Category Risk Rating: | |
| Total Risk Index: | na |
| Total Risk Rating: | |
| Portfolio Characteristics | |
| Yield: | -- |
| Total Assets: | $ 12 Mil |
| Share Class Assets: | $ 12 Mil |
| Turnover: | 24.0% |
| Expense Ratio: | 0.83% |
| Index Fund: | Yes |
| Index Tracked: | AlphaDroid EZ-MO Brd Mrkt Momentm TR USD |
| Index Weighting: | 100% |
| Leveraged: | No |
| Socially Responsible Fund: | No |
| Capital Gains Distribution Frequency: | Annually |
| Income Distribution Frequency: | Annually |
Management Team
| Number of Managers: 3 | |||
| Longest Tenure: 0.8 years | |||
| Average Tenure: 0.8 years | |||
| Managers (Year): Harris Springer (2025), Haugens Joran (2025), Small Chris (2025) | |||
Portfolio Composition (as of 7/31/26)
| # of Holdings: | 5 |
| % in Top 10 Holdings: | 99.6% |
| Fund is Non-Diversified: | Yes |
| % in Foreign Issues: | 2.0% |
Portfolio Allocation |
|
| Domestic Stock: | 97.5% |
| Foreign Stock: | 2.0% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | -0.1% |
| Cash: | 0.6% |
Purchase Information
| Legal Structure: | Open Ended Investment Company |
| Fund Family: | Teucrium |
| Phone Number: | 800-617-0004 |
| Website: | |
| Inception Date: | October 15, 2025 |
Expenses and Fees
| Expense Ratio (%): | 0.83% (Rating: High) |
| Category Average Expense Ratio (%): | 0.49% |
