Studies

AlgovestIQ Research · Data through 2026-09-04

Momentum and Quality Divergence in the AIQ 50: September 4, 2026

How often do Momentum and Quality disagree within the published AIQ 50? This snapshot compares the two factor readings without testing a trading strategy or future returns.

Findings within this cohort

  • 27 of 50 paired observations had Quality above Momentum.
  • 22 had Momentum above Quality; 1 had equal readings.
  • The mean absolute difference between Momentum and Quality was 14.56 points on their 0–100 scales.

A gap describes different model readings. It does not establish mispricing, a causal relationship or a forecast.

Factor distribution

Published AIQ 50 factor scores, 2026-09-04
FactorAvailableMeanMedianMinimumMaximum
Momentum5073.875.55595
Quality5074.1274.540100
Risk Resilience5055.9254.52487
Value5058.64602575

Sample and method

The sample is the 50 securities in the retained equity-only AIQ 50 export, not all US stocks and not a random sample. Ranking, liquidity, price, confidence and coverage filters affect selection. The export reports 1047 eligible securities within a covered universe of 1470.

Analysis compares available finite 0–100 factor values. Each factor reports its own available count; paired findings require both Momentum and Quality. The absolute gap is |Momentum − Quality|. Means and medians are descriptive and unweighted. The retained leaderboard version is lb-v1.0.0.

Selection into a high-scoring cohort limits generalization. This cross-sectional study does not demonstrate persistence, causality, investment suitability or future performance. Missing values are excluded, not replaced with zero.

Calculation and interpretation reference →

Reproducibility and source

The analysis uses the retained aiq50_full_2026-09-04.json export. Aggregate data includes source and analysis checksums; underlying third-party datasets are not redistributed.

Source SHA-256: 5f5b8520f9d02e40fb87a6903cee25b686081d1f9e0ed88283a1bc07705bd098

Download aggregate results and provenance (JSON)

Corrections will be identified as explicit revisions rather than silently updating this dated study. Contact [email protected] with the study URL and disputed value.

Cite this study

AlgovestIQ Research. Momentum and Quality Divergence in the AIQ 50: September 4, 2026. Data through 2026-09-04. https://www.algovestiq.com/studies/aiq50-factor-dispersion-2026-09-04. Descriptive AIQ 50 cohort study; not a market-wide or future-return finding.