Is iShares MSCI USA Quality Factor ETF (QUAL) a Strong ETF Right Now?

Zacks10-29

Designed to provide broad exposure to the Style Box - All Cap Blend category of the market, the iShares MSCI USA Quality Factor ETF (QUAL) is a smart beta exchange traded fund launched on 07/16/2013. ...

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All Cap Blend category of the market, the iShares MSCI USA Quality Factor ETF (QUAL) is a smart beta exchange traded fund launched on 07/16/2013.\n...</p>\n\n<a href=\"https://finance.yahoo.com/news/ishares-msci-usa-quality-factor-102007584.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GB00BDT5M118.USD","symbol_name":"天利环球扩展Alpha基金A Acc","start_time":0,"source_url":"https://finance.yahoo.com/news/ishares-msci-usa-quality-factor-102007584.html","article_id":"2479406672","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/t6.OdXEVKQihFo9otNenfg--~B/aD01NjU7dz05MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/4f1a8d86cead9f96536efb147945dcc9"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2479406672","pubTimestamp":1730197207,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Designed to provide broad exposure to the Style Box - All Cap Blend category of the market, the iShares MSCI USA Quality Factor ETF  is a smart beta exchange traded fund launched on 07/16/2013.Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy.A good option for investors who believe in market efficiency, market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns.However, some investors believe in the possibility of beating the market through exceptional stock selection, and choose a different type of fund that tracks non-cap weighted strategies: smart beta.The MSCI USA Sector Neutral Quality Index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index which includes U.S. large and mid capitalization stocks.Year-to-date, the iShares MSCI USA Quality Factor ETF return ","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","BK4579":"人工智能","BK4588":"碎股","LU2265009873.SGD":"Eastspring Investments - 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QUAL has been able to amass assets over $50.04 billion, making it one of the largest ETFs in the Style Box - All Cap Blend. QUAL, before fees and expenses, seeks to match the performance of the MSCI USA Sector Neutral Quality Index.\nThe MSCI USA Sector Neutral Quality Index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index which includes U.S. large and mid capitalization stocks.\nCost & Other Expenses\nInvestors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same.\nAnnual operating expenses for this ETF are 0.15%, making it one of the cheaper products in the space.\nThe fund has a 12-month trailing dividend yield of 1%.\nSector Exposure and Top Holdings\nEven though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.\nRepresenting 30.50% of the portfolio, the fund has heaviest allocation to the Information Technology sector; Financials and Healthcare round out the top three.\nWhen you look at individual holdings, Nvidia Corp (NVDA) accounts for about 5.93% of the fund's total assets, followed by Apple Inc (AAPL) and Microsoft Corp (MSFT).\nQUAL's top 10 holdings account for about 40.07% of its total assets under management.\nPerformance and Risk\nYear-to-date, the iShares MSCI USA Quality Factor ETF return is roughly 23.25% so far, and was up about 42.49% over the last 12 months (as of 10/29/2024). QUAL has traded between $129.26 and $183.19 in this past 52-week period.\nQUAL has a beta of 1.03 and standard deviation of 18.50% for the trailing three-year period, which makes the fund a medium risk choice in the space. With about 128 holdings, it effectively diversifies company-specific risk.\nAlternatives\nIShares MSCI USA Quality Factor ETF is a reasonable option for investors seeking to outperform the Style Box - All Cap Blend segment of the market. However, there are other ETFs in the space which investors could consider.\nIShares Core S&P Total U.S. Stock Market ETF (ITOT) tracks S&P Total Market Index and the Vanguard Total Stock Market ETF (VTI) tracks CRSP US Total Market Index. IShares Core S&P Total U.S. Stock Market ETF has $62.74 billion in assets, Vanguard Total Stock Market ETF has $446.28 billion. ITOT has an expense ratio of 0.03% and VTI charges 0.03%.\nInvestors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - All Cap Blend.\nBottom Line\nTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\niShares MSCI USA Quality Factor ETF (QUAL): ETF Research Reports\nApple Inc. (AAPL) : Free Stock Analysis Report\nMicrosoft Corporation (MSFT) : Free Stock Analysis Report\nNVIDIA Corporation (NVDA) : Free Stock Analysis Report\nVanguard Total Stock Market ETF (VTI): ETF Research Reports\niShares Core S&P Total U.S. Stock Market ETF (ITOT): ETF Research Reports\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2479406672"}