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ETFs

iShares MSCI USA Quality Factor ETF

QUAL
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Jul 16 2013
Expense Ratio
0.15%
Type
US Equities
Fund Owner
Blackrock (iShares)
Volume (1m avg. daily)
$133,839,261
AUM
$31,307,958,573
Associated Index
MSCI USA Sector Neutral Quality Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

NVDA
NVIDIA Corp
5.83%
V
Visa Inc - Ordinary Shares - Class A
4.64%
META
Meta Platforms Inc - Ordinary Shares - Class A
4.45%
AAPL
Apple Inc
4.37%
MSFT
Microsoft Corporation
4.36%
MA
Mastercard Incorporated - Ordinary Shares - Class A
4.11%
LLY
Lilly(Eli) & Co
3.16%
COP
Conoco Phillips
3.06%
AVGO
Broadcom Inc
2.61%
NKE
Nike, Inc. - Ordinary Shares - Class B
2.49%
Invest with QUAL

What is QUAL?

The iShares Edge MSCI USA Quality Factor ETF seeks to track the investment results of an index that measures the performance of U.S. large- and mid-capitalization stocks as identified through three fundamental variables: return on equity, earnings variability and debt-to-equity.

ETFs related toQUAL

ETFs correlated to QUAL include SPUU, VOO, GSLC

QUAL
BlackRock Institutional Trust Company N.A. - iShares MSCI USA Quality Factor ETF
SPUU
Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 2X Shares
VOO
Vanguard Group, Inc. - Vanguard S&P 500 ETF
GSLC
Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
SPY
SSgA Active Trust - SPDR S&P 500 ETF Trust
SSO
ProShares Trust - ProShares Ultra S&P500 2x Shares
IVV
BlackRock Institutional Trust Company N.A. - iShares Core S&P 500 ETF
ESGU
iShares Trust - iShares Trust iShares ESG Aware MSCI USA ETF
SPLG
SPDR Series Trust - SPDR Portfolio S&P 500 ETF
SPXL
Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares
IYY
BlackRock Institutional Trust Company N.A. - iShares Dow Jones U.S. ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toQUAL

#CV

Controlling for Volatility

Category

Getting Defensive, Worried about Inflation?

Risk Rating

Moderate

#DSS

Diversify with Sin Stocks

Category

Grow Your Portfolio, Diversification

Risk Rating

Aggressive

Create your own algorithmic trading strategy with QUAL using Composer

FAQ

QUAL is a US Equities ETF. The iShares Edge MSCI USA Quality Factor ETF seeks to track the investment results of an index that measures the performance of U.S. large- and mid-capitalization stocks as identified through three fundamental variables: return on equity, earnings variability and debt-to-equity.

QUAL tracks the MSCI USA Sector Neutral Quality Index.

No, QUAL is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, QUAL is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on QUAL is -0.0157%. This is the percent change in the value of QUAL over the most recent 1-month period. The 3-month return on QUAL is 0.0129%. This is the percent change in the value of QUAL over the most recent 3-month period.

The standard deviation of QUAL for the past year is 0.1853%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to QUAL include QULL, SPHQ, and SPHB.

ETFs correlated to QUAL include SPUU, VOO, and GSLC.

ETFs that are inversely correlated to QUAL include SDS, SPXS, and SH.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.