Launched on 07/16/2013, the iShares MSCI USA Quality Factor ETF (QUAL) is a smart beta exchange traded fund offering broad exposure to the Style Box - All Cap Blend category of the market.
Invesco MSCI USA ETF (PBUS) and iShares MSCI USA Quality Factor ETF (QUAL) are both rated as buys for US equity exposure. PBUS offers lower costs, lower portfolio turnover, and slightly better risk-adjusted returns compared to QUAL, making PBUS the preferred choice. QUAL's quality screening does not provide significant differentiation or outperformance versus PBUS, despite higher fees and turnover.
The iShares MSCI USA Quality Factor ETF (QUAL) was launched on 07/16/2013, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Blend category of the market.
QUAL has underperformed the S&P 500 since April, with high-beta stocks outperforming quality-focused names. I maintain a hold rating due to QUAL's weak relative strength and premium valuation, trading at a high 24.2x P/E. The ETF's portfolio is concentrated in large-cap tech, with resistance near $187 and a neutral technical outlook.
The S&P 500 hit a record high after a swift rebound from April's tariff-driven plunge, with retail and institutional buyers fueling the rally. Tap VOO, QUAL, VYM NOBL.
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Making its debut on 07/16/2013, smart beta exchange traded fund iShares MSCI USA Quality Factor ETF (QUAL) provides investors broad exposure to the Style Box - All Cap Blend category of the market.
The US stock market's recent volatility presents a buying opportunity, with historical trends suggesting a swift recovery and potential long-term gains. iShares MSCI USA Quality Factor ETF is recommended for its balanced portfolio, combining growth and value stocks to capitalize on uptrends while limiting risks. QUAL's portfolio includes top tech and low beta stocks, offering diversification and stability, with a low expense ratio and strong liquidity.
Making its debut on 07/16/2013, smart beta exchange traded fund iShares MSCI USA Quality Factor ETF (QUAL) provides investors broad exposure to the Style Box - All Cap Blend category of the market.
The stock market looks wobbly these days. Sudden growth spurts are often followed by quick price cuts, and vice versa.
QUAL ETF has underperformed the S&P 500 recently, showing modest negative alpha since Q3 2024, despite a broad uptrend and premium earnings multiple. The ETF boasts strong fundamentals with high return on equity, stable earnings growth, and low financial leverage, but technical momentum is weakening. QUAL's valuation has increased, with a P/E ratio of 24.7 and a PEG ratio of 2.5, justified by the quality of its holdings.
The iShares MSCI USA Quality Factor ETF (QUAL) was launched on 07/16/2013, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Blend category of the market.