QUAL:ARCA-iShares Edge MSCI USA Quality Factor

ETF | Large Blend | NYSE Arca

Last Closing

USD 73.96

Change

0.00 (0.00)%

Market Cap

USD 3.10B

Volume

0.13M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the MSCI USA Sector Neutral Quality Index composed of U.S. large- and mid-capitalization stocks with quality characteristics as identified through certain fundamental metrics. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index. The fund is non-diversified.

Inception Date: 16/07/2013

Primary Benchmark: MSCI USA Sector Neutral Quality GR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.15%

Management Expense Ratio: 0.15 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2018-12-14 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
VTI Vanguard Total Stock Market In.. 0.03 %

+0.06 (+0.02%)

USD 1,599.41B
SPY SPDR S&P 500 ETF Trust 0.09 %

-0.24 (-0.05%)

USD 528.58B
IVV iShares Core S&P 500 ETF 0.04 %

-0.20 (-0.04%)

USD 428.78B
VOO Vanguard S&P 500 ETF 0.03 %

-0.34 (-0.07%)

USD 419.07B
VIG Vanguard Dividend Appreciation.. 0.06 %

+0.32 (+0.18%)

USD 77.60B
RSP Invesco S&P 500® Equal Weight.. 0.20 %

+0.23 (+0.14%)

USD 53.38B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

+0.07 (+0.06%)

USD 51.22B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

-0.09 (-0.15%)

USD 40.18B
IWB iShares Russell 1000 ETF 0.15 %

-0.07 (-0.03%)

USD 33.43B
VV Vanguard Large-Cap Index Fund .. 0.04 %

-0.28 (-0.12%)

USD 32.71B

ETFs Containing QUAL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 12 Months  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 5 Years  
Capital Gain 35.93% N/A N/A N/A N/A
Dividend Return 7.67% N/A N/A N/A N/A
Total Return 43.60% N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 6.45% N/A N/A N/A N/A
Dividend Return 7.91% N/A N/A N/A N/A
Total Return 1.46% N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 6.26% N/A N/A N/A N/A
Risk Adjusted Return 126.43% N/A N/A N/A N/A
Market Capitalization 3.10B N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike