FlexShares US Quality Large Cap ETF: Performance Overview

FlexShares US Quality Large Cap ETF shows a year-to-date loss of -2.94% as of March 2025, while up 10.88% over the past year, indicating mixed performance trends for investors considering large cap blend exposure.

Date: 25-03-2025

AI Rating: 5

Market Context: The FlexShares US Quality Large Cap ETF (QLC) is designed for investors seeking exposure to large cap blend stocks. With assets over $350.38 million, it maintains a stable presence in the market.

Performance and Risks: The ETF's performance reveals it has lost about -2.94% year-to-date but has seen a gain of 10.88% over the last year. Investors may view the YTD loss negatively, impacting confidence in its near-term prospects.

Sectors and Holdings: QLC is heavily weighted in Information Technology (31.60%), with major holdings in Apple (AAPL), Nvidia (NVDA), and Microsoft (MSFT). These companies embody the qualities of better quality and attractive valuation.

Expense and Yield: Operating at an annual expense of 0.25%, QLC’s cost remains competitive. However, the 12-month trailing dividend yield of 1.05% may not attract yield-seeking investors.

Overall Impression: The ETF ranks as a Zacks ETF Rank 2 (Buy), but its -2.94% YTD decline raises concerns. Investors may want to closely monitor performance data for informed decision-making.

Stocks: AAPL MSFT NVDA