SPDR MSCI USA StrategicFactors ETF Highlights Key Features

SPDR MSCI USA StrategicFactors ETF gains attention with a robust size and low expense ratios. A strong option for investors focusing on smart beta strategies amid diverse sector exposures.

Date: 13-03-2025

AI Rating: 6

Earnings and Performance Insights: The SPDR MSCI USA StrategicFactors ETF (QUS), which debuted on 04/15/2015, has amassed over $1.40 billion in assets. This considerable size makes it stand out in the Style Box - Large Cap Blend category.

For performance, QUS has experienced a loss of about -0.25% this year, but it has managed to achieve a gain of roughly 10.29% over the past year, demonstrating a commendable rebound and resilience in performance.

Cost Efficiency: The ETF's annual operating expense ratio of 0.15% indicates that it is one of the cheaper products in its category, which can likely lead to better net returns for investors in the long run, especially in a competitive ETF market.

Dividend Yield: The 12-month trailing dividend yield stands at 1.50%, providing an additional income stream for investors, which could enhance the attractiveness of the ETF as a long-term investment option.

Sector Allocation: QUS shows a significant allocation towards the Information Technology sector, comprising approximately 23% of its portfolio. This sector has been a strong performer historically and may provide further growth potential. The remaining sectors, Financials and Healthcare, round out the top three holdings, giving investors balanced exposure.

Top Holdings: The ETF features major companies such as Apple Inc. (AAPL), Microsoft Corp (MSFT), and Meta Platforms Inc (META), which together reflect strong fundamental characteristics that could drive performance.

Investors should keep a close watch on this ETF as it offers a blend of potential for growth while maintaining a relatively medium risk with a beta of 0.91, proving to be an appealing choice in the current market landscape.

Stocks: META MSFT AAPL QUS