QUS:NYE-SPDR® MSCI USA StrategicFactors ETF (USD)

ETF | Large Blend |

Last Closing

USD 156.983

Change

+0.47 (+0.30)%

Market Cap

N/A

Volume

7.98K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-23 )

Largest Industry Peers for Large Blend

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

+0.70 (+0.25%)

USD 429.85B
SPLG SPDR® Portfolio S&P 500 ETF

-0.04 (-0.06%)

USD 45.56B
SCHX Schwab U.S. Large-Cap ETF

+0.19 (+0.28%)

USD 45.04B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.37 (+0.33%)

USD 12.84B
DYNF BlackRock US Equity Factor Rot..

+0.19 (+0.39%)

USD 11.77B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.07 (-0.10%)

USD 9.14B
SPLV Invesco S&P 500® Low Volatili..

+0.34 (+0.48%)

USD 7.44B
JQUA JPMorgan U.S. Quality Factor E..

+0.16 (+0.28%)

USD 5.32B
SCHK Schwab 1000 ETF

+0.11 (+0.20%)

USD 3.78B
SUSA iShares MSCI USA ESG Select

+0.32 (+0.27%)

USD 3.70B

ETFs Containing QUS

QGL:CA 0.00 % 0.80 %

N/A

N/A
QMA:CA 0.00 % 0.80 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.82% 46% F 79% B-
Dividend Return 0.73% 57% F 16% F
Total Return 19.55% 47% F 76% C+
Trailing 12 Months  
Capital Gain 28.61% 43% F 76% C+
Dividend Return 0.79% 8% B- 9% A-
Total Return 29.40% 42% F 72% C
Trailing 5 Years  
Capital Gain 76.84% 46% F 80% B-
Dividend Return 8.07% 57% F 27% F
Total Return 84.91% 46% F 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.47% 43% F 73% C
Dividend Return 13.90% 46% F 72% C
Total Return 1.42% 73% C 33% F
Risk Return Profile  
Volatility (Standard Deviation) 15.57% 86% B+ 63% D
Risk Adjusted Return 89.29% 88% B+ 94% A
Market Capitalization N/A 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.