iShares MSCI USA Quality Factor ETF (QUAL)


Product summary

  • The fund aims to invest in high-quality stocks by tracking the MSCI USA Sector Neutral Quality Index, which invests in large- and mid-cap stocks selected on the basis of three fundamental metrics: debt to equity (D/E), return on equity (ROE) and earnings variability
  • The fund owns more than 100 securities
  • This fund is heavily invested in the technology, financial, and health care sectors
  • As with many single-factor funds, QUAL isn't diversified enough stand alone as a core U.S. equity holding. It is more likely to be useful to investors who want to overlay a quality tilt on top of a core allocation to U.S. markets.


  1. topic.investment