AQLT - ETF AI Analysis
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iShares MSCI Global Quality Factor ETF (AQLT)
AQLT vs. SPDR S&P 500 ETF (SPY)
- AUM
- 343.09M
- Region
- Global
- Expense Ratio
- 0.20%
- Beta
- 0.94
- Issuer
- iShares
- Inception Date
- Dec 11, 2024
- Dividend Yield
- 0.99%
- Asset Class
- Equity
- Index Tracked
- MSCI ACWI Quality
AQLT Summary
AQLT is the iShares MSCI Global Quality Factor ETF, which follows the MSCI ACWI Quality index. It invests in “high-quality” companies around the world, mainly in the U.S., that have strong finances and steady earnings. Big names like Microsoft and Apple are among its top holdings, along with other leading tech and healthcare firms. Someone might consider AQLT for broad global diversification with a tilt toward financially solid, well-established businesses that may offer more stable growth over time. A key risk is that it still holds stocks, so its value can go up and down with the overall stock market, especially technology shares.
How much will it cost me?
This ETF has an expense ratio of 0.20%, which means you’ll pay about $2 per year for every $1,000 invested. That’s slightly higher than the cheapest broad index ETFs because it’s a rules-based, factor-focused strategy targeting higher-quality companies rather than a plain market-cap index.
What would affect this ETF?
AQLT could benefit if global economic growth stays steady and demand for leading technology and healthcare companies like Microsoft, Apple, Nvidia, and Eli Lilly remains strong, as its focus on financially solid, well-managed businesses may help in uncertain markets. On the downside, a sharp slowdown in the world economy, tighter regulations on big tech and communication firms, or rising interest rates that hurt growth stocks could weigh on this globally diversified, quality-focused ETF.
AQLT Top 10 Holdings
AQLT leans heavily into global Big Tech, with Microsoft and Apple acting as the main engines of performance as their shares keep rising on the back of cloud, AI, and services growth. Nvidia and ASML add a strong semiconductor tilt, though Nvidia has been mixed lately and occasionally loses momentum, while ASML’s earlier surge has cooled. Meta and Alphabet, both lagging recently, are more like turbulence in the fund’s otherwise smooth tech flight. Eli Lilly and Johnson & Johnson provide steady health care ballast, and Visa adds a financials kicker, all within a broadly global mix of U.S. and European leaders.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MSFT | Microsoft | 6.09% | $20.87M | $3.88T | -0.73% | 79Outperform |
 AAPL | Apple | 5.59% | $19.17M | $5.03T | 26.98% | 79Outperform |
 NVDA | Nvidia | 4.65% | $15.93M | $4.93T | 0.86% | 76Outperform |
 META | Meta Platforms | 4.39% | $15.04M | $1.57T | -7.72% | 76Outperform |
 AVGO | Broadcom | 4.02% | $13.78M | $1.56T | -13.38% | 76Outperform |
 LLY | Eli Lilly & Co | 3.43% | $11.74M | $1.33T | 67.86% | 72Outperform |
 V | Visa | 2.49% | $8.54M | $782.42B | 19.87% | 70Outperform |
 NL:ASML | ASML Holding NV | 2.47% | $8.46M | EUR 539.67B | 50.70% | 76Outperform |
 GOOGL | Alphabet Class A | 1.96% | $6.73M | $3.41T | -0.58% | 85Outperform |
 JNJ | Johnson & Johnson | 1.93% | $6.61M | $657.68B | 44.51% | 78Outperform |
AQLT Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AQLT, the sentiment is Negative. The current price of 31.33 is below the 20-day moving average (MA) of 31.99, below the 50-day MA of 31.90, and above the 200-day MA of 30.55, indicating a neutral trend. The MACD of -0.11 indicates Positive momentum. The RSI at 39.10 is Neutral, neither overbought nor oversold. The STOCH value of 35.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AQLT.
AQLT Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| AQLT | $31.33 | $34.00(8.52% Upside) | $343.09M | 0.20% | 68Neutral |
 RGEF | $33.91 | $44.49(31.20% Upside) | $798.12M | 0.55% | 71Outperform |
 KAT | $59.06 | $67.45(14.20% Upside) | $668.77M | 0.75% | 64Neutral |
 DWLD | $44.30 | $58.75(32.62% Upside) | $567.47M | 0.62% | 62Neutral |
 RGLO | $32.67 | $41.10(25.79% Upside) | $370.72M | 0.49% | 68Neutral |
 JSTC | $23.38 | $28.07(20.06% Upside) | $300.92M | 0.89% | 60Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| AQLT | iShares MSCI Global Quality Factor ETF | 31.33 | 3.88 | 14.11% | |
| RGEF | Rockefeller Global Equity ETF | 33.91 | 3.87 | 12.89% | |
| KAT | Scharf ETF | 59.06 | 5.36 | 9.98% | |
| DWLD | Davis Select Worldwide Etf | 44.30 | -0.54 | -1.19% | |
| RGLO | Global Equity Active ETF | 32.67 | 3.73 | 12.88% | |
| JSTC | Adasina Social Justice All Cap Global ETF | 23.38 | 3.33 | 16.63% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.