QIDX - ETF AI Analysis
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Indexperts Quality Earnings Focused ETF (QIDX)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past few months, showing positive momentum.
High-Quality Top Holdings
Many of the largest positions, including major technology and energy names, have shown strong year-to-date performance, helping drive the fund’s returns.
Broad Sector Diversification
Holdings spread across technology, industrials, consumer sectors, health care, financials, and energy help reduce the impact of weakness in any single industry.
Negative Factors
Moderately High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. market.
Some Lagging Top Holding
At least one major position has shown weak performance this year, which can drag on overall fund results if it continues.
QIDX vs. SPDR S&P 500 ETF (SPY)
AUM38.78M
RegionNorth America
Expense Ratio0.50%
Beta0.67
IssuerIndexperts
Inception DateJan 02, 2025
Dividend Yield0.89%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,993
30 Day Avg. Volume4,010
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
13.62Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering131
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
QIDX Summary
The Indexperts Quality Earnings Focused ETF (QIDX) is a U.S. stock fund that aims to invest in companies with strong, steady profits rather than tracking a single index. It focuses on “quality” businesses across many sectors, with a tilt toward technology and industrials. Well-known holdings include Apple and Alphabet (Google’s parent company). Someone might consider QIDX if they want broad exposure to the stock market but prefer companies with healthier finances and more reliable earnings. A key risk is that it still invests in stocks, so its value can rise and fall with the overall market and with tech-heavy sectors.
How much will it cost me?The Indexperts Quality Earnings Focused ETF (QIDX) has an expense ratio of 0.5%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on selecting companies with strong financial health and consistent earnings growth.
What would affect this ETF?QIDX's focus on high-quality earnings and financially resilient companies, particularly in sectors like Technology and Health Care, could benefit from continued innovation and demand in these areas. However, economic challenges such as rising interest rates or regulatory changes in key sectors like Technology and Communication Services could negatively impact growth. Its strong U.S. exposure means it is closely tied to domestic economic conditions, which could be a positive or negative driver depending on market trends.
QIDX Top 10 Holdings
QIDX is leaning heavily on U.S. quality names, with tech and industrials doing much of the heavy lifting. Arista Networks has been a standout, rising steadily and giving the fund a strong AI-and-cloud flavor, while Thermo Fisher adds a healthy dose of stable, science-driven growth. Apple, though still a long-term leader, has been losing a bit of steam lately, and Alphabet’s mixed recent stretch has kept it from fully pulling its weight. Energy names like Exxon Mobil and Williams Co are more steady contributors, rounding out a broadly diversified, U.S.-focused lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Arista Networks | 4.17% | $1.65M | $244.40B | 37.38% | 83 Outperform | |
| Alphabet Class A | 3.11% | $1.23M | $4.12T | 41.20% | 85 Outperform | |
| Thermo Fisher | 2.99% | $1.18M | $226.94B | 27.23% | 72 Outperform | |
| HEICO | 2.44% | $963.42K | $38.28B | 2.55% | 77 Outperform | |
| Apple | 2.28% | $901.36K | $4.67T | 34.93% | 79 Outperform | |
| ― | 2.12% | $837.62K | ― | ― | ― | |
| Exxon Mobil | 2.11% | $833.23K | $655.73B | 44.12% | 74 Outperform | |
| F5, Inc. | 2.06% | $811.79K | $22.11B | 21.78% | 74 Outperform | |
| Cisco Systems | 1.86% | $733.71K | $430.53B | 62.16% | 77 Outperform | |
| Williams Co | 1.83% | $721.41K | $90.70B | 30.43% | 76 Outperform |
QIDX Technical Analysis
Negative
―
Price Trends
11.78
Negative
11.58
Negative
11.25
Positive
Market Momentum
-0.08
Positive
30.84
Neutral
2.00
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For QIDX, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 11.75, equal to the 50-day MA of 11.78, and equal to the 200-day MA of 11.25, indicating a neutral trend. The MACD of -0.08 indicates Positive momentum. The RSI at 30.84 is Neutral, neither overbought nor oversold. The STOCH value of 2.00 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for QIDX.
QIDX Peer Comparison
Comparison Results
Performance Comparison
QIDX
Indexperts Quality Earnings Focused ETF
11.41
0.57
5.26%
BAMD
Brookstone Dividend Stock ETF
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STNC
Stance Equity ESG Large Cap Core ETF
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SOVF
Sovereign's Capital Flourish Fund
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PFOE
Pathfinder Focused Opportunities ETF
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YALL
God Bless America ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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