QIDX - ETF AI Analysis
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Indexperts Quality Earnings Focused ETF (QIDX)
Rating:72Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating positive recent momentum.
Quality Leaders in Top Holdings
Several of the largest positions, such as Arista Networks, Exxon Mobil, and Cisco, have delivered strong year-to-date results that help support the fund’s overall performance.
Broad Sector Diversification
Holdings spread across technology, industrials, consumer sectors, health care, energy, and more help reduce the impact of weakness in any single industry.
Negative Factors
Moderate Expense Ratio
The fund’s fee is not especially low, which slightly reduces the net return investors keep over time compared with cheaper ETFs.
Concentrated in U.S. Stocks
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is heavily tied to the U.S. market.
Mixed Performance Among Top Holdings
Some key positions, including Thermo Fisher, HEICO, Apple, and NRG Energy, have shown weaker year-to-date results, which can drag on the fund if this trend continues.
QIDX vs. SPDR S&P 500 ETF (SPY)
AUM38.94M
RegionNorth America
Expense Ratio0.50%
Beta0.68
IssuerIndexperts
Inception DateJan 02, 2025
Dividend Yield0.86%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,250
30 Day Avg. Volume3,334
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
13.50Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering133
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
QIDX Summary
The Indexperts Quality Earnings Focused ETF (QIDX) is an actively managed fund that looks across the total U.S. stock market for companies with strong, steady profits and solid finances, rather than tracking a specific index. It holds well-known names like Apple, Alphabet (Google), Walmart, and Exxon Mobil, and spreads investments across many sectors, including technology, health care, and consumer companies. Someone might consider QIDX for broad diversification with a tilt toward financially healthy businesses that may offer more stability over time. However, its share price can still go up and down with the overall stock market.
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 leans heavily on U.S. tech and industrial names, with Arista Networks and KLA acting as the fund’s turbochargers thanks to strong, AI-driven momentum. Cisco and F5 are also pulling their weight, keeping the tech engine humming. On the flip side, Thermo Fisher is losing steam, and Exxon Mobil has been more of a speed bump than a tailwind lately. Overall, the ETF is U.S.-centric and tech-tilted, with a mix of rising stars and a few laggards that slightly dampen an otherwise upbeat story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Arista Networks | 3.68% | $1.45M | $201.46B | 67.60% | 83 Outperform | |
| Alphabet Class A | 3.33% | $1.31M | $4.34T | 110.50% | 85 Outperform | |
| HEICO | 2.71% | $1.07M | $42.09B | 12.55% | 77 Outperform | |
| Cisco Systems | 2.68% | $1.05M | $444.16B | 62.98% | 77 Outperform | |
| Thermo Fisher | 2.50% | $983.96K | $194.52B | 21.22% | 72 Outperform | |
| Apple | 2.20% | $868.26K | $4.53T | 47.93% | 79 Outperform | |
| F5, Inc. | 2.18% | $858.59K | $23.03B | 37.93% | 74 Outperform | |
| KLA | 1.87% | $737.26K | $307.69B | 135.49% | 77 Outperform | |
| Exxon Mobil | 1.78% | $702.67K | $568.16B | 24.08% | 74 Outperform | |
| Williams Co | 1.77% | $698.27K | $89.45B | 24.52% | 76 Outperform |
QIDX Technical Analysis
Positive
―
Price Trends
11.44
Positive
11.22
Positive
11.02
Positive
Market Momentum
0.09
Positive
61.48
Neutral
43.88
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For QIDX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 11.64, equal to the 50-day MA of 11.44, and equal to the 200-day MA of 11.02, indicating a bullish trend. The MACD of 0.09 indicates Positive momentum. The RSI at 61.48 is Neutral, neither overbought nor oversold. The STOCH value of 43.88 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for QIDX.
QIDX Peer Comparison
Comparison Results
Performance Comparison
QIDX
Indexperts Quality Earnings Focused ETF
11.76
1.31
12.54%
BAMD
Brookstone Dividend Stock ETF
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SOVF
Sovereign's Capital Flourish Fund
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YALL
God Bless America ETF
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RFDA
RiverFront Dynamic US Dividend Advantage ETF
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PFOE
Pathfinder Focused Opportunities 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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