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QUS - ETF AI Analysis
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SPDR MSCI USA StrategicFactors ETF (QUS)
Rating:74Outperform
Price Target:
$193.00
Positive Factors
Strong Top Holdings
Several key holdings, such as Nvidia, Microsoft, and Alphabet, have delivered strong year-to-date performance, driving the ETF's returns.
Low Expense Ratio
The ETF charges a very low expense ratio, making it cost-effective compared to many other funds.
Broad Sector Diversification
The ETF is spread across multiple sectors, including Technology, Financials, and Health Care, reducing reliance on any single industry.
Negative Factors
Heavy U.S. Exposure
The ETF is overwhelmingly focused on U.S. companies, offering minimal geographic diversification.
High Technology Concentration
Technology accounts for over a quarter of the portfolio, making the fund vulnerable to downturns in the tech sector.
Underperforming Holdings
Some holdings, like Eli Lilly and Apple, have shown weaker year-to-date performance compared to others in the portfolio.
QUS vs. SPDR S&P 500 ETF (SPY)
AUM1.52B
RegionNorth America
Expense Ratio0.15%
Beta0.76
IssuerSPDR
Inception DateApr 15, 2015
Dividend Yield1.37%
Asset ClassEquity
Index TrackedMSCI USA Factor Mix A-Series Capped (USD)
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume22,954
30 Day Avg. Volume25,595
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
197.56Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering547
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
QUS Summary
The SPDR MSCI USA StrategicFactors ETF (QUS) is an investment fund that gives you exposure to a wide range of U.S. companies while using a smart strategy to balance growth and stability. It follows the MSCI USA Factor Mix Index, which selects stocks based on factors like value, quality, and low volatility. Some of its top holdings include well-known companies like Apple and Microsoft. This ETF is a good choice for investors looking to diversify their portfolio across many industries and benefit from a thoughtful approach to managing risk. However, since it focuses heavily on U.S. stocks, its performance can be affected by changes in the U.S. economy.
How much will it cost me?The SPDR MSCI USA StrategicFactors ETF (QUS) has an expense ratio of 0.15%, which means you’ll pay $1.50 per year for every $1,000 invested. This is lower than the average for actively managed funds because QUS uses a rules-based, multifactor strategy rather than frequent active trading.
What would affect this ETF?The SPDR MSCI USA StrategicFactors ETF (QUS) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as stable economic conditions that support its focus on quality and low volatility factors. However, rising interest rates or economic uncertainty could negatively impact sectors like financials and consumer cyclical, which are also part of its portfolio. Regulatory changes affecting major companies like Apple, Microsoft, or Nvidia could further influence the ETF's performance.
QUS Top 10 Holdings
The SPDR MSCI USA StrategicFactors ETF leans heavily into technology, with giants like Apple, Microsoft, and Nvidia driving much of its performance. Nvidia is rising fast, fueled by its dominance in AI infrastructure, while Alphabet’s strong momentum in cloud and AI services adds further lift. However, Meta Platforms has been lagging recently, weighed down by regulatory challenges and high expenses. The fund’s focus on U.S. stocks ensures exposure to a broad market, but its tech-heavy tilt means it’s riding the wave of innovation while remaining vulnerable to sector-specific volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 3.49% | $52.63M | $3.99T | 18.29% | 80 Outperform | |
| Nvidia | 3.07% | $46.31M | $4.57T | 27.45% | 85 Outperform | |
| Microsoft | 3.05% | $46.06M | $3.69T | 17.58% | 82 Outperform | |
| Eli Lilly & Co | 2.27% | $34.25M | $886.24B | 11.16% | 76 Outperform | |
| Alphabet Class A | 2.21% | $33.34M | $3.44T | 56.34% | 80 Outperform | |
| Alphabet Class C | 2.00% | $30.25M | $3.44T | 55.51% | 86 Outperform | |
| Meta Platforms | 1.93% | $29.11M | $1.56T | 5.49% | 71 Outperform | |
| Visa | 1.83% | $27.66M | $649.18B | 9.14% | 75 Outperform | |
| Johnson & Johnson | 1.68% | $25.32M | $450.47B | 20.00% | 78 Outperform | |
| Mastercard | 1.59% | $24.00M | $496.84B | 5.18% | 69 Neutral |
QUS Technical Analysis
Neutral
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Price Trends
170.27
Positive
167.01
Positive
161.60
Positive
Market Momentum
0.20
Positive
48.04
Neutral
21.69
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For QUS, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 171.39, equal to the 50-day MA of 170.27, and equal to the 200-day MA of 161.60, indicating a neutral trend. The MACD of 0.20 indicates Positive momentum. The RSI at 48.04 is Neutral, neither overbought nor oversold. The STOCH value of 21.69 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for QUS.
QUS Peer Comparison
Comparison Results
Performance Comparison
QUS
SPDR MSCI USA StrategicFactors ETF
170.69
10.63
6.64%
AVUS
Avantis U.S. Equity ETF
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PBUS
Invesco PureBeta MSCI USA ETF
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ONEQ
Fidelity Nasdaq Composite Index ETF
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CGUS
Capital Group Core Equity ETF
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BBUS
JP Morgan Betabuilders U.S. Equity 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.
Disclaimer
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.Date of analysis: ―
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