QUS - ETF AI Analysis
Top Page
SPDR MSCI USA StrategicFactors ETF (QUS)
QUS, the SPDR MSCI USA StrategicFactors ETF, earns a solid overall rating thanks to its heavy exposure to high-quality leaders like Microsoft and Apple, which benefit from strong financial performance, growth in cloud, AI, and services, and supportive long-term outlooks. Other major holdings such as Merck, Cisco, and Meta add to the fund’s strength with robust earnings and strategic focus on AI and innovation, though some names like Nvidia, Visa, and Mastercard face risks from high valuations and bearish technical signals. The main risk factor is the fund’s concentration in large U.S. growth and tech-oriented companies, which can increase sensitivity to market swings and sector-specific downturns.
QUS vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.62B
- Region
- North America
- Expense Ratio
- 0.15%
- Beta
- 0.71
- Issuer
- SPDR
- Inception Date
- Apr 15, 2015
- Dividend Yield
- 1.25%
- Asset Class
- Equity
- Index Tracked
- MSCI USA Factor Mix A-Series Capped (USD)
QUS Summary
QUS is an ETF that follows the MSCI USA Factor Mix A-Series Index, aiming to give you broad exposure to the U.S. stock market in a more balanced way. It invests in many different sectors, including technology, health care, and financials, and uses a rules-based approach to focus on steadier, higher-quality companies. Well-known holdings include Microsoft and Apple. Someone might invest in QUS to get diversified U.S. stock market growth while trying to smooth out some of the ups and downs. A key risk is that it can still rise or fall with the overall U.S. stock market.
How much will it cost me?
This ETF has an expense ratio of 0.15%, which means you’ll pay about $1.50 per year for every $1,000 invested. That cost is slightly higher than the cheapest broad U.S. index funds because it uses a more complex, multifactor strategy rather than simple passive market tracking.
What would affect this ETF?
QUS is heavily invested in large U.S. technology, health care, and financial companies like Microsoft, Apple, Nvidia, and major drugmakers, so continued innovation, strong consumer spending, and a healthy U.S. economy could support future gains. On the other hand, higher interest rates, tighter regulations on big tech or banks, slower economic growth in the U.S., or sector-specific setbacks in technology and health care could weigh on the ETF’s performance despite its diversified, lower-volatility strategy.
QUS Top 10 Holdings
QUS leans heavily into U.S. large caps, with Big Tech and healthcare setting the tone. Microsoft and Apple are the steady engines, rising and helping drive overall returns, while Nvidia’s recent wobble and Meta’s mixed, slightly lagging action show that not every tech name is firing on all cylinders. On the defensive side, Eli Lilly, Merck, and Johnson & Johnson are quietly powering ahead, giving the fund a strong healthcare backbone. Visa and Mastercard add a rising payments theme, leaving QUS well diversified but clearly anchored in U.S. blue-chip growth and quality.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MSFT | Microsoft | 3.89% | $63.06M | $4.13T | 5.67% | 79Outperform |
 AAPL | Apple | 3.25% | $52.70M | $5.08T | 27.40% | 79Outperform |
 LLY | Eli Lilly & Co | 2.61% | $42.26M | $1.33T | 47.41% | 72Outperform |
 NVDA | Nvidia | 2.42% | $39.27M | $4.82T | -6.97% | 76Outperform |
 V | Visa | 2.24% | $36.31M | $836.32B | 24.28% | 70Outperform |
 META | Meta Platforms | 2.23% | $36.07M | $1.61T | -4.85% | 76Outperform |
 JNJ | Johnson & Johnson | 1.95% | $31.61M | $665.19B | 46.41% | 78Outperform |
 MA | Mastercard | 1.80% | $29.20M | $586.02B | 18.54% | 75Outperform |
 MRK | Merck & Company | 1.45% | $23.49M | $370.96B | 74.12% | 80Outperform |
 WMT | Walmart | 1.44% | $23.42M | $1.02T | 25.87% | 78Outperform |
QUS Technical Analysis
Price Trends
Market Momentum
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 194.05 is below the 20-day moving average (MA) of 196.22, above the 50-day MA of 194.03, and above the 200-day MA of 185.13, indicating a neutral trend. The MACD of 0.83 indicates Positive momentum. The RSI at 45.72 is Neutral, neither overbought nor oversold. The STOCH value of 39.85 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| QUS | $194.05 | $217.00(11.83% Upside) | $1.62B | 0.15% | 73Outperform |
 BBUS | $131.91 | $167.32(26.84% Upside) | $9.79B | 0.02% | 73Outperform |
 QLTY | $43.17 | $53.09(22.97% Upside) | $5.64B | 0.50% | 75Outperform |
 DSI | $137.95 | $177.45(28.64% Upside) | $5.42B | 0.25% | 74Outperform |
 AKRE | $61.17 | $71.45(16.80% Upside) | $5.09B | 0.98% | 68Neutral |
 VTHR | $323.16 | $424.73(31.43% Upside) | $4.88B | 0.06% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| QUS | SPDR MSCI USA StrategicFactors ETF | 194.05 | 24.14 | 14.20% | |
| BBUS | JP Morgan Betabuilders U.S. Equity ETF | 131.91 | 9.83 | 8.05% | |
| QLTY | GMO U.S. Quality ETF | 43.17 | 6.05 | 16.29% | |
| DSI | iShares MSCI KLD 400 Social ETF | 137.95 | 10.16 | 7.95% | |
| AKRE | Akre Focus ETF | 61.17 | -2.89 | -4.51% | |
| VTHR | Vanguard Russell 3000 ETF | 323.16 | 26.22 | 8.83% |
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.