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QUS - ETF AI Analysis
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SPDR MSCI USA StrategicFactors ETF (QUS)
Rating:73Outperform
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Large, Established Top Holdings
The ETF’s biggest positions are in well-known, blue-chip companies, which can provide stability compared with smaller, more volatile stocks.
Low Expense Ratio
The fund charges relatively low annual fees, so less of your potential return is lost to costs over time.
Negative Factors
Recent Weakness in Key Tech Holdings
Several of the largest technology names in the portfolio have shown weak performance this year, which can drag on overall returns.
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very little geographic diversification.
Muted Recent Performance
The ETF’s year-to-date and one-month returns have been fairly soft, suggesting limited short-term momentum.
QUS vs. SPDR S&P 500 ETF (SPY)
AUM1.51B
RegionNorth America
Expense Ratio0.15%
Beta0.75
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. Volume28,030
30 Day Avg. Volume25,121
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
209.14Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering535
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
QUS Summary
QUS is an ETF that follows the MSCI USA Factor Mix A-Series Index, giving you broad exposure to U.S. stocks with a focus on stability and quality. It holds many well-known companies like Microsoft and Apple, along with hundreds of other U.S. businesses across technology, health care, finance, and more. Someone might invest in QUS to get diversified access to the overall U.S. stock market in a single fund, aiming for long-term growth with some built-in risk management. A key risk is that it still moves with the U.S. stock market, so its value can go up and down over time.
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
QUS leans into U.S. blue chips, with Nvidia and Meta doing much of the heavy lifting as their AI and digital-ad stories keep sentiment rising. Old-guard stalwarts Johnson & Johnson, Walmart, and Exxon Mobil are also pulling their weight, giving the fund a steady backbone from health care, consumer staples, and energy. On the flip side, Microsoft, Eli Lilly, Visa, and Mastercard have been losing a bit of steam lately, quietly tugging on returns. Overall, it’s a U.S.-only portfolio tilted toward tech and health care, but not dominated by any single name.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 2.84% | $42.97M | $3.67T | 17.16% | 79 Outperform | |
| Microsoft | 2.69% | $40.66M | $2.94T | 1.80% | 79 Outperform | |
| Nvidia | 2.47% | $37.27M | $4.38T | 48.15% | 76 Outperform | |
| Meta Platforms | 2.35% | $35.47M | $1.55T | 1.00% | 76 Outperform | |
| Johnson & Johnson | 2.00% | $30.29M | $582.04B | 48.34% | 78 Outperform | |
| Eli Lilly & Co | 1.94% | $29.29M | $930.72B | 21.09% | 72 Outperform | |
| Visa | 1.85% | $28.01M | $585.41B | -7.43% | 70 Outperform | |
| Walmart | 1.66% | $25.10M | $1.01T | 48.24% | 78 Outperform | |
| Alphabet Class A | 1.54% | $23.21M | $3.65T | 82.66% | 85 Outperform | |
| Exxon Mobil | 1.52% | $22.99M | $650.52B | 39.52% | 74 Outperform |
QUS Technical Analysis
Negative
―
Price Trends
177.56
Negative
174.79
Negative
169.27
Positive
Market Momentum
-0.69
Positive
33.79
Neutral
7.13
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For QUS, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 178.20, equal to the 50-day MA of 177.56, and equal to the 200-day MA of 169.27, indicating a neutral trend. The MACD of -0.69 indicates Positive momentum. The RSI at 33.79 is Neutral, neither overbought nor oversold. The STOCH value of 7.13 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for QUS.
QUS Peer Comparison
Comparison Results
Performance Comparison
QUS
SPDR MSCI USA StrategicFactors ETF
175.23
20.63
13.34%
CGUS
Capital Group Core Equity ETF
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ONEQ
Fidelity Nasdaq Composite Index ETF
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BBUS
JP Morgan Betabuilders U.S. Equity ETF
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―
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AKRE
Akre Focus ETF
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―
―
DSI
iShares MSCI KLD 400 Social 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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