IShares Edge MSCI USA Quality Factor ETF QUAL is a great low-cost index strategy that should hold up a little better than the market during downturns. While it probably won't beat the market in strong rallies, it should offer better risk-adjusted performance over the long term, supporting a Morningstar Analyst Rating of Silver.
Will QUAL outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable QUAL’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the QUAL management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of QUAL’s parent organization’s priorities and whether they’re in line with investors’ interests.