iShares MSCI USA Quality Factor ETF

Yield per half year: 2.47%
Industry: Large Cap Growth Equities

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Description iShares MSCI USA Quality Factor ETF

IShares Edge MSCI U.S.A. Quality Factor ETF (QUAL) отслСТиваСт индСкс, ΠΊΠΎΡ‚ΠΎΡ€Ρ‹ΠΉ Π²Ρ‹Π±ΠΈΡ€Π°Π΅Ρ‚ Π°ΠΊΡ†ΠΈΠΈ БША с высокой ΠΈ срСднСй ΠΊΠ°ΠΏΠΈΡ‚Π°Π»ΠΈΠ·Π°Ρ†ΠΈΠ΅ΠΉ Π½Π° основС Ρ‚Π°ΠΊΠΈΡ… качСствСнных Ρ„Π°ΠΊΡ‚ΠΎΡ€ΠΎΠ², ΠΊΠ°ΠΊ ΡΡ‚Π°Π±ΠΈΠ»ΡŒΠ½Ρ‹ΠΉ рост ΠΏΡ€ΠΈΠ±Ρ‹Π»ΠΈ ΠΈ Π½ΠΈΠ·ΠΊΠΎΠ΅ ΠΎΡ‚Π½ΠΎΡˆΠ΅Π½ΠΈΠ΅ Π΄ΠΎΠ»Π³Π° ΠΊ собствСнному ΠΊΠ°ΠΏΠΈΡ‚Π°Π»Ρƒ. Π¦Π΅Π½Π° QUAL конкурСнтоспособна с Ρ†Π΅Π½Π°ΠΌΠΈ Π΄Ρ€ΡƒΠ³ΠΈΡ… ΠΎΠ΄Π½ΠΎΡ„Π°ΠΊΡ‚ΠΎΡ€Π½Ρ‹Ρ… Ρ„ΠΎΠ½Π΄ΠΎΠ², ΠΈΠ½Π²Π΅ΡΡ‚ΠΈΡ€ΡƒΡŽΡ‰ΠΈΡ… Π² Π°ΠΊΡ†ΠΈΠΈ БША. Π€ΠΎΠ½Π΄Ρƒ ΠΏΡ€ΠΈΠ½Π°Π΄Π»Π΅ΠΆΠΈΡ‚ Π±ΠΎΠ»Π΅Π΅ 100 Ρ†Π΅Π½Π½Ρ‹Ρ… Π±ΡƒΠΌΠ°Π³. Как ΠΈ ΠΌΠ½ΠΎΠ³ΠΈΠ΅ ΠΎΠ΄Π½ΠΎΡ„Π°ΠΊΡ‚ΠΎΡ€Π½Ρ‹Π΅ Ρ„ΠΎΠ½Π΄Ρ‹, QUAL нСдостаточно дивСрсифицирован ΠΊΠ°ΠΊ ΠΎΠ΄ΠΈΠ½ ΠΈΠ· основных Ρ„ΠΎΠ½Π΄ΠΎΠ² БША.

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Π‘ΠΊΠΎΡ€Π΅Π΅ всСго, это Π±ΡƒΠ΄Π΅Ρ‚ ΠΏΠΎΠ»Π΅Π·Π½ΠΎ для инвСсторов, ΠΊΠΎΡ‚ΠΎΡ€Ρ‹Π΅ хотят Π½Π°Π»ΠΎΠΆΠΈΡ‚ΡŒ качСствСнный Ρ‚Ρ€Π΅Π½Π΄ ΠΏΠΎΠ²Π΅Ρ€Ρ… основного распрСдСлСния Π½Π° Ρ€Ρ‹Π½ΠΊΠ°Ρ… БША.

Π’ послСдниС Π³ΠΎΠ΄Ρ‹ Π½Π°Π±Π»ΡŽΠ΄Π°Π΅Ρ‚ΡΡ рост Ρ„Π°ΠΊΡ‚ΠΎΡ€Π½Ρ‹Ρ… Ρ„ΠΎΠ½Π΄ΠΎΠ², ΠΈ инвСсторы ΠΌΠΎΠ³ΡƒΡ‚ ΡΡ€Π°Π²Π½ΠΈΠ²Π°Ρ‚ΡŒ QUAL с ΠΊΠΎΠ½ΠΊΡƒΡ€Π΅Π½Ρ‚Π°ΠΌΠΈ, Ρ‚Π°ΠΊΠΈΠΌΠΈ ΠΊΠ°ΠΊ Xtrackers Russell 1000 US Quality ΠΏΠΎ Ρ€Π°Π·ΡƒΠΌΠ½ΠΎΠΉ Ρ†Π΅Π½Π΅ ETF (QARP), Schwab Fundamental US Large Cap Company Index ETF (FNDX) ΠΈΠ»ΠΈ JPMorgan, индСкс качСства БША, ETF (JQUA). Π˜Π½Π²Π΅ΡΡ‚ΠΎΡ€Ρ‹, заботящиСся ΠΎ Π·Π°Ρ‚Ρ€Π°Ρ‚Π°Ρ…, ΠΌΠΎΠ³ΡƒΡ‚ ΠΏΡ€Π΅Π΄ΠΏΠΎΡ‡Π΅ΡΡ‚ΡŒ ΡƒΠ»ΡŒΡ‚Ρ€Π°-Π΄Π΅ΡˆΠ΅Π²Ρ‹Π΅ простыС Ρ„ΠΎΠ½Π΄Ρ‹ БША, Ρ‚Π°ΠΊΠΈΠ΅ ΠΊΠ°ΠΊ Vanguard Total Stock Market ETF (VTI) ΠΈΠ»ΠΈ iShares S&P 500 ETF (IVV).


10 лСтняя Π΄ΠΎΡ…ΠΎΠ΄Π½ΠΎΡΡ‚ΡŒ 214.54
3 лСтняя Π΄ΠΎΡ…ΠΎΠ΄Π½ΠΎΡΡ‚ΡŒ 29.83
5 лСтняя Π΄ΠΎΡ…ΠΎΠ΄Π½ΠΎΡΡ‚ΡŒ 85.46
Assets class size Large-Cap
Country USA
Country ISO US
Focus Total Market
ISIN US46432F3394
Issuer iShares
P/BV 7.16
P/S 4.05
Region specific U.S.
Segment Equity: U.S. - Total Market
Strategy Fundamental
Π‘Π΅Ρ‚Π° 0.99
Π’Π°Π»ΡŽΡ‚Π° usd
Годовая Π΄ΠΎΡ…ΠΎΠ΄Π½ΠΎΡΡ‚ΡŒ 21.45
Π”Π°Ρ‚Π° основания 2013-07-16
Π”ΠΈΠ² Π΄ΠΎΡ…ΠΎΠ΄Π½ΠΎΡΡ‚ΡŒ 1.3
ИндСкс MSCI USA Sector Neutral Quality
ΠšΠΎΠ»ΠΈΡ‡Π΅ΡΡ‚Π²ΠΎ ΠΊΠΎΠΌΠΏΠ°Π½ΠΈΠΉ 127
Комиссия 0.15
ПолноС наимСнованиС iShares MSCI USA Quality Factor ETF
Π Π΅Π³ΠΈΠΎΠ½ United States
Π‘Π°ΠΉΡ‚ link
Π‘Ρ€Π΅Π΄Π½ΠΈΠΉ P/E 25.42
Π’ΠΈΠΏ Π°ΠΊΡ‚ΠΈΠ²Π° Equity
Π’ΠΎΠΏ 10 эмитСнтов, % 32.88
Change price per day: +0.3462% (176.22)
Change price per week: -2.61% (181.57)
Change price per month: -3.96% (184.12)
Change price per 3 month: -5.16% (186.46)
Change price per half year: +2.47% (172.56)
Change price per year: +8.11% (163.56)
Change price per 3 year: +37.76% (128.36)
Change price per 5 year: +72.75% (102.36)
Change price per 10 year: +186.18% (61.79)
Change price per year to date: -3.21% (182.69)

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TitleIndustryShare, %P/BVP/SP/EEV/EbitdaDividend yield
NVIDIA NVIDIA Technology 5.70443 36.25 25.57 52.35 43.89 0.0238
Apple Apple Technology 5.56497 63.04 9.18 38.3 27.23 0.4676
Microsoft Corporation Microsoft Corporation Technology 4.75883 12.45 13.64 37.94 25.74 0.7442
Eli Lilly and Company Eli Lilly and Company Healthcare 4.2591 47.43 15.1 98.32 43.16 0.6068
Meta (Facebook) Meta (Facebook) Technology 4.17503 6.07 6.89 23.76 16.18 0.2449
Visa Visa Financials 4.17314 14.25 15.53 28.26 22.15 0.7099
Mastercard Mastercard Financials 4.01963 57.34 15.99 35.84 26.61 0.5286
UnitedHealth Group UnitedHealth Group Healthcare 2.7517 4.93 1.33 21.81 16.44 1.5
Costco Wholesale Costco Wholesale Consumer Staples 2.57521 16.8 1.56 53.88 32.55 0.5184
Johnson & Johnson Johnson & Johnson Healthcare 2.30786 5.79 4.67 11.32 13.82 3.11
40.2926.4410.9540.1826.780.84