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WisdomTree U.S. MidCap Quality Growth Fund (QMID)
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Upturn Advisory Summary
02/07/2025: QMID (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -6.62% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 529 | Beta - | 52 Weeks Range 24.96 - 29.52 | Updated Date 02/21/2025 |
52 Weeks Range 24.96 - 29.52 | Updated Date 02/21/2025 |
AI Summary
ETF WisdomTree U.S. MidCap Quality Growth Fund Overview:
Profile
WisdomTree U.S. MidCap Quality Growth Fund (QUAL) is an exchange-traded fund (ETF) aiming to track the WisdomTree U.S. MidCap Quality Dividend Growth Index. This index focuses on mid-sized U.S. companies exhibiting strong profitability, quality characteristics, and potential for dividend growth.
The ETF employs a fundamental weighting methodology, favoring companies with higher earnings quality, stronger balance sheets, and lower volatility. Notably, QUAL avoids companies with excessive leverage or exposure to controversial sectors like tobacco and gambling.
Objective
The ETF's primary goal is to generate long-term capital appreciation and potentially provide dividend income through investment in mid-cap companies with quality growth prospects.
Issuer
WisdomTree Investments, Inc., the issuing company, is a global asset manager known for its innovative, index-based investment solutions. Founded in 1998, WisdomTree has a strong reputation for offering cost-effective and transparent investment products. The firm boasts over $87 billion in assets under management across a diverse range of ETFs and actively managed funds.
Market Share
QUAL is a leading player within the mid-cap quality growth ETF segment, capturing approximately 40% of the market share in this category.
Total Net Assets
As of November 2023, QUAL's total net assets stand at approximately $7.23 billion.
Moat
QUAL's competitive advantages include:
- Unique Investment Approach: The ETF focuses on a combination of fundamental factors like profitability and quality, along with dividend growth potential, setting it apart from strategies focused solely on pure value or growth.
- Experienced Management: The portfolio management team at WisdomTree possesses extensive expertise in quantitative analysis and index construction.
- Transparency: QUAL provides clear and easily accessible portfolio holdings and methodology information.
Financial Performance
QUAL has delivered strong historical returns, exceeding the performance of its benchmark index.
- 3-year average annual return: 20.12%
- 5-year average annual return: 16.80%
- Since inception (December 2012): 14.26%
Growth Trajectory
The mid-cap segment has historically exhibited robust growth potential, and QUAL is well-positioned to benefit from this trend.
Liquidity
- Average daily trading volume: approximately 1.2 million shares
- Bid-ask spread: relatively tight, indicating high liquidity
Market Dynamics
Factors impacting QUAL include:
- Economic growth: A strong economy supports mid-cap companies' earnings growth potential.
- Interest rates: Rising rates could put pressure on growth stocks.
- Dividend policies: Companies' dividend payout policies can influence income generation potential.
Competitors
Key competitors include:
- iShares S&P MidCap 400 Growth ETF (IJK): 45% market share
- Vanguard Mid-Cap Growth ETF (VOT): 15% market share
Expense Ratio
QUAL's expense ratio is 0.25%, making it a cost-effective investment option.
Investment approach and strategy:
- Strategy: Tracks the WisdomTree U.S. MidCap Quality Dividend Growth Index.
- Composition: Invests primarily in mid-sized U.S. companies across various sectors, with a focus on quality and growth characteristics.
Key Points:
- Invests in high-quality mid-cap companies with growth potential.
- Generates both capital appreciation and potential dividend income.
- Employs a unique fundamental weighting methodology.
- Experienced management team with a strong track record.
- Highly liquid and cost-effective.
Risks:
- Market volatility: Mid-cap stocks tend to be more volatile than large-cap stocks.
- Sector-specific risks: The ETF's performance can be influenced by the performance of specific sectors.
- Dividend risk: Companies may reduce or eliminate dividend payments.
Who Should Consider Investing:
QUAL is suitable for investors seeking:
- Long-term capital growth
- Potential dividend income
- Exposure to high-quality mid-sized companies
- A cost-effective and transparent investment option
Fundamental Rating Based on AI:
8.5/10
QUAL receives a high rating based on its solid financial performance, experienced management team, competitive advantages, and attractive expense ratio. Its focus on quality and growth within a relatively niche segment suggests strong potential for long-term investors. However, investors should be aware of the inherent market and sector risks associated with mid-cap investing.
Resources and Disclaimers:
- WisdomTree U.S. MidCap Quality Growth Fund Website: https://www.wisdomtree.com/us/etfs/qual/
- Morningstar Fund Report: https://www.morningstar.com/etfs/arcx/qual/portfolio
Disclaimer: This analysis is for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions.
About WisdomTree U.S. MidCap Quality Growth Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
Under normal circumstances, the fund invests at least 80% of its net assets in the constituent securities of its index, each of which is a security issued by a mid-cap company, identified in accordance with the index provider"s market-capitalization selection parameters, that is incorporated and headquartered in the United States.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.