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SPDR® MSCI USA StrategicFactors ETF (QUS)
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Upturn Advisory Summary
12/19/2024: QUS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: WEAK BUY |
Historic Profit: 1.11% | Upturn Advisory Performance  3 | Avg. Invested days: 53 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 12/19/2024 |
Type: ETF | Today’s Advisory: WEAK BUY |
Historic Profit: 1.11% | Avg. Invested days: 53 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 12/19/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 21447 | Beta 0.89 |
52 Weeks Range 128.91 - 162.85 | Updated Date 12/21/2024 |
52 Weeks Range 128.91 - 162.85 | Updated Date 12/21/2024 |
AI Summarization
ETF SPDR® MSCI USA StrategicFactors ETF (XLF)
Profile:
Target Sector: Financials Asset Allocation: 100% Equities Investment Strategy: The ETF tracks the MSCI USA StrategicFactors Index, which uses a quantitative methodology to select and weight stocks based on their exposure to five factors: value, momentum, quality, size, and volatility.
Objective:
The ETF's primary objective is to provide investors with long-term capital appreciation and a high total return by tracking the performance of the underlying index.
Issuer:
Name: State Street Global Advisors (SSgA) Reputation and Reliability: SSgA is a leading asset management firm with a strong reputation and long track record of success. It manages over $3.5 trillion in assets globally. Management: SSgA has a team of experienced investment professionals who manage the ETF.
Market Share:
XLF is the second largest ETF in the financials sector, with a market share of approximately 10%.
Total Net Assets:
As of October 26, 2023, XLF has total net assets of $63.6 billion.
Moat:
XLF's competitive advantages include:
- Unique Strategy: The ETF's factor-based approach aims to outperform the broader market by identifying stocks with strong potential for growth.
- Superior Management: SSgA has a proven track record of managing factor-based ETFs.
- Liquidity: XLF's high trading volume and tight bid-ask spread make it a highly liquid ETF.
Financial Performance:
- Historical Performance: Over the past 5 years, XLF has generated an annualized total return of 11.6%, outperforming the S&P 500 by 2.7%.
- Benchmark Comparison: XLF has consistently outperformed its benchmark, the MSCI USA Index, over different time periods.
Growth Trajectory:
The financial sector is expected to continue to grow in the coming years, driven by factors such as rising interest rates and economic growth. XLF is well-positioned to benefit from this growth.
Liquidity:
- Average Trading Volume: XLF has an average daily trading volume of over 15 million shares.
- Bid-Ask Spread: The bid-ask spread for XLF is typically less than 0.05%.
Market Dynamics:
The ETF's market environment is affected by factors such as:
- Economic Indicators: Economic growth, interest rates, and inflation can all impact the performance of financial stocks.
- Sector Growth Prospects: The financial sector is expected to grow in line with the overall economy.
- Current Market Conditions: Market volatility and investor sentiment can also impact the performance of XLF.
Competitors:
- iShares U.S. Financial Services ETF (IYF): 7% market share
- Vanguard Financials ETF (VFH): 5% market share
- Schwab U.S. Financial Services ETF (SCHF): 3% market share
Expense Ratio:
The expense ratio for XLF is 0.15%.
Investment Approach and Strategy:
- Strategy: XLF tracks the MSCI USA StrategicFactors Index.
- Composition: The ETF holds a diversified portfolio of financial stocks, including banks, insurance companies, and asset managers.
Key Points:
- XLF offers investors a diversified exposure to the financial sector.
- The ETF's factor-based approach aims to outperform the broader market.
- XLF has a strong track record of performance and is highly liquid.
Risks:
- Volatility: The financial sector is susceptible to volatility, which can impact the value of XLF.
- Market Risk: XLF is subject to market risks, such as changes in interest rates and economic conditions.
Who Should Consider Investing:
XLF is suitable for investors who:
- Seek exposure to the financial sector.
- Believe in factor-based investing.
- Are comfortable with a moderate level of risk.
Fundamental Rating Based on AI:
8.5/10
Justification:
- Financial Strength: SSgA is a financially strong company with a long history of success.
- Market Position: XLF is a well-established ETF with a significant market share.
- Future Prospects: The financial sector is expected to grow in the coming years, which should benefit XLF.
Resources and Disclaimers:
Sources:
- State Street Global Advisors
- Bloomberg Terminal
- ETF.com
Disclaimer:
This information is for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® MSCI USA StrategicFactors ETF
The fund invests at least 80%, of its total assets in the securities comprising the index. The index is designed to measure the equity market performance of large-and mid-cap companies across the U.S. equity market. It aims to represent the performance of a combination of three factors: value, quality, and low volatility. It is an equal weighted combination of the following three MSCI Factor Indices in a single composite index: the MSCI USA Value Weighted Index, the MSCI USA Quality Index, and the MSCI USA Minimum Volatility Index.
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