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Principal Quality ETF (PSET)
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Upturn Advisory Summary
11/05/2025: PSET (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 22.05% | Avg. Invested days 72 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.02 | 52 Weeks Range 58.37 - 75.43 | Updated Date 06/29/2025 |
52 Weeks Range 58.37 - 75.43 | Updated Date 06/29/2025 |
Upturn AI SWOT
Principal Quality ETF
ETF Overview
Overview
The Principal Quality ETF seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Nasdaq US Quality Dividend Achievers Index. It invests in dividend-paying US companies with a history of increasing dividends and strong financial metrics.
Reputation and Reliability
Principal Funds is a well-established asset manager with a long history and solid reputation.
Management Expertise
Principal Funds has a team of experienced investment professionals managing its ETF products.
Investment Objective
Goal
To track the performance of the Nasdaq US Quality Dividend Achievers Index, providing exposure to high-quality, dividend-paying US companies.
Investment Approach and Strategy
Strategy: The ETF tracks the Nasdaq US Quality Dividend Achievers Index, a rules-based index that selects companies based on dividend history and quality factors.
Composition The ETF primarily holds stocks of large-cap US companies with a history of increasing dividends.
Market Position
Market Share: The Principal Quality ETF has a smaller market share compared to larger, more established dividend ETFs.
Total Net Assets (AUM): 150000000
Competitors
Key Competitors
- SCHD
- DVY
- NOBL
Competitive Landscape
The dividend ETF market is highly competitive. PVAL differentiates itself through its quality screen, but faces competition from larger, more liquid, and well-known ETFs. It's a smaller player compared to larger established names, but its focus on quality is a selling point. Competitors may offer higher yields or different sector exposures.
Financial Performance
Historical Performance: Past performance is not indicative of future results. The ETF's performance will depend on the performance of its underlying index.
Benchmark Comparison: The ETF's performance should be compared to the Nasdaq US Quality Dividend Achievers Index.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF's average trading volume indicates adequate liquidity for most investors, although smaller than the largest dividend ETFs.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading and indicates market efficiency.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and inflation can all affect the performance of dividend-paying stocks. Additionally, sector-specific trends can influence the ETF's holdings.
Growth Trajectory
Growth depends on market conditions, investor demand for quality dividend strategies, and the ETF's ability to attract assets. There may be changes in holdings to reflect changes in index.
Moat and Competitive Advantages
Competitive Edge
PVAL's competitive edge lies in its focus on quality and dividend growth through its use of the Nasdaq US Quality Dividend Achievers Index. This quality screen may filter out companies with unsustainable dividends or weak financials. However, other ETFs may have lower expense ratios or higher dividend yields. The competitive advantage is focused investment in dividend-paying companies.
Risk Analysis
Volatility
The ETF's volatility is linked to the volatility of its underlying stock holdings, which can vary depending on market conditions.
Market Risk
The ETF is subject to market risk, including the risk of declines in stock prices. Also, it is sensitive to the interest rate environment and the stability of the companies paying dividends.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking dividend income, long-term capital appreciation, and exposure to high-quality US companies.
Market Risk
This ETF is best for long-term investors seeking dividend income, but also some capital appreciation and with some risk appetite. It is not suitable for high-frequency traders.
Summary
The Principal Quality ETF (PVAL) tracks the Nasdaq US Quality Dividend Achievers Index, providing exposure to dividend-paying US companies with strong quality metrics. Its focus on quality distinguishes it from competitors, but it has lower assets under management than larger dividend ETFs. The ETF is suitable for long-term investors seeking dividend income and capital appreciation through quality dividend stocks. Consider risks associated with interest rates, and stock specific dynamics for this ETF.
Similar ETFs
Sources and Disclaimers
Data Sources:
- ETF provider website
- Financial data providers
- Industry research reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risk, including the potential loss of principal.
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 Principal Quality ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund primarily invests in equity securities. For security selection and portfolio construction, Principal Global Investors, LLC ("PGI") uses a proprietary quantitative model designed to identify equity securities in the S&P 500 Index or S&P 400 Index that exhibit higher quality, growth potential, and pricing power. The fund invests in equity securities of different market capitalizations (medium or large) and styles (growth or value).
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.