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Upturn AI SWOT - About
SPDR® MSCI EAFE StrategicFactors ETF (QEFA)
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Upturn Advisory Summary
08/14/2025: QEFA (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 -8.32% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.93 | 52 Weeks Range 69.64 - 85.46 | Updated Date 06/30/2025 |
52 Weeks Range 69.64 - 85.46 | Updated Date 06/30/2025 |
Upturn AI SWOT
SPDR® MSCI EAFE StrategicFactors ETF
ETF Overview
Overview
The SPDRu00ae MSCI EAFE StrategicFactors ETF (QEFA) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the MSCI EAFE Factor Mix Index. The fund invests in equities of developed markets outside the US and Canada, employing a multi-factor investment strategy that emphasizes value, low volatility, and quality factors.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record of managing index-based investment products.
Management Expertise
SSGA has a dedicated team of portfolio managers and analysts with extensive experience in quantitative investing and factor-based strategies.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the performance of the MSCI EAFE Factor Mix Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI EAFE Factor Mix Index, which selects securities based on a combination of value, low volatility, and quality factors.
Composition The ETF holds stocks of companies located in developed markets outside of the United States and Canada.
Market Position
Market Share: Data Not Readily Available
Total Net Assets (AUM): 97200000
Competitors
Key Competitors
- iShares Edge MSCI Min Vol EAFE ETF (EFAV)
- Dimensional International Value ETF (DFIV)
- Vanguard FTSE Developed Markets ETF (VEA)
Competitive Landscape
The competitive landscape consists of ETFs focusing on developed markets ex-US, with varying factor tilts. QEFA's multi-factor approach differentiates it. EFAV focuses on low volatility, DFIV emphasizes value, and VEA is a broader market-cap weighted fund. QEFA advantages are its diversified factor exposure. Disadvantages is that specific factor tilts might outperform at times.
Financial Performance
Historical Performance: Historical performance data is dynamically updated and requires a specific data source.
Benchmark Comparison: Comparison to the MSCI EAFE Factor Mix Index is dynamically updated and requires a specific data source.
Expense Ratio: 0.003
Liquidity
Average Trading Volume
The average trading volume provides insights into how easily shares can be bought or sold, and is generally adequate.
Bid-Ask Spread
The bid-ask spread reflects the difference between the highest price a buyer is willing to pay and the lowest price a seller will accept.
Market Dynamics
Market Environment Factors
Economic indicators in developed markets outside the US and Canada, sector growth prospects, and global market conditions influence QEFA.
Growth Trajectory
Growth trends are driven by factor performance (value, low volatility, quality) within the EAFE region and any changes to the index methodology.
Moat and Competitive Advantages
Competitive Edge
QEFA's competitive edge lies in its multi-factor approach combining value, low volatility, and quality factors, aiming to capture diversified sources of alpha. This strategic blend seeks to outperform the broader market while managing risk. The ETF offers a systematic way to access these factors within the EAFE region. SSGA's expertise in factor-based investing adds to its appeal. This comprehensive approach distinguishes it from single-factor or market-cap weighted funds.
Risk Analysis
Volatility
Volatility will fluctuate based on market conditions and the volatility of the underlying holdings.
Market Risk
Market risk includes economic downturns in developed markets, currency fluctuations, and geopolitical events.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking diversified exposure to developed markets outside the US and Canada with a focus on factor-based investing (value, low volatility, quality).
Market Risk
QEFA is suitable for long-term investors seeking a strategic allocation to international equities with a factor tilt, who can tolerate moderate risk.
Summary
The SPDRu00ae MSCI EAFE StrategicFactors ETF (QEFA) provides exposure to developed market equities outside the US and Canada, emphasizing value, low volatility and quality factors. Its multi-factor approach differentiates it from market-cap weighted or single-factor ETFs. SSGA's reputation and factor expertise contribute to its appeal. Investors should consider market risk and the potential for fluctuations in the underlying markets when investing in the ETF, especially given that the ETF is new.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SSGA Website
- ETF.com
- Morningstar
Disclaimers:
Data is based on available information and may be subject to change. Investment involves risk, including loss of principal. Past performance is not indicative of future results.
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 EAFE StrategicFactors ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in depositary receipts based on securities comprising the index. The index captures large- and mid-cap representation across 21 developed market Europe, Australasia, and Far East countries and aims to represent the performance of value, low volatility, and quality factor strategies.
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.