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Upturn AI SWOT - About
SPDR® MSCI EAFE StrategicFactors ETF (QEFA)
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Upturn Advisory Summary
10/24/2025: 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 -5.56% | Avg. Invested days 49 | 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 10/24/2025 |
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
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 A-Series Index. The fund focuses on developed markets outside of the U.S. and Canada, selecting stocks based on value, quality, and low volatility factors. It aims to offer a diversified exposure to EAFE equities with a strategic tilt towards these specific factors.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and well-established ETF provider with a long track record in the market.
Management Expertise
SSGA has significant experience in managing factor-based ETFs and employs a dedicated team of investment professionals.
Investment Objective
Goal
The primary investment goal is to track the performance, before fees and expenses, of the MSCI EAFE Factor Mix A-Series Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the MSCI EAFE Factor Mix A-Series Index.
Composition The ETF primarily holds stocks from developed markets outside of the U.S. and Canada, selected based on value, quality, and low volatility factors.
Market Position
Market Share: QEFA holds a moderate market share within the strategic beta EAFE equity ETF category.
Total Net Assets (AUM): 232867552
Competitors
Key Competitors
- Dimensional International Value ETF (DFIV)
- Avantis International Equity ETF (AVEM)
- Vanguard FTSE Developed Markets ETF (VEA)
Competitive Landscape
The competitive landscape includes various ETFs offering exposure to developed international equities. QEFA differentiates itself with its specific factor-based approach (value, quality, low volatility). Competitors may focus on different factors, broader market exposure, or different weighting methodologies. Advantages of QEFA include its well-defined factor strategy and SSGA's expertise, while potential disadvantages may include tracking error and factor performance variability.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers (e.g., Morningstar, Bloomberg).
Benchmark Comparison: Benchmark comparison requires historical performance data of both QEFA and the MSCI EAFE Factor Mix A-Series Index.
Expense Ratio: 0.003
Liquidity
Average Trading Volume
QEFA's average trading volume indicates moderate liquidity, allowing investors to buy and sell shares relatively easily. (Requires data from financial data providers.)
Bid-Ask Spread
The bid-ask spread represents the cost of trading and varies depending on market conditions, but is typically low due to the ETF's liquidity. (Requires data from financial data providers.)
Market Dynamics
Market Environment Factors
Economic indicators in developed international markets, currency fluctuations, and global trade conditions can affect QEFA's performance.
Growth Trajectory
Growth trends depend on the performance of the underlying MSCI EAFE Factor Mix A-Series Index and the ETF's ability to track it effectively; changes in strategy and holdings are infrequent but may occur to maintain index alignment.
Moat and Competitive Advantages
Competitive Edge
QEFA's competitive advantage lies in its strategic factor-based approach, focusing on value, quality, and low volatility. This differentiates it from broad market ETFs and those focusing on different factors. SSGA's experience in factor-based investing further strengthens its position. The defined factor tilts may result in long-term outperformance compared to market-cap weighted indices, although this depends on factor performance.
Risk Analysis
Volatility
Volatility needs to be calculated using historical price data.
Market Risk
Market risk includes fluctuations in developed international equity markets, currency risk, and potential underperformance of the selected factors.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking diversified exposure to developed international equities with a strategic tilt towards value, quality, and low volatility factors.
Market Risk
QEFA is suitable for long-term investors seeking factor-based exposure and diversification, as well as those looking for a more strategic approach to international equity investing.
Summary
SPDRu00ae MSCI EAFE StrategicFactors ETF (QEFA) provides exposure to developed international equities with a focus on value, quality, and low volatility factors. It tracks the MSCI EAFE Factor Mix A-Series Index, managed by SSGA. The ETF offers a strategic alternative to traditional market-cap weighted international equity ETFs. Its performance is influenced by international market dynamics, currency fluctuations, and the effectiveness of its factor selection process. QEFA is suitable for long-term investors seeking diversified exposure with a specific factor-based approach.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share estimates are approximate.
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.