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GMO U.S. Quality ETF(QLTY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for QLTY
11/12/2026: QLTY (5-star) is a REGULAR-BUY. BUY for 147 days. Simulated Profits (13.47%). Updated daily EoD!
The GMO U.S. Quality ETF (QLTY) is an actively managed fund that provides exposure to U.S. companies demonstrating high profitability and sustainable competitive advantages. By combining quality factor screening with valuation discipline, the fund seeks to deliver long-term capital appreciation while avoiding overpriced assets. Its primary strengths include the institutional-grade expertise of GMO and a distinct strategy that deviates from mechanical index tracking. Key risks include a higher expense ratio compared to passive peers and the potential for active selection to underperform the broad market in certain cycles. It is best suited for long-term investors seeking a professional approach to quality-based investing who are willing to pay a premium for active management.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it captures quality growth, it may underweight high-multiple tech stocks that don't meet the fund's strict valuation criteria. |
| Momentum investor | Strong fit while signal remains positive | Quality companies often exhibit persistent upward price momentum, making this a fit when the quality factor is in favor. |
| Value investor | Strong fit | The fund's explicit focus on valuation makes it a strong candidate for value-oriented investors seeking quality. |
| Dividend/Income investor | Mixed fit | It is not a dividend-focused fund, though many of its high-quality holdings may pay reliable dividends. |
| Low-risk investor | Medium | Focusing on high-quality companies can provide downside protection, but it remains an equity-market investment subject to volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is looking for high-quality U.S. equity exposure with an active management component that prioritizes both business quality and valuation.
Suitability
Best for long-term investors who want to outsource active stock selection to a reputable firm while maintaining broad U.S. exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund experiences fluctuations in line with the broader U.S. equity market. |
| Market risk | Medium / high | As a 100% equity fund, it is fully exposed to systematic market downturns. |
| Concentration | Medium | Active selection may lead to sector biases different from the broader market index. |
| Tracking/expense | Medium | The higher expense ratio compared to passive ETFs requires consistent alpha generation to justify costs. |
| Liquidity | Low | Trading volume is generally healthy, limiting the impact of bid-ask spreads for retail investors. |
| Business/sector quality | Low / none | The core strategy is designed to identify and hold businesses with superior quality, mitigating fundamental business risks. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
QLTY tends to exhibit lower volatility than the broad market during downturns due to its focus on high-quality companies, though it participates in market-wide swings.
Market Risk
The fund remains fully invested in equities; therefore, it is subject to the same macro-economic and market-wide risks as any standard U.S. stock fund.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 85 | The fund focuses on established, large-scale U.S. companies with proven profitability. |
| Market capitalization | Mid-Cap U.S. Equities | 12 | A smaller allocation to mid-sized firms provides potential for growth while maintaining quality standards. |
| Cash/collateral | Cash and Cash Equivalents | 3 | A small liquidity buffer is held to manage daily flows and transaction needs. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 22.38% | Avg. Invested days 59 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/12/2026 |
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