Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
SPDR® MSCI USA StrategicFactors ETF (QUS)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: QUS (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 26.34% | Avg. Invested days 72 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.87 | 52 Weeks Range 136.73 - 162.64 | Updated Date 06/29/2025 |
52 Weeks Range 136.73 - 162.64 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® MSCI USA StrategicFactors ETF
ETF Overview
Overview
The SPDRu00ae MSCI USA StrategicFactors ETF (QUS) seeks to provide investment results that correspond generally to the price and yield performance of the MSCI USA Factor Mix A-Series Index. It aims to provide exposure to stocks exhibiting a combination of value, quality, and low volatility characteristics within the U.S. equity market.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record.
Management Expertise
SSGA has a highly experienced management team specializing in quantitative and factor-based investing.
Investment Objective
Goal
The ETF aims to track the MSCI USA Factor Mix A-Series Index, providing exposure to U.S. equities selected for their value, quality, and low volatility characteristics.
Investment Approach and Strategy
Strategy: The ETF tracks the MSCI USA Factor Mix A-Series Index, which selects stocks based on a combination of value, quality, and low volatility factors.
Composition The ETF primarily holds U.S. large- and mid-cap stocks selected based on the factor criteria.
Market Position
Market Share: Insufficient Data available to calculate precise market share.
Total Net Assets (AUM): 1170000000
Competitors
Key Competitors
- IVV
- VTI
- SPY
Competitive Landscape
The ETF industry is highly competitive with numerous broad market and factor-based ETFs. QUS competes with other strategic-beta ETFs focusing on value, quality, and low volatility. Advantages include its factor-based approach, while disadvantages may include higher expense ratios compared to broad market ETFs and potential underperformance relative to benchmarks during certain market cycles.
Financial Performance
Historical Performance: Historical performance data needs to be acquired from a reliable source to provide a good response.
Benchmark Comparison: The ETF's performance is compared to the MSCI USA Factor Mix A-Series Index to assess tracking accuracy.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF demonstrates reasonable liquidity based on its average trading volume.
Bid-Ask Spread
The bid-ask spread is reasonably tight, reflecting the ETF's liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and overall market sentiment influence the performance of QUS. Sector performance and factor rotations also impact its returns.
Growth Trajectory
Growth trends of QUS are influenced by investor demand for factor-based strategies and the performance of its underlying holdings. Changes to strategy and holdings are monitored and disclosed periodically.
Moat and Competitive Advantages
Competitive Edge
QUS offers a strategic-beta approach combining value, quality, and low volatility factors within a single ETF, potentially providing diversified exposure to these characteristics. Its investment strategy is well defined, offering investors factor based selection criteria. This ETF may appeal to investors seeking factor-based diversification. SSGA's established reputation as a provider of ETFs with strong methodologies provides comfort to investors using QUS.
Risk Analysis
Volatility
QUS's historical volatility can be assessed by examining its standard deviation and beta relative to the broader market.
Market Risk
QUS is subject to market risk, including potential declines in equity prices due to economic downturns, geopolitical events, or changes in investor sentiment. Factor risks, such as value or quality underperforming during specific periods, are also relevant.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a strategic-beta approach to U.S. equity investing, aiming for exposure to value, quality, and low volatility factors. Investors who understand and want to incorporate factor-based investment strategies into their portfolios may be interested in QUS.
Market Risk
QUS is suitable for long-term investors seeking factor-based diversification and those with a moderate risk tolerance.
Summary
SPDRu00ae MSCI USA StrategicFactors ETF (QUS) offers exposure to U.S. equities with value, quality, and low volatility characteristics. Tracking the MSCI USA Factor Mix A-Series Index, QUS provides a factor-based investment strategy for long-term investors. With a competitive expense ratio and reputable issuer, QUS offers a diversified approach to factor investing. Investors should be aware of general market risks that may impact performance. Investors need to consider how their market weight is allocated when adding a strategic factor such as QUS.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- MSCI
- Various Financial News Sources
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share estimates are approximations and subject to change.
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
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
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.