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- Upturn Summary
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Upturn AI Summary
SPDR® MSCI USA StrategicFactors ETF(QUS)
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 QUS
10/28/2026: QUS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
QUS provides exposure to a diversified basket of US large- and mid-cap stocks selected for their Value, Quality, and Low Volatility characteristics. By balancing these three factors, the fund aims to offer a smoother ride than the broader market while maintaining core equity exposure. Its main strengths include SSGA’s issuer reliability, a competitive expense ratio, and a systematic approach to risk-adjusted returns. The primary risks involve potential underperformance during growth-heavy market rallies and interest-rate sensitivity. It is best suited for long-term investors seeking a core holding that balances growth with defensive factor characteristics.
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 | This fund may lag behind pure growth indices during strong bull markets driven by high-multiple technology stocks. |
| Momentum investor | Weak fit | The fund's focus on value and quality may result in slower participation during periods dominated by speculative momentum. |
| Value investor | Strong fit | One-third of the fund is explicitly allocated to value-screened stocks, aligning well with valuation-sensitive strategies. |
| Dividend/Income investor | Mixed fit | While not a dedicated dividend fund, the focus on quality often includes mature, dividend-paying companies. |
| Low-risk investor | Strong fit while signal remains positive | The explicit inclusion of a low-volatility factor provides a natural buffer for risk-conscious investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant seeking a core US equity holding with an systematic tilt toward defensive and value-oriented factors.
Suitability
QUS is best suited for long-term investors looking for a 'set-and-forget' factor-tilted core portfolio component.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The low-volatility component is designed to dampen the impact of market swings. |
| Market risk | Medium / high | As an equity-based fund, it remains fully exposed to systemic market declines. |
| Concentration | Low | The diversified multi-factor approach avoids significant single-sector or single-stock overexposure. |
| Tracking/expense | Low | The low expense ratio and institutional management ensure tight tracking of the index. |
| Liquidity | Low | The underlying securities are highly liquid large-cap stocks, presenting minimal liquidity risk. |
| Business/sector quality | Medium | The quality screen favors companies with strong balance sheets, though sector tilts may occur. |
Risk Analysis
Volatility
QUS historically exhibits lower volatility than the broader S&P 500 due to the inherent low-volatility factor inclusion.
Market Risk
As a 100% equity fund, it is fully subject to general market downturns and the specific performance of US large-cap corporations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large and Mid-Cap Equities | 99 | Provides broad exposure to established US companies selected for factor-based stability. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Maintains minimal liquidity to manage daily creation and redemption activity. |
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 35.53% | Avg. Invested days 85 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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