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Upturn AI SWOT - About
SPDR® MSCI World StrategicFactors ETF (QWLD)
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Upturn Advisory Summary
08/14/2025: QWLD (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 22.21% | Avg. Invested days 73 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | 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 112.01 - 134.56 | Updated Date 06/29/2025 |
52 Weeks Range 112.01 - 134.56 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® MSCI World StrategicFactors ETF
ETF Overview
Overview
The SPDRu00ae MSCI World StrategicFactors ETF (QWLD) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the MSCI World Factor Mix A-Series Index. It aims to overweight companies based on value, low volatility, and quality factors, while underweighting companies that score poorly on these factors across developed markets globally.
Reputation and Reliability
State Street is a reputable and well-established ETF provider with a long track record in the financial industry.
Management Expertise
State Street has a team of experienced portfolio managers and analysts dedicated to managing their ETFs.
Investment Objective
Goal
To provide investment results that correspond generally to the performance of the MSCI World Factor Mix A-Series Index.
Investment Approach and Strategy
Strategy: The ETF tracks the MSCI World Factor Mix A-Series Index, which utilizes a factor-based approach, emphasizing value, low volatility, and quality.
Composition The ETF holds a diversified portfolio of stocks from developed markets globally, selected based on their factor characteristics.
Market Position
Market Share: The ETF's market share is a small portion of the global developed markets ETF segment.
Total Net Assets (AUM): 61.38
Competitors
Key Competitors
- iShares Edge MSCI Multifactor Global ETF (LRGF)
- Avantis International Equity ETF (AVEM)
- Dimensional World Equity ETF (DFAC)
Competitive Landscape
The competitive landscape is characterized by numerous ETFs offering exposure to global developed markets with varying factor tilts. QWLD distinguishes itself through its specific factor mix but faces competition from larger, more established ETFs. QWLD's smaller AUM could result in wider bid-ask spreads compared to its competitors. QWLD's specific factor blend may offer unique risk/return characteristics appealing to certain investors.
Financial Performance
Historical Performance: Historical performance data is available from State Street SPDR website.
Benchmark Comparison: The ETF's performance should be compared to the MSCI World Factor Mix A-Series Index to assess its tracking effectiveness.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
The average trading volume is low which suggests potentially lower liquidity than more popular ETFs.
Bid-Ask Spread
The bid-ask spread might be wider than more actively traded ETFs, increasing transaction costs.
Market Dynamics
Market Environment Factors
Economic growth in developed markets, interest rate policies, and geopolitical events can influence the ETF's performance.
Growth Trajectory
The ETF's growth is tied to investor demand for factor-based strategies and its ability to effectively track its index. There have been no significant changes to the strategy or holdings since its inception.
Moat and Competitive Advantages
Competitive Edge
QWLD's competitive advantage lies in its specific factor blend (value, low volatility, quality) within the MSCI World Index, potentially appealing to investors seeking a diversified, factor-driven approach. It targets a specific segment of factor investing which allows for targeted returns. However, the smaller AUM might result in lower liquidity and higher expense ratios compared to larger competitors. This provides investors a niche option in the factor investing space.
Risk Analysis
Volatility
The ETF's volatility will depend on the volatility of its underlying holdings and the specific factor exposures.
Market Risk
The ETF is subject to market risk, including fluctuations in global equity markets and currency risks.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking diversified exposure to developed market equities with a factor-based approach, specifically value, low volatility, and quality.
Market Risk
The ETF is suitable for long-term investors seeking factor-based exposure and diversification.
Summary
The SPDRu00ae MSCI World StrategicFactors ETF provides a targeted investment strategy focusing on value, low volatility, and quality factors within developed markets. Its performance is linked to the MSCI World Factor Mix A-Series Index and is influenced by economic conditions in developed countries. The ETF presents a strategic factor mix, which can be an important factor in investor portfolios. However, its smaller AUM and potential higher expense ratios should be considered before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors SPDR website
- MSCI Index Fact Sheets
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
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 World 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 23 developed countries and aims to represent the performance of value, low volatility, and quality factor strategies.
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