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Upturn AI SWOT - About
SPDR® MSCI World StrategicFactors ETF (QWLD)
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Upturn Advisory Summary
10/24/2025: 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 26.42% | Avg. Invested days 81 | 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 10/24/2025 |
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. This index aims to represent the performance of a strategy that seeks to enhance exposure to value, low volatility, and quality factors while maintaining a market-like level of exposure to momentum factors.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record in the market.
Management Expertise
SSGA has extensive experience and expertise in managing a wide range of ETFs, including factor-based strategies.
Investment Objective
Goal
The primary investment goal is to track 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 combines value, low volatility, quality, and momentum factors.
Composition The ETF holds a diversified portfolio of stocks from developed countries, selected and weighted based on the factor-mix strategy.
Market Position
Market Share: Market share data for QWLD is limited as it is a niche product.
Total Net Assets (AUM): 239000000
Competitors
Key Competitors
- IVV (iShares Core S&P 500)
- VEA (Vanguard FTSE Developed Markets ETF)
- ACWX (iShares MSCI ACWI ex-US ETF)
Competitive Landscape
QWLD's competitive landscape involves broad market ETFs and other factor-based ETFs. Its advantage lies in its strategic factor combination, while disadvantages include lower AUM and trading volume compared to larger, more liquid ETFs. Many alternatives for factor investing are available.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial sources.
Benchmark Comparison: The ETF's performance should be compared to the MSCI World Factor Mix A-Series Index.
Expense Ratio: 0.0029
Liquidity
Average Trading Volume
The average daily trading volume of QWLD can fluctuate, but is generally moderate, impacting ease of trade execution.
Bid-Ask Spread
QWLD's bid-ask spread varies based on market conditions, but is typically small, impacting transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards factor investing can influence QWLD's performance.
Growth Trajectory
QWLD's growth depends on investor demand for factor-based strategies and the ETF's ability to track its index effectively.
Moat and Competitive Advantages
Competitive Edge
QWLD's competitive advantage lies in its strategic combination of value, low volatility, and quality factors, offering a differentiated approach to factor investing. This unique blend potentially delivers enhanced risk-adjusted returns compared to single-factor ETFs or broad market indices. SSGA's expertise in factor-based investing further strengthens its position. However, the performance of the chosen factors will influence QWLDu2019s returns.
Risk Analysis
Volatility
QWLD's volatility depends on the volatility of the underlying stocks and the factor exposures.
Market Risk
QWLD is subject to market risk, including economic downturns and geopolitical events affecting global stock markets.
Investor Profile
Ideal Investor Profile
QWLD is suited for investors seeking diversified exposure to developed market equities with a focus on value, low volatility, and quality factors.
Market Risk
QWLD is suitable for long-term investors seeking factor-based equity exposure as part of a diversified portfolio.
Summary
The SPDRu00ae MSCI World StrategicFactors ETF (QWLD) aims to track the MSCI World Factor Mix A-Series Index, providing exposure to value, low volatility, and quality factors. SSGA manages this ETF, offering a unique blend in the factor-investing space. It may appeal to long-term investors seeking diversified equity exposure with specific factor tilts. However, it carries market risk and the performance is tied to the success of the factor combination, and the niche investment means that the fund has lower asset under management and market share compared to many market ETF's.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- MSCI
- Bloomberg
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified 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.
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.