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Royce Quant Small-Cap Quality Value ETF(SQLV)
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 SQLV
11/13/2026: SQLV (3-star) is a WEAK-BUY. BUY for 14 days. Simulated Profits (-1.48%). Updated daily EoD!
The Royce Quant Small-Cap Quality Value ETF (SQLV) provides active exposure to US small-cap stocks filtered for quality and value factors. By utilizing a rules-based quantitative approach, the fund aims to avoid poor-quality firms, setting it apart from passive small-cap indexes. It is a suitable option for long-term investors looking to add factor-tilted small-cap exposure to a diversified portfolio. Primary risks include the inherent volatility of the small-cap sector and the risk of the active quantitative strategy underperforming in certain market regimes. Investors should monitor the fund’s expense ratio and performance relative to both active and passive peers.
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 invests in small companies, its value tilt may underperform pure growth strategies in bull markets. |
| Momentum investor | Weak fit | The value-oriented strategy often conflicts with momentum signals that favor high-priced stocks. |
| Value investor | Strong fit | The core strategy is fundamentally designed to identify undervalued companies with high quality. |
| Dividend/Income investor | Mixed fit | The fund is not specifically designed for income generation, though its holdings may occasionally pay dividends. |
| Low-risk investor | Weak fit | Small-cap stocks are inherently volatile and generally unsuitable for conservative, low-risk portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking to add 'quality small-cap value' as a factor tilt to a broader portfolio.
Suitability
Best suited for long-term investors seeking active management in the small-cap space rather than passive index tracking.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap equities historically exhibit higher price swings than large-cap benchmarks. |
| Market risk | High | Systemic economic downturns can disproportionately impact smaller companies. |
| Concentration | Medium | The fund holds a curated basket of stocks that may lean into specific sectors based on the model's output. |
| Tracking/expense | Medium | The active management fee is higher than broad passive index funds. |
| Liquidity | Medium | Small-cap stocks can face liquidity crunches during market stress. |
| Business/sector quality | Low | The strategy specifically filters for high quality, which serves as a mitigation for this risk. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
SQLV carries high historical volatility consistent with the small-cap asset class, though it attempts to dampen the downside via quality filters.
Market Risk
The fund is sensitive to the US domestic economic cycle and small-cap sector specific conditions.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Small-Cap US Equities | 98.5 | This exposure captures a broad basket of small-cap companies with specific factor tilts toward quality and value. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Small cash balances are held to manage fund inflows, outflows, and daily operational liquidity. |
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 12.49% | Avg. Invested days 60 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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