iShares MSCI USA Quality Factor ETF | QUAL (2023)

Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies; 6MSCI Implied Temperature Rise

For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. Please refer to the fund’s prospectus for more information. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document.

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Certain information contained herein (the “Information”) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (“MSCI”)), or third party suppliers (each an “Information Provider”), and it may not be reproduced or redisseminated in whole or in part without prior written permission. The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. MSCI has established an information barrier between equity index research and certain Information. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. Neither MSCI ESG Research nor any Information Party makes any representations or express or implied warranties (which are expressly disclaimed), nor shall they incur liability for any errors or omissions in the Information, or for any damages related thereto. The foregoing shall not exclude or limit any liability that may not by applicable law be excluded or limited.

Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses, which may be obtained by visiting the iShares Fund and BlackRock Fund prospectus pages. Read the prospectus carefully before investing.

Investing involves risk, including possible loss of principal.

If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available.

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Funds that concentrate investments in specific industries, sectors, markets or asset classes may underperform or be more volatile than other industries, sectors, markets or asset classes and than the general securities market.

There can be no assurance that performance will be enhanced or risk will be reduced for funds that seek to provide exposure to certain quantitative investment characteristics ("factors"). Exposure to such investment factors may detract from performance in some market environments, perhaps for extended periods. In such circumstances, a fund may seek to maintain exposure to the targeted investment factors and not adjust to target different factors, which could result in losses.

Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemed from the fund. Any applicable brokerage commissions will reduce returns. Beginning August 10, 2020, market price returns for BlackRock and iShares ETFs are calculated using the closing price and account for distributions from the fund. Prior to August 10, 2020, market price returns for BlackRock and iShares ETFs were calculated using the midpoint price and accounted for distributions from the fund. The midpoint is the average of the bid/ask prices at 4:00 PM ET (when NAV is normally determined for most ETFs). The returns shown do not represent the returns you would receive if you traded shares at other times.

Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results.

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After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on the investor's tax situation and may differ from those shown. The after-tax returns shown are not relevant to investors who hold their fund shares through tax-deferred arrangements such as 401(k) plans or individual retirement accounts.

Certain sectors and markets perform exceptionally well based on current market conditions and iShares and BlackRock Funds can benefit from that performance. Achieving such exceptional returns involves the risk of volatility and investors should not expect that such results will be repeated.

Distribution Yield and 12m Trailing Yield results may have period over period volatility due to factors including tax considerations such as treatment of passive foreign investment companies (PFICs), treatment of defaulted bonds or excise tax requirements; exceptional corporate actions; seasonality of dividends from underlying holdings; significant fluctuations in fund shares outstanding; or fund capital gain distributions.

The Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”).

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The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Bloomberg, BlackRock Index Services, LLC, Cboe Global Indices, LLC, Cohen & Steers, European Public Real Estate Association (“EPRA® ”), FTSE International Limited (“FTSE”), ICE Data Indices, LLC, NSE Indices Ltd, JPMorgan, JPX Group, London Stock Exchange Group (“LSEG”), MSCI Inc., Markit Indices Limited, Morningstar, Inc., Nasdaq, Inc., National Association of Real Estate Investment Trusts (“NAREIT”), Nikkei, Inc., Russell, S&P Dow Jones Indices LLC or STOXX Ltd. None of these companies make any representation regarding the advisability of investing in the Funds. With the exception of BlackRock Index Services, LLC, who is an affiliate, BlackRock Investments, LLC is not affiliated with the companies listed above.

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What is iShares MSCI USA quality factor ETF? ›

The iShares MSCI USA Quality Factor ETF seeks to track the investment results of an index composed of U.S. large- and mid-capitalization stocks with quality characteristics as identified through certain fundamental metrics.

Is Qual ETF good? ›

QUAL is a quality-oriented ETF with a large- and mid-cap universe. It seeks to keep the sector weights of the U.S. stock market. Valuation and quality metrics look better than the benchmark. However, it has lagged the S&P 500 since 2015 and at least 2 competitors in 2022.

What is MSCI USA Quality index? ›

The index aims to capture the performance of quality growth stocks by identifying stocks with high quality scores based on three main fundamental variables: high return on equity (ROE), stable year-over-year earnings growth and low financial leverage.

What is iShares MSCI USA Min Vol factor ETF? ›

The iShares MSCI USA Min Vol Factor ETF seeks to track the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market.

Is it good to invest in iShares? ›

iShares' range of ETFs makes it convenient to invest for the long term, minimize risk, and match financial goals with what matters to you. iShares ETFs can generally help reduce tax consequences because of their strategy and structure.

Is MSCI better than S&P 500? ›

We can compare the performance by taking the returns of the S&P 500 index minus the returns of the MSCI World index. If the returns are positive, the S&P 500 outperforms the MSCI World. If the returns are negative, the S&P 500 underperforms the MSCI World.

What are the top 5 ETFs to buy? ›

Holds about 4,500 international stocks of all sizes.
  1. Vanguard 500 Index Fund. ...
  2. Invesco QQQ Trust. ...
  3. Vanguard Growth Fund. ...
  4. Avantis Small-Cap U.S Value ETF. ...
  5. Franklin U.S. Low Volatility High Dividend ETF. ...
  6. Vanguard Total Stock Market ETF. ...
  7. iShares Core MSCI Total International Stock ETF.

What is the most successful ETF? ›

All data is as of February 2022.
  • The Vanguard Total Stock Market ETF (VTI) Issuer: Vanguard. Assets under management: $271.6 billion. ...
  • The SPDR S&P 500 ETF (SPY) Issuer: State Street Global Advisors. Assets under management: $373.3 billion. ...
  • The iShares Core MSCI EAFE ETF (IEFA) Issuer: iShares.

What is the best performing ETF of all time? ›

1. SPDR S&P Semiconductor ETF
  • 10-year return: 24.00%
  • Assets under management: $1.11B.
  • Expense ratio: 0.35%
  • As of date: November 29, 2022.

How important is MSCI index? ›

The MSCI India Index is designed to measure the performance of the large and mid cap segments of the Indian market. With 113 constituents, the index covers approximately 85% of the Indian equity universe.

Is MSCI owned by Morgan Stanley? ›

(MSCI) is a leading provider of global indices and benchmark related products and services to investors worldwide. Morgan Stanley Dean Witter is the majority shareholder of MSCI, and The Capital Group Companies, Inc., a global investment management group, is a minority shareholder.

Is MSCI credible? ›

A Brand You Can Trust MSCI has been a trusted leader in index construction and maintenance for over 40 years.

Who owns iShares MSCI? ›

The company responsible for iShares ETFs is BlackRock which created the first world's first index strategy more than 30 years ago.

Which ETF holds the most visa? › Insight

The largest ETF holder of V is the Vanguard Total Stock Market ETF (VTI), with approximately 49.29M shares. Investors may also find of interest that the ETF with the largest allocation to V stock is iShares U.S. Financial Services ETF (IYG), with a portfolio weight of 9.84%.

Does Vanguard have a low volatility ETF? ›

VFMV-Vanguard U.S. Minimum Volatility ETF | Vanguard.

Which ETF does Warren Buffett recommend? ›

One of the ETFs in Warren Buffett's portfolio is the Vanguard S&P 500 ETF (VOO 0.28%).

Is Ishare better than Vanguard? ›

Key Points. The Vanguard S&P 500 ETF provides stability, with a portfolio containing most of the U.S. market's largest market cap companies. The iShares S&P Core 500 Small Cap ETF provides more upside, but comes with additional risk.

What is the safest ETF to buy? ›

1. Vanguard S&P 500 ETF (NYSEMKT:VOO) Legendary investor Warren Buffett has said that the best investment the average American can make is a low-cost S&P 500 index fund like the Vanguard S&P 500 ETF.

Does Vanguard use MSCI? ›

Vanguard funds tracking MSCI indexes

Index funds seek to track as closely as possible the performance of a given index.

What is the safest S&P 500 index fund? ›

3 best S&P 500 index funds in 2023
  • Vanguard S&P 500 ETF (NYSEMKT:VOO)
  • iShares Core S&P 500 ETF (NYSEMKT:IVV)
  • SPDR S&P 500 ETF Trust (NYSEMKT:SPY)

Do Financial Advisors beat the S&P 500? ›

As already mentioned, the S&P 500 beats large-cap mutual funds 92.2% of the time. How is it, though, that the S&P 500 is able to beat money managed by financial advisors so frequently? The answer lies in the high, percentage-based fees that financial advisors and fund managers charge.

What does iShares MSCI stand for? ›

MSCI is an acronym for Morgan Stanley Capital International. It is an investment research firm that provides stock indexes, portfolio risk and performance analytics, and governance tools to institutional investors and hedge funds.

Is VBR a good ETF? ›

VBR is a small cap value ETF with 880 holdings. Financials and industrials are the heaviest sectors in its portfolio. It beats the Russell 2000 index nicely in 2022, but only by a short margin since 2004. Another small cap value ETF beats VBR this year.

What is MSCI ETF? ›

MSCI Indexes are used as the base for exchange-traded funds. The ETF duplicates the Index's stock holdings. That allows investors to profit from gains in the Index. Similarly, Indexes are also the benchmarks that actively managed mutual funds use as bases. The exchange-traded funds follow the MSCI Indexes.

Is SSO a good ETF? ›

Analyst Report. This ETF offers 2x daily long leverage to the S&P 500 Index, making it a powerful tool for investors with a bullish short-term outlook for large cap equities. Investors should note that SSO's leverage resets on a daily basis, which results in compounding of returns when held for multiple periods.

Is MSCI better than Morgan Stanley? ›

Morgan Stanley scored higher in 2 areas: Culture & Values and CEO Approval. MSCI scored higher in 7 areas: Overall Rating, Work-life balance, Senior Management, Compensation & Benefits, Career Opportunities, Recommend to a friend and Positive Business Outlook. Both tied in 1 area: Diversity & Inclusion.

How often do iShares pay dividends? ›

Dividends are distributed to iShares holders directly or through their brokers on the payment dates relevant to each fund. Payment dates may be monthly, quarterly, half yearly, or annual. Full details of payment dates are given on the iShares fund fact sheets. 31.


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