(QUAL) iShares MSCI USA Quality - Ratings and Ratios

Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US46432F3394 • Large Blend

QUAL: Stocks, Futures, Options, Swaps, Cash

QUAL, the iShares MSCI USA Quality Factor ETF, is a BATS-listed fund designed to track the performance of high-quality U.S. companies. It typically allocates at least 80% of its assets to securities within its underlying index, which is market cap-weighted, drawing from the MSCI USA Index. This fund allows for up to 20% of its assets to be invested in derivatives like futures, options, and swaps, along with cash and equivalents.

The MSCI USA Index serves as the foundation, focusing on large and mid-cap companies across the U.S. equity market. QUAL offers a blend of stability and growth potential, appealing to investors seeking exposure to quality-driven companies. The funds size is substantial, with a market capitalization of over $51 billion, and it is domiciled in the United States.

QUAL is popular among investors for its targeted approach to capturing the performance of quality companies. It is often used as a core or satellite allocation within a portfolio, offering a straightforward way to gain exposure to U.S. equities with a focus on stability and quality metrics. For more details, visit the iShares website at http://www.ishares.com.

Additional Sources for QUAL ETF

QUAL ETF Overview

Market Cap in USD 48,100m
Category Large Blend
TER 0.15%
IPO / Inception 2013-07-16

QUAL ETF Ratings

Growth 5y 80.3%
Fundamental -
Dividend 37.6%
Rel. Strength -2.96
Analysts -
Fair Price Momentum 165.29 USD
Fair Price DCF -

QUAL Dividends

Dividend Yield 12m 0.83%
Yield on Cost 5y 1.86%
Annual Growth 5y 2.32%
Payout Consistency 99.2%

QUAL Growth Ratios

Growth Correlation 3m -44.5%
Growth Correlation 12m 77.9%
Growth Correlation 5y 82.6%
CAGR 5y 17.04%
CAGR/Max DD 5y 0.60
Sharpe Ratio 12m 0.18
Alpha -3.45
Beta 1.040
Volatility 18.40%
Current Volume 1179.3k
Average Volume 20d 1527.7k
What is the price of QUAL stocks?
As of March 31, 2025, the stock is trading at USD 169.61 with a total of 1,179,300 shares traded.
Over the past week, the price has changed by -2.84%, over one month by -5.00%, over three months by -4.81% and over the past year by +4.58%.
Is iShares MSCI USA Quality a good stock to buy?
Yes. Based on ValueRay Analyses, iShares MSCI USA Quality (BATS:QUAL) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 80.33 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of QUAL as of March 2025 is 165.29. This means that QUAL is currently overvalued and has a potential downside of -2.55%.
Is QUAL a buy, sell or hold?
iShares MSCI USA Quality has no consensus analysts rating.
What are the forecast for QUAL stock price target?
According to ValueRays Forecast Model, QUAL iShares MSCI USA Quality will be worth about 183.6 in March 2026. The stock is currently trading at 169.61. This means that the stock has a potential upside of +8.23%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 183.6 8.2%