iShares
IUQD.L
IE00BF2QSQ20
iShares Edge MSCI USA Quality Factor UCITS ETF
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About this ETF

The iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist) seeks to track the MSCI USA Sector Neutral Quality index. The MSCI USA Sector Neutral Quality index tracks the leading stocks on the US market. The constituents are selected by three main equally weighted indicators: high return on equity, low levels of debt and low year on year earnings variability.

TER
0.2%

Total Expense Ratio per year

Fund Size
€2.85B

Assets under management

Holdings
124

Underlying equities

Dividend Yield
0.66%

Distributing

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
26.99
Weighted Fwd P/E
20.74
💰 Revenue Estimates
Current Year CY
+21.91% ⌀ 30 Analysts Coverage
Next Year NY
+15.84% ⌀ 30 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+26.89% ⌀ 28 Analysts Coverage
Next Year NY
+37.97% ⌀ 29 Analysts Coverage

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ETF Profile
Provider
iShares
iShares
Fund Type
ETF
Inception Date
02/21/2018 (8 yrs)
Index Group
MSCI USA
Region
-
Sector
-
Strategy
Fundamental
Theme
-
Distribution Policy
Distributing
Replication
Full replication
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
16.3% p.a.
Max Drawdown (5Y)
-28.2%
Sharpe Ratio (5Y)
0.52
Beta Factor
0.87
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 40% in "Technology".
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