QUAL Fund Comparisons

QUAL is shown with FundQuant's current comparable-fund evidence. Current comparable funds include VTCLX, SPYM, SCHX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
QUAL
Name
iShares MSCI USA Quality Factor ETF
Type
1940 Act ETF
Originator
BlackRock / iShares
Asset class
equity
Net expense ratio
0.15%
AUM
$50.1B

Comparable Funds

FundQuant reviewed 2,502 active searchable funds, 627 ETFs, 1,864 mutual funds and returned 3 comparable funds for QUAL.

  1. VTCLX - Vanguard Tax-Managed Capital Appreciation Fund (Mutual Fund; Vanguard; equity; Closest Fit; fit score 88)
  2. SPYM - SPDR(R) Portfolio S&P 500 ETF (1940 Act ETF; SPDR / State Street; equity; Closest Fit; fit score 85)
  3. SCHX - Schwab U.S. Large-Cap ETF (1940 Act ETF; Schwab; equity; Strong Fit; fit score 85)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/QUAL/comps