QUAL
iShares MSCI USA Quality Factor ETF
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iShares MSCI USA Quality Factor ETF (QUAL) is an exchange-traded fund that provides investors with exposure to factor-based investment strategies. It carries an expense ratio of 0.15%. The fund offers a dividend yield of approximately 1.31%. The portfolio holds 125 securities.
Category
Factor Investing
Dividend Yield
1.31%
Expense Ratio
0.15%
Holdings
125
Dividend History
Top Holdings
Key Features
- •Quality factor
- •High ROE
- •Stable returns
- •Low debt
Advantages
- •High-quality companies
- •Stable performance
- •Bear market defense
- •Long-term performance
Risks
- •Potential overvaluation
- •Growth stock concentration
- •Tech stock allocation
- •Concentration risk
Rebalancing Strategy
Use as core asset; long-term holding strategy
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QUAL Investment Analysis
QUAL (iShares MSCI USA Quality Factor ETF) is a Factor Investing ETF comprising 125 holdings. It has an expense ratio of 0.15% and a dividend yield of 1.31%. It has a reasonable expense ratio.
A 1.31% dividend yield provides moderate income. It suits investors seeking a balance between growth and dividends.
QUAL can play an important role in your portfolio. It holds a sufficient number of stocks for adequate diversification.
US ETF Investment Notes
A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.
Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.
Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.