Should State Street SPDR MSCI USA StrategicFactors ETF (QUS) Be on Your Investing Radar?

Core Insights - The State Street SPDR MSCI USA StrategicFactors ETF (QUS) is designed to provide broad exposure to the Large Cap Blend segment of the US equity market, with assets exceeding $1.54 billion, making it one of the larger ETFs in this category [1] Group 1: Fund Overview - QUS is a passively managed ETF launched on April 15, 2015, sponsored by State Street Investment Management [1] - The ETF targets large cap companies, typically with market capitalizations above $10 billion, offering a stable investment option with less risk compared to mid and small cap companies [2] Group 2: Costs and Performance - The annual operating expenses for QUS are 0.15%, positioning it as one of the cheaper options in the ETF space, with a 12-month trailing dividend yield of 2.15% [3] - The ETF has returned approximately 14.35% year-to-date and 10.11% over the past year, with a trading range between $140.84 and $174.67 in the last 52 weeks [6] Group 3: Sector Exposure and Holdings - QUS has a significant allocation to the Information Technology sector, comprising about 27.1% of the portfolio, followed by Financials and Healthcare [4] - The top 10 holdings account for approximately 22.57% of total assets, with Apple Inc (AAPL) making up about 3.25% of total assets, followed by Microsoft Corp (MSFT) and Nvidia Corp (NVDA) [5] Group 4: Risk and Alternatives - The ETF has a beta of 0.87 and a standard deviation of 12.3% over the trailing three-year period, indicating a medium risk profile [7] - QUS carries a Zacks ETF Rank of 3 (Hold), suggesting it is a sufficient option for investors seeking exposure to the Large Cap Blend market segment, with alternatives like SPDR S&P 500 ETF (SPY) and Vanguard S&P 500 ETF (VOO) also available [8][9] Group 5: Bottom Line - Passively managed ETFs like QUS are increasingly popular among retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [10]