QUAL vs FQAL

Both FQAL and QUAL are ETFs. FQAL has a higher expense ratio than QUAL (0.29% vs 0.15%). Below is the comparison between FQAL and QUAL.

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FQAL QUAL
Security Type ETF ETF
Finny Score N/A 75
Category N/A Large Blend
Family Fidelity BlackRock
Net Assets N/A N/A
Expense Ratio 0.29% 0.15%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.82% 1.43%
Underlying Index Fidelity U.S. Quality Factor Index MSCI USA Sector Neutral Quality Index
YTD Return 11.59% 10.35%
1-Year Return 44.34% 45.64%
3-Year Return 16.55% 17.76%
5-Year Return 0.00% 16.57%
10-Year Return 0.00% 0.00%

FQAL

FQAL description

Fidelity Covington Trust - Fidelity Quality Factor ETF is an exchange traded fund launched and managed by Fidelity Management & Research Company LLC. The fund is co-managed by Geode Capital Management, LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the Fidelity U.S. Quality Factor Index. Fidelity Covington Trust - Fidelity Quality Factor ETF was formed on September 12, 2016 and is domiciled in the United States.

FQAL performance & returns
YTD Return 11.59%
1-Month Return 4.29%
3-Month Return 8.88%
1-Year Return 44.34%
3-Year Return 16.55%
5-Year Return 0.00%
10-Year Return 0.00%
FQAL expense ratio is 0.29%.

FQAL holdings

Top 10 Holdings (25.72% of Total Assets)

Name Symbol % Assets
AAPL AAPL 5.55%
MSFT MSFT 5.15%
GOOGL GOOGL 3.57%
FB FB 2.29%
HD HD 1.73%
JNJ JNJ 1.62%
V V 1.52%
UNH UNH 1.46%
MA MA 1.41%
NVDA NVDA 1.41%

FQAL pros

The following are FQAL strengths from our perspective:

  • FQAL 3-year return is 16.55%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.

FQAL cons

The following are FQAL weaknesses from our perspective:

  • FQAL net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant FQAL comparisons

You may also want to check out the following FQAL comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.

QUAL

QUAL description

iShares Trust - iShares MSCI USA Quality Factor ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the MSCI USA Sector Neutral Quality Index, by using representative sampling technique. iShares Trust - iShares MSCI USA Quality Factor ETF was formed on July 16, 2013 and is domiciled in the United States.

QUAL performance & returns
YTD Return 10.35%
1-Month Return 3.71%
3-Month Return 9.26%
1-Year Return 45.64%
3-Year Return 17.76%
5-Year Return 16.57%
10-Year Return 0.00%
QUAL expense ratio is 0.15%.

QUAL holdings

Top 10 Holdings (30.68% of Total Assets)

Name Symbol % Assets
MSFT MSFT 4.12%
AAPL AAPL 3.82%
KO KO 3.16%
MA MA 3.08%
FB FB 2.93%
V V 2.85%
NKE NKE 2.83%
BKNG BKNG 2.76%
BLK BLK 2.56%
JNJ JNJ 2.55%

QUAL pros

The following are QUAL strengths from our perspective:

  • QUAL 3-year return is 17.76%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • QUAL 5-year return is 16.57%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • QUAL expense ratio is 0.15%, which is considered low. Nice job picking a low-cost fund.

QUAL cons

The following are QUAL weaknesses from our perspective:

  • QUAL net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant QUAL comparisons

You may also want to check out the following QUAL comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.