QUAL vs XLF

Both QUAL and XLF are ETFs. QUAL has a lower 5-year return than XLF (16.57% vs 16.77%). QUAL has a higher expense ratio than XLF (0.15% vs 0.1%). Below is the comparison between QUAL and XLF.

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QUAL XLF
Security Type ETF ETF
Finny Score 75 67
Category Large Blend Financial
Family BlackRock State Street Global Advisors
Net Assets N/A N/A
Expense Ratio 0.15% 0.10%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.43% 1.95%
Underlying Index MSCI USA Sector Neutral Quality Index S&P Financial Select Sector Index
YTD Return 10.35% 25.15%
1-Year Return 45.64% 71.72%
3-Year Return 17.76% 12.90%
5-Year Return 16.57% 16.77%
10-Year Return 0.00% 12.92%

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

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XLF

XLF description

The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund is an exchange traded fund launched by State Street Global Advisors, Inc. It is managed by SSGA Funds Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across financials sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the Financial Select Sector Index, by using full replication technique. The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund was formed on December 16, 1998 and is domiciled in the United States.

XLF performance & returns
YTD Return 25.15%
1-Month Return 6.56%
3-Month Return 19.48%
1-Year Return 71.72%
3-Year Return 12.90%
5-Year Return 16.77%
10-Year Return 12.92%
XLF expense ratio is 0.1%.

XLF holdings

Top 10 Holdings (54.69% of Total Assets)

Name Symbol % Assets
BRK.B BRK.B 12.78%
JPM JPM 12.19%
BAC BAC 7.71%
WFC WFC 4.24%
C C 3.98%
MS MS 3.06%
GS GS 2.95%
BLK BLK 2.81%
SCHW SCHW 2.56%
AXP AXP 2.42%

XLF pros

The following are XLF strengths from our perspective:

  • XLF 3-year return is 12.9%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
  • XLF 5-year return is 16.77%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
  • XLF 10-year return is 12.92%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
  • XLF expense ratio is 0.1%, which is considered low. Nice job picking a low-cost fund.

XLF cons

The following are XLF weaknesses from our perspective:

  • XLF net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • XLF 15-year return is 2.13%, which is lower than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.

Other relevant XLF comparisons

You may also want to check out the following XLF 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.