IUQA.L
iShares Edge MSCI USA Quality Factor UCITS ETF
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 2.2 B
ASSETS UNDER MGMT
20 bp
EXPENSES
Fund Basics
| Inception date | Oct 13, 2016 |
| Regulation | UCITS |
| ISIN | IE00BD1F4L37 |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| APPLE INC | 6.6 % |
| NVIDIA CORP | 6.4 % |
| MICROSOFT CORP | 5.1 % |
| META PLATFORMS INC | 3.5 % |
| LAM RESEARCH CORP | 3.4 % |
| TJX COMPANIES INC | 3.2 % |
| ELI LILLY & CO | 3.1 % |
| VISA INC. CLASS A | 3.0 % |
| KLA CORPORATION | 2.8 % |
| ALPHABET INC. CLASS A | 2.6 % |
Constituent Breakdown
| Number of holdings | 129 |
| Herfindahl-Hirschman Index | 244 |
| Wgt avg mkt cap (mns) | $1,117,749 |
| Large cap (>$10bn) | 98.2% |
| Mid cap ($2-10bn) | 1.5% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.7% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 96.3 % |
 |
IRELAND | 1.6 % |
 |
BRITAIN | 0.9 % |
 |
SWITZERLAND | 0.8 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 8.2% | 23.4% | 15.9% | 20.6% | 11.9% | -- | -- | 14.4% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | -- | -- | 0.0% |
| Total Returns | 8.2% | 23.4% | 15.9% | 20.6% | 11.9% | -- | -- | 14.4% | Ann. Volatility | 12.8% | 11.4% | 14.2% | 13.5% | 16.3% | -- | -- | 16.7% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.61 | 42% |
| MSCI EAFE | 0.40 | 29% |
| MSCI Emg Mkts | 0.31 | 30% |
Liquidity Measures
| Avg. volume (000) | 157 |
| ADV traded (mns) | $3 |
| Turnover | 0.1% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $17.62 |
| Relative strength (RSI) | 65 |
| MACD/Signal | 0.25/0.24 |
| Bollinger Bands (Upper/Lower) | $18.25/$17.30 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. IUQA.L |
Expenses vs. IUQA.L |
ALTAR Score™ vs. IUQA.L |
|---|---|---|---|---|
| IUQD.L | iShares Edge MSCI USA Quality Factor UCITS ETF | 99.7% | 0 bp | 0.0% |
| IWQU.L | iShares Edge MSCI World Quality Factor UCITS ETF | 64.8% | +5 bp | -0.1% |
| XDEQ.DE | Xtrackers MSCI World Quality UCITS ETF 1C | 63.6% | +5 bp | -0.1% |
| XWEQ.DE | Xtrackers MSCI World Quality ESG UCITS ETF 1C | 55.2% | +5 bp | +0.4% |
| IWQE.AS | iShares MSCI World Quality Factor Advanced UCITS ETF | 51.2% | +5 bp | +0.3% |
| PABH.PA | Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedge | 47.5% | +5 bp | -0.2% |
| ZPA5.DE | Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc | 47.5% | -13 bp | -0.1% |
| WEBP.DE | Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist | 47.5% | -13 bp | -0.1% |
| XZSP.L | Xtrackers S&P 500 Scored & Screened UCITS ETF 1C | 47.3% | -12 bp | 0.0% |
| XCUD.DE | Xtrackers MSCI USA Climate Transition UCITS ETF 1D | 46.8% | -11 bp | -0.4% |
Risk and Returns: IUQA.L vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
Content on this tab for Individual & Professional subscribers only. Start your FREE trial
Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
Content on this tab for Individual & Professional subscribers only. Start your FREE trial
Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/3/2026
Peer Group Comparison
Sample data. Subscribe for access.
Some content on this tab for Individual & Professional subscribers only. Start your FREE trial
ETF Research Center Rating
5.0%
ALTAR SCORE™
46th
PERCENTILE
NEUTRAL
ETFRC RATING
There are 1,399 funds in the US Equity category with an average
ALTAR Score™ of 5.3% and a standard deviation
of 2.1%. IUQA.L's ALTAR Score™ is approximately -0.1 standard
deviations above the category average. This places IUQA.L in the 46th percentile
among funds in the category.
Sell-Side Consensus
$20.53
PRICE TARGET
+13.2%
UPSIDE