IUQD.L
iShares Edge MSCI USA Quality Factor UCITS ETF
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 1.6 B
ASSETS UNDER MGMT
20 bp
EXPENSES
Fund Basics
| Inception date | Feb 21, 2018 |
| Regulation | UCITS |
| ISIN | IE00BF2QSQ20 |
| Distributions | Semi-annual |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| NVIDIA CORP | 6.1 % |
| APPLE INC | 5.9 % |
| MICROSOFT CORP | 5.6 % |
| META PLATFORMS INC | 3.6 % |
| ELI LILLY & CO | 3.5 % |
| TJX COMPANIES INC | 3.3 % |
| VISA INC. CLASS A | 3.1 % |
| LAM RESEARCH CORP | 2.9 % |
| KLA CORPORATION | 2.5 % |
| MASTERCARD INCORPORATED CLASS A | 2.5 % |
Constituent Breakdown
| Number of holdings | 132 |
| Herfindahl-Hirschman Index | 233 |
| 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 | 96.1 % |
 |
IRELAND | 2.0 % |
 |
BRITAIN | 0.8 % |
 |
SWITZERLAND | 0.7 % |
Historical Performance
Standardized Performance (as of 02/28/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 2.2% | 14.3% | 13.1% | 19.7% | 11.8% | -- | -- | 11.8% |
| Dividend Yield | 0.0% | 0.9% | 0.9% | 1.1% | 1.1% | -- | -- | 1.3% |
| Total Returns | 2.2% | 15.1% | 14.0% | 20.8% | 13.0% | -- | -- | 13.0% | Ann. Volatility | 10.1% | 15.5% | 14.0% | 13.5% | 16.3% | -- | -- | 17.7% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.20 | 6% |
| MSCI EAFE | 0.25 | 7% |
| MSCI Emg Mkts | 0.25 | 9% |
Liquidity Measures
| Avg. volume (000) | 0 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $2,434.67 |
| Relative strength (RSI) | 55 |
| MACD/Signal | 6.63/5.23 |
| Bollinger Bands (Upper/Lower) | $2,465.29/$2,408.66 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. IUQD.L |
Expenses vs. IUQD.L |
ALTAR Score™ vs. IUQD.L |
|---|---|---|---|---|
| IUQA.L | iShares Edge MSCI USA Quality Factor UCITS ETF | 99.7% | 0 bp | +0.0% |
| XDEQ.DE | Xtrackers MSCI World Quality UCITS ETF 1C | 64.2% | +5 bp | -0.2% |
| IWQU.L | iShares Edge MSCI World Quality Factor UCITS ETF | 64.0% | +5 bp | -0.1% |
| XWEQ.DE | Xtrackers MSCI World Quality ESG UCITS ETF 1C | 55.1% | +5 bp | +0.4% |
| IWQE.AS | iShares MSCI World Quality Factor Advanced UCITS ETF | 49.6% | +5 bp | +0.4% |
| UCTA.AS | iShares MSCI USA Climate Transition Aware UCITS ETF | 48.2% | -13 bp | -0.3% |
| PABH.PA | Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedge | 47.3% | +5 bp | +0.0% |
| ZPA5.DE | Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc | 47.3% | -13 bp | +0.1% |
| WEBP.DE | Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist | 47.3% | -13 bp | +0.1% |
| XUML.DE | Xtrackers S&P 500 Market Leaders UCITS ETF 1C | 46.4% | +5 bp | +1.5% |
Risk and Returns: IUQD.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.
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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
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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 4/5/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
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ETF Research Center Rating
5.5%
ALTAR SCORE™
44th
PERCENTILE
NEUTRAL
ETFRC RATING
There are 1,196 funds in the US Equity category with an average
ALTAR Score™ of 5.7% and a standard deviation
of 2.1%. IUQD.L's ALTAR Score™ is approximately -0.1 standard
deviations above the category average. This places IUQD.L in the 44th percentile
among funds in the category.
Sell-Side Consensus
$2910.91
PRICE TARGET
+25.4%
UPSIDE