iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist) (IUQD.L)
IUQD.L is a passive ETF by iShares tracking the investment results of the Russell 1000 TR USD. IUQD.L launched on Feb 21, 2018 and has a 0.20% expense ratio.
ETF Info
| ISIN | IE00BF2QSQ20 |
|---|---|
| Issuer | iShares |
| Inception Date | Feb 21, 2018 |
| Category | Large Cap Blend Equities |
| Leveraged | 1x |
| Index Tracked | Russell 1000 TR USD |
| Asset Class | Equity |
Expense Ratio
IUQD.L has an expense ratio of 0.20%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: IUQD.L vs. QUAL, IUQD.L vs. VOO, IUQD.L vs. SMH, IUQD.L vs. XZEW.DE, IUQD.L vs. EQQQ.L
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist), comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist) had a return of 25.29% year-to-date (YTD) and 32.33% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 25.29% | 25.48% |
| 1 month | 0.68% | 2.14% |
| 6 months | 11.56% | 12.76% |
| 1 year | 32.33% | 33.14% |
| 5 years (annualized) | 14.89% | 13.96% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of IUQD.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.71% | 5.46% | 2.91% | -3.59% | 3.39% | 5.11% | -0.04% | 2.72% | 1.56% | -0.76% | 25.29% | ||
| 2023 | 6.26% | -1.51% | 3.51% | 1.77% | 1.05% | 6.51% | 3.92% | -0.04% | -4.89% | -2.35% | 8.37% | 5.52% | 30.89% |
| 2022 | -8.37% | -2.55% | 5.15% | -7.47% | -2.85% | -8.62% | 7.86% | -3.53% | -8.33% | 6.10% | 4.30% | -2.71% | -20.80% |
| 2021 | -1.52% | 2.82% | 4.67% | 4.68% | 1.26% | 3.04% | 3.45% | 2.89% | -5.39% | 6.10% | 0.21% | 3.03% | 27.69% |
| 2020 | -0.27% | -9.85% | -8.40% | 10.40% | 4.13% | 0.57% | 4.60% | 7.88% | -2.66% | -3.20% | 10.71% | 3.55% | 16.03% |
| 2019 | 8.02% | 4.62% | 2.27% | 3.51% | -5.69% | 6.10% | 2.90% | -3.22% | 2.14% | 1.96% | 4.84% | 2.43% | 33.32% |
| 2018 | 1.21% | -2.85% | 0.03% | 2.24% | 0.16% | 2.80% | 3.59% | 1.31% | -7.44% | -0.04% | -7.98% | -7.48% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of IUQD.L is 81, placing it in the top 19% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist) (IUQD.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist) provided a 0.83% dividend yield over the last twelve months, with an annual payout of $18.27 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|
| Dividend | $18.27 | $18.66 | $18.27 | $16.63 | $16.76 | $15.91 | $13.27 |
Dividend yield | 0.83% | 1.05% | 1.34% | 0.95% | 1.21% | 1.32% | 1.44% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist). The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.14 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.14 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.54 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.13 | $18.66 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $10.10 | $18.27 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.39 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.25 | $16.63 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.72 | $16.76 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.97 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.94 | $15.91 |
| 2018 | $5.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.27 | $13.27 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist). A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist) was 33.83%, occurring on Mar 23, 2020. Recovery took 103 trading sessions.
The current iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist) drawdown is 0.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.83% | Feb 18, 2020 | 25 | Mar 23, 2020 | 103 | Aug 19, 2020 | 128 |
| -27.75% | Dec 31, 2021 | 196 | Oct 12, 2022 | 295 | Dec 12, 2023 | 491 |
| -19.13% | Oct 4, 2018 | 58 | Dec 24, 2018 | 75 | Apr 11, 2019 | 133 |
| -8.12% | Sep 3, 2020 | 13 | Sep 21, 2020 | 15 | Oct 12, 2020 | 28 |
| -7.6% | Sep 7, 2021 | 20 | Oct 4, 2021 | 19 | Oct 29, 2021 | 39 |
Volatility
Volatility Chart
The current iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist) volatility is 3.16%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.