Screener
QUAL vs VALQ
iShares MSCI USA Quality Factor ETF vs American Century U.S. Quality Value ETF
Key differences
- QUAL costs 0.14% less per year.
- QUAL is significantly larger than VALQ — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, QUAL has delivered higher annualized returns.
- QUAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| QUAL | VALQ | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.29% |
| Fund size (AUM) | $50.1B | $306M |
| Since | 2013 | 2018 |
| Dividend yield | 0.91% | 1.80% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.9% | +16.3% |
| CAGR 3Y | +20.8% | +15.4% |
| CAGR 5Y | +12.3% | +8.7% |
| Sharpe 3Y | 1.13 | 0.92 |
| Volatility 1Y | 12.05% | 11.27% |
| Max drawdown | -34.06% | -38.19% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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