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QUAL vs VLUE
iShares MSCI USA Quality Factor ETF vs iShares MSCI USA Value Factor ETF
Key differences
- QUAL is significantly larger than VLUE — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, VLUE has delivered higher annualized returns.
Side-by-side comparison
| QUAL | VLUE | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.15% |
| Fund size (AUM) | $50.1B | $12.0B |
| Since | 2013 | 2013 |
| Dividend yield | 0.91% | 1.70% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.9% | +79.1% |
| CAGR 3Y | +20.8% | +31.4% |
| CAGR 5Y | +12.3% | +15.0% |
| Sharpe 3Y | 1.13 | 1.54 |
| Volatility 1Y | 12.05% | 16.92% |
| Max drawdown | -34.06% | -39.47% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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