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QUS vs USXF

State Street SPDR MSCI USA StrategicFactors ETF vs iShares ESG Advanced MSCI USA ETF

QUS

State Street SPDR MSCI USA StrategicFactors ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$1.5B

USXF

iShares ESG Advanced MSCI USA ETF

iShares

Annual cost

0.10%

Fund size

$1.3B

Key differences

  • Over the last 3 years, USXF has delivered higher annualized returns.
  • QUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

QUSUSXF
Annual cost (TER)0.15%0.10%
Fund size (AUM)$1.5B$1.3B
Since20152020
Dividend yield1.32%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.6%+33.3%
CAGR 3Y+18.6%+27.2%
CAGR 5Y+11.5%+15.3%
Sharpe 3Y1.201.21
Volatility 1Y9.24%16.12%
Max drawdown-33.78%-29.54%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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