State Street SPDR MSCI USA StrategicFactors ETF

Frequently Asked Questions About QUS

What does QUS invest in?

The State Street SPDR MSCI USA StrategicFactors ETF endeavors to replicate the overall return performance of the MSCI USA Factor Mix A-Series Capped Index (the "Index") before any fees or expenses are considered. This fund tracks a "Smart Beta" index designed to combine characteristics like low volatility, robust quality, and attractive valuation within a single, integrated strategy. The resulting portfolio aims to offer a lower-volatility approach, giving balanced attention to financially sound and undervalued companies. These multi-factor "smart beta" strategies bridge the divide between active and passive investment management, enabling investors to reassess their market exposures and potentially optimize risk-adjusted returns with greater efficiency.

What is the expense ratio of QUS?

State Street SPDR MSCI USA StrategicFactors ETF (QUS) charges an expense ratio of 0.15%. This is the annual fee deducted from fund assets to cover management and operations.

How big is QUS?

State Street SPDR MSCI USA StrategicFactors ETF (QUS) manages $1.59B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is QUS actively managed or an index fund?

QUS is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (QUS's is 0.15%) because there's no security selection cost.

When was QUS launched?

State Street SPDR MSCI USA StrategicFactors ETF (QUS) launched in April 2015 and is managed by SPDR.

How has QUS performed?

QUS's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.