iShares Edge MSCI USA Quality Factor ETF

iShares Edge MSCI USA Quality Factor ETF

as of 03/31/2021

Index Inception Date

Jan 01, 2013

Index Bloomberg Ticker


Index Type


Index Carrier


Index Sponsor


Weighing Scheme

Factor Weight

Asset Class


Replication Process


Underlying Region


Region Distributed



The index selects large- and mid-cap US stocks that have good quality scores based on three core factors: 1) high return on equity (ROE); 2) stable year-over-year earnings growth; and 3) low financial leverage. The index’s selection is based on sector, thus avoiding any significant biases. Moreover, stocks are factor-weighted so that the index tilts towards stocks that display the required quality characteristics.

10 Year Expected Return Annualized Forecasts and Historical Return




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