QVALAlpha Architect U.S. Quantitative Value ETF
QVAL Fund Description
QVAL is an active, equal-weighted portfolio of US value stocks, screened for forensic accounting and earnings quality.
QVAL Factset Analytics Insight
QVAL whittles down the US equity market to a relative handful of stocks that meet its stringent screens. The fund uses a single metric EV/EBIT to select the cheapest 10% of its universe, with additional screens for competitive advantage and financial strength, assessed using a number of financial-statement-derived metrics. Additionally, the fund uses a proprietary forensic accounting model to screen out companies that may be attempting to disguise low-quality cash flows. The few dozen holdings that emerge from this process are weighted equally. QVAL launched as an actively managed fund but began tracking a new homegrown index in January 2017. On January 31, 2022, the fund switched back to being actively managed. These changes did not significantly alter the fund’s strategy or holdings.
QVAL Summary Data
QVAL Portfolio Data
QVAL Index Data
QVAL Portfolio Management
QVAL Tax Exposures
QVAL Fund Structure
QVAL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of QVAL. QVAL is rated a 5 out of 5.
QVAL Sector/Industry Breakdown
QVAL Top 10 Holdings[View All]
QVAL Economic Development
QVAL Performance Statistics
QVAL Benchmark Comparison Summary
QVAL Benchmark Comparison Market Cap Size