JQUA - JQUA: Where Quality Meets Simplicity
2024-01-26 23:39:33 ET
Summary
- JQUA's AUM has increased 63% since my initial review four months ago. Investors are appreciating its low 0.12% expense ratio, high quality focus, and low reliance on Magnificent Seven stocks.
- Performance is terrific, with total returns since inception better than alternative ETFs like QUAL, SPHQ, and MOAT. This article compares these four ETFs fundamentally.
- JQUA is unique because it provides good exposure to the quality factor without sacrificing diversification. It holds 244 stocks, with only 21% of assets in its top ten.
- I've reiterated my buy rating on JQUA. I find it to be a refreshingly simple ETF with an excellent chance of long-term outperformance.