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No. of Recommendations: 5
I like JOES light use of momentum early in the screen. It makes sense to focus on the stocks going up. The etf QUAL also uses ROE and Debt/Equity in a quality score used for ranking.

A screen including these Factor funds are one quick and easy method for selecting what factors have been working.

Quality Factor - best performance YTD and 3yr
Size Factor - best performance 1yr
Momentum Factor - Worst performance YTD
Multi-Factor - Worst performance 3yr

Basic Facts & Performance                QUAL       LRGF        MTUM       SIZE        EQAL

Schedule K-1 No No No No No

Asset Class Equity Equity Equity Equity Equity
Market Price $141.39 $45.00 $183.10 $134.93 $46.68

Price Performance (Today) -0.01% -0.22% 0.13% -0.16% -0.28%
9/3/2021 9/3/2021 9/3/2021 9/3/2021 9/3/2021
Market Total Return (YTD) 22.45% 19.59% 13.14% 21.34% 19.67%
8/31/2021 8/31/2021 8/31/2021 8/31/2021 8/31/2021
Market Total Return (1 Yr) 33.34% 32.81% 19.33% 41.36% 40.59%
8/31/2021 8/31/2021 8/31/2021 8/31/2021 8/31/2021
Market Total Return (3 Yr) 18.31% 12.03% 16.85% 16.95% 13.78%
8/31/2021 8/31/2021 8/31/2021 8/31/2021 8/31/2021

Net Expense Ratio 0.15% 0.20% 0.15% 0.15% 0.20%
12/1/2020 12/1/2020 11/23/2020 12/1/2020 12/21/2020
Tracking Error 2.68 3.68 7.74 5.21 7.32
Efficiency -0.73 -0.53 -0.03 0.66 11.27

Name
ISHARES MSCI USA QUALITY FACTOR ETF QUAL
ISHARES MSCI USA MULTIFACTOR ETF LRGF
ISHARES MSCI USA MOMENTUM FACTOR ETF MTUM
ISHARES MSCI USA SIZE FACTOR ETF SIZE
INVESCO RUSSELL 1000 EQUAL WEIGHT ETF EQAL


GD
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