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iSharesSmall BlendSQLT · Cboe BZX

iShares MSCI USA Small-Cap Quality Factor ETF (SQLT)

Price
$27.94
—25 Sept 2026
Assets
$6.9M
Total net assets
Expense ratio
0.20%
Category 0.96%
Yield
—
Trailing distributions
3Y CAGR
—
Category 16.2%
5Y CAGR
—
Category 6.9%
Loading NAV history…
iShares MSCI USA Small-Cap Quality Factor ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
—
Maximum drawdown
—
Sharpe ratio
—
Sortino ratio
—
Beta
—
Alpha
—
R²
—
Information ratio
—
Upside capture
—
Downside capture
—
Tracking error
—
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-3.9%-2.3%——————+8.7%
Small Blend average-4.8%-4.2%15.3%14.3%16.8%16.2%6.9%10.1%10.6%
Difference+0.9%+1.9%——————-1.8%

Holdings

The 10 largest positions make up 8.5% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
NFGNational Fuel Gas Co1.19%
MANHManhattan Associates Inc0.96%
RGLDRoyal Gold Inc0.94%
SNXTD Synnex Corp0.87%
EWBCEast West Bancorp Inc0.79%
ZBRAZebra Technologies Corp Ordinary Shares - Class A0.78%
MEDPMedpace Holdings Inc0.77%
WWDWoodward Inc0.77%
THCTenet Healthcare Corp0.76%
NYTNew York Times Co Class A0.70%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
19.6
P/B
2.8
P/S
2.0
P/CF
12.9

Sector allocation

Share of the equity the fund holds.

19.1%Technology11 sectors
  1. Technology19.1%
  2. Industrials16.9%
  3. Financial services15.4%
  4. Health care14.9%
  5. Consumer discretionary9.0%
  6. Real estate6.6%
  7. Energy6.1%
  8. Materials4.7%
  9. Consumer staples3.8%
  10. Communication services2.6%
  11. Utilities1.0%

Asset mix

  • Stocks99.9%
  • Cash0.1%

ETF details

Issuer
iShares
Category
Equity · Small Blend
Ticker
SQLT
Exchange
Cboe BZX
Inception
31 Mar 2026 (0.5 years)
Structure
Exchange Traded Fund
Expense ratio
0.20% (category 0.96%)
Holdings turnover
0% (category 61%)
Distribution yield
—
Beta, 3 years
0.00
Total net assets
$6.9M

Prices and returns as of 25 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other small blend ETFs

Other ETFs in the Small Blend category.

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Investment research for ETFs, mutual funds and stocks. Data is for research and education. It is not a recommendation to buy or sell any security. Mutual fund investments are subject to market risk; read all scheme documents carefully.

© 2026 Evenfolio
build 62 · 2026-09-28 17:30 UTC

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