Zacks Quality International ETF (QUIZ) Applies the Firm’s Earnings-Driven Approach to Developed Markets Abroad

Zacks Investment Management, a wholly-owned subsidiary of Zacks Investment Research with $20 billion in assets under management, today announces the launch of the Zacks Quality International ETF (NYSE Arca: QUIZ), the firm’s fourth actively-managed exchange-traded fund (ETF) and first international equity product. Today’s launch marks a significant milestone in the firm’s evolution, extending its established, earnings-driven approach to developed markets outside the United States for the first time.

QUIZ seeks to generate long-term capital appreciation by investing in high-quality companies across developed international markets, including Japan, Germany, and the United Kingdom. The strategy is designed to focus on companies with consistent earnings, strong balance sheets and the potential to deliver attractive risk-adjusted returns through market cycles, using the same disciplined investment approach that has long defined Zacks Investment Management’s domestic strategies.

“QUIZ reflects a natural next step in the evolution of our firm,” notes Mitch Zacks, CEO of Zacks Investment Management. “For over 30 years, we’ve applied a disciplined, research-based approach to U.S. equities. With QUIZ, we’re expanding that approach globally, offering investors access to companies abroad that meet the same rigorous standards we’ve long applied domestically.”

The ETF aims to hold approximately between 75-250 companies identified through Zacks’ proprietary quantitative model, which focuses on upward earnings estimate revisions. These companies are further evaluated using fundamental screens that consider metrics such as return on equity, earnings stability, and dividend consistency. While the portfolio targets developed markets outside the U.S., many of the holdings are globally recognized brands, offering investors international exposure through familiar and financially resilient businesses.

Sal Esposito, Head of ETFs at Zacks Investment Management, notes, “This blend of brand familiarity and global diversification* across regions, sectors and currencies makes QUIZ a compelling option for investors looking to broaden their equity exposure without venturing into the unknown.”

QUIZ is the fourth fund in Zacks Investment Management’s suite of actively-managed ETFs, following the launches of the Zacks Earnings Consistent Portfolio ETF (CBOE: ZECP) in August 2021, the Zacks Small and Mid Cap ETF (NYSE Arca: SMIZ) in October 2023, and the Zacks Focus Growth ETF (Cboe: GROZ) in December 2024.

Zacks Investment Management, Inc. is the advisor to the Zacks Quality International ETF, Zacks Focus Growth ETF, Zacks Small and Mid Cap ETF, and the Zacks Earnings Consistent Portfolio ETF. For more information, please visit https://www.zacksetfs.com/.

About Zacks Investment Management

Zacks Investment Management is built on a foundation of rigorous research and a desire to outperform benchmarks over time, with a focus on financial intermediaries and institutions. We have been providing wealth management services since 1992, and have been a leading specialist on earnings and using earnings estimates as a part of our investment process. We are a wholly owned subsidiary of our parent company, Zacks Investment Research, one of the largest providers of independent research in the U.S.

The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company and can be found at www.zacksetfs.com. Please read carefully before investing. A hard copy of the prospectuses can also be requested by calling 855-813-3507.

Diversification does not ensure a profit or guarantee against loss.

Investing involves risk. Principal loss is possible. As an ETF, the funds may trade at a premium or discount to NAV. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Transactions in shares of ETFs will result in brokerage commissions, which will reduce returns. The Fund is subject to management risk because it is an actively managed portfolio.

The Advisor’s judgments about the attractiveness, value, and stability of particular stocks in which the Fund invests may prove to be incorrect, and there is no guarantee that the Advisor’s judgment will produce the desired results.

Equity securities are subject to changes in value, and their values may be more volatile than those of other asset classes. Stocks of large companies as a group can fall out of favor with the market, causing the Fund to underperform investments that have a greater focus on mid-cap or small-cap stocks. Larger, more established companies may be slow to respond to challenges and may grow more slowly than smaller companies. Investments selected using quantitative methods may perform differently from the market as a whole. A Fund’s direct or indirect investments in foreign securities, including depositary receipts, involve risks not associated with investing in U.S. securities that can adversely affect the Fund’s performance. Foreign markets, particularly emerging markets, may be less liquid, more volatile and subject to less government supervision than domestic markets.

*Diversification is an investment strategy that aims to reduce risk by spreading investments across a variety of assets, including different industries, geographic regions, and company sizes.

Distributor: Northern Lights Distributors, LLC. Zacks Investment Management is not affiliated with Northern Lights Distributors, LLC.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250819118527/en/