EQL ALPS Equal Sector Weight ETF
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What is EQL?
EQL tracks an equal-weighted index of all select sector SPDR ETFs.
PERFORMANCE [as of 03/24/23]
1 MONTH
3 MONTHS
YTD
1 YEAR
3 YEARS
5 YEARS
10 YEARS
EQL
-2.12%
0.40%
0.49%
-9.22%
20.87%
10.11%
10.55%
EQL (NAV)
-1.94%
0.40%
0.59%
-9.13%
20.81%
10.14%
10.55%
MSCI USA Large Cap Index
1.09%
4.81%
4.92%
-11.00%
19.07%
11.18%
12.15%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.
EQL Factset Analytics Insight
EQL uses a “fund of funds” approach in investing—it takes all major sectors that make up the S&P 500 index, and then weights each sector equally. The result is a portfolio of large-cap US stocks that underweights the largest sectors in the index, like technology and financials, and overweights the minor sectors, like basic materials and utilities. Proponents claim that the fund’s countercyclical rebalancing schedule will help it outperform the regular S&P 500 over time. The index is reconstituted and rebalanced on a quarterly basis.
EQL Summary Data
07/07/09
0.27%
$301.24M
MSCI USA Large Cap Index
Open-Ended Fund
Peers
MSCI USA Large Cap Index
Fund Flows
-$0.06B
5 Days
-$0.01B
30 Days
-$0.00B
90 Days
EQL Portfolio Data
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2.26%
N/A
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EQL Index Data
Equal
Market Cap
MSCI USA Large Cap Index
EQL Portfolio Management
0.27%
-0.12%
-0.10%
-0.16%
EQL Tax Exposures
20.00% / 39.60%
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Qualified dividends
No
EQL Fund Structure
Open-Ended Fund
No
Yes
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N/A
N/A
Low
Daily
Factset Analytics Block Liquidity
As of 03/27/23
This measurement shows how easy it is to trade a $1 million USD block of EQL. EQL is rated a N/A out of 5.
EQL Tradability
45,875
$4.49M
8,674
$833.69K
0.12%
$0.12
0.01%
0.27% / -1.34%
None
100.00%
25,000
0.35
0.01%
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0
$95.79
N/A
EQL Sector/Industry Breakdown
EQL
Segment
Benchmark
Benchmark
100.55%
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-0.55%
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EQL Top 10 Holdings
9.35%
9.24%
9.24%
9.19%
9.19%
9.19%
9.11%
9.10%
9.09%
8.91%
91.61%
EQL Performance Statistics
0.95
0.88
0.90
0.89
0.32%
MSCI USA Large Cap Index
EQL Benchmark Comparison Summary
EQL
Segment
Benchmark
Benchmark
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Low
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EQL Benchmark Comparison Market Cap Size
EQL
Segment
Benchmark
Benchmark
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