EQL ALPS Equal Sector Weight ETF
What is EQL?
EQL tracks an equal-weighted index of all select sector SPDR ETFs.
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
Peers
Fund Flows
EQL Portfolio Data
EQL Index Data
EQL Portfolio Management
EQL Tax Exposures
EQL Fund Structure
Factset Analytics Block Liquidity
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
EQL Sector/Industry Breakdown
Benchmark
EQL Top 10 Holdings
EQL Performance Statistics
EQL Benchmark Comparison Summary
Benchmark
EQL Benchmark Comparison Market Cap Size
Benchmark
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.