EQL
ALPS Equal Sector Weight ETFEQL Fund Description
EQL tracks an equal-weighted index of the 9 select sector SPDR ETFs.
EQL Factset Analytics Insight
EQL takes the 9 major sectors that make up the S&P 500 index, weights each sector equally and rebalances on a quarterly basis. The result is a portfolio that underweights the largest sectors in the index, like technology and financials, and overweights the minor sectors, like basic materials and utilities. Is this a good idea? It depends on your view of those sectors, and on the importance of rebalancing. Proponents claim that its countercyclical rebalancing schedule will help it outperform the regular S&P 500 over time. So far, the fund has not generated statistically significant alpha. EQL isn't cheap (though a recent fee cut certainly helps) and needs to be traded with care.
EQL Charts And Performance
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EQL Summary Data
EQL Portfolio Data
EQL Index Data
EQL Portfolio Management
EQL Tax Exposures
EQL Fund Structure
EQL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EQL. EQL is rated a 5 out of 5.
EQL Tradability
EQL Sector/Industry Breakdown
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EQL Top 10 Holdings[View All]
EQL Countries
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EQL Regions
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EQL Economic Development
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EQL Performance Statistics
EQL Benchmark Comparison Summary
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EQL Benchmark Comparison Market Cap Size
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