EQL

ALPS Equal Sector Weight ETF

$45.84
+0.00%
Market closed. Last update: 10:51 PM ET

📎 Investment Objective

The ALPS Equal Sector Weight ETF (EQL) seeks to provide investment results that correspond generally to the performance of the S-Network Equal Sector Weight Index.

Overview

ETF tracking ALPS Equal Sector Weight ETF

Category Other
Issuer Other
Inception Date 2009-07-07
Market Cap $561.5M
Average Volume N/A
Dividend Yield 3.42%
52-Week Range $37.36 - $46.71
VWAP $45.81

Performance

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Investment Summary

📎 Investment Objective

The ALPS Equal Sector Weight ETF (EQL) seeks to provide investment results that correspond generally to the performance of the S-Network Equal Sector Weight Index.

🎯 Investment Strategy

The ETF invests in a portfolio of equity securities that seeks to track the S-Network Equal Sector Weight Index, which is designed to provide equal-weighted exposure to the 11 GICS sectors. The fund uses a representative sampling strategy to track the index.

✨ Key Features

  • Equal-weighted exposure to the 11 GICS sectors
  • Seeks to provide diversified exposure across the U.S. equity market
  • Low expense ratio of 0.00%
  • Relatively new fund with limited performance history

⚠️ Primary Risks

  • Market risk: The value of the fund's holdings may decline due to general market and economic conditions
  • Sector concentration risk: The fund's equal-weighted sector exposure may lead to periods of underperformance compared to the broader market
  • Tracking error risk: The fund may not perfectly track the performance of its underlying index
  • Limited performance history: With a limited track record, the fund's long-term performance is uncertain

👤 Best For

The ALPS Equal Sector Weight ETF may be suitable for investors seeking broad, diversified exposure to the U.S. equity market with a focus on equal-weighted sector representation. It may be appropriate as a core holding or as part of a larger, diversified portfolio. Investors should be comfortable with the fund's sector concentration and limited performance history.