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EQAL
+3.02 · +5.87%
$54.55 · NYSE ARCA
AUM:$783.8M
#– of – in Mid-Cap Blend ETFs
Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
Up 15.9% over the past year, showing positive momentum.Cost Efficiency
Ongoing charge of 0.20% — competitive for the exposure provided.What is EQAL?
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is comprised of all of the securities in the Russell 1000® Index, which is designed to measure the performance of the large-cap segment of the U.
Performance Highlights
Returns (%)
Top Sectors (%)
Investment Breakdown
Strong Recent Performance
EQAL delivered 15.9% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.20% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 5.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$783.8M
Expense Ratio0.20%
Dividend Yield1.72%
Holdings49
Inception DateDec 2014
DomicileUnited States
DistributionNA
Index–
ProviderInvesco
Beta0.98
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact
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6168
+7 points · better diversified