EQL
+2.20 · +4.83%
$47.66 · NYSE ARCA

ALPS Equal Sector Weight ETF (EQL) ETF Analysis | Large Value

ALPS · United States
AUM:$651.8M
#– of – in Large Value 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 14.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.25% — competitive for the exposure provided.

What is EQL?

In order to track the underlying index, the fund will use a fund of funds approach, and seek to achieve its investment objective by investing at least 90% of its total assets in the shares of the Underlying Sector ETFs. The underlying index is an index of ETFs comprised of all active Select Sector SPDR® ETFs in an equal weighted portfolio.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
EQL returned 14.8% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.25% — reasonable for the index exposure provided.
Concentrated Holdings
Top 10 holdings account for 91.9% of the ETF — significant weight in a small number of names.
ETF Information
AUM$651.8M
Expense Ratio0.25%
Dividend Yield1.66%
Holdings11
Inception DateJul 2009
DomicileUnited States
DistributionNA
Index–
ProviderALPS
Beta0.87
CategoryLarge Value
CurrencyUSD
Portfolio Impact

How would EQL affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.6%
1Y
+16.3%
3Y
+56.0%
5Y
+65.1%
OpenBook InsightIf you had invested £10,000 in EQL 5 years ago, it would have grown to £16,508 — a gain of £6,508.

Annual Returns

Calendar year performance

EQL delivered positive returns in 4 of the last 5 calendar years.
YearEQL
2026 YTD+12.1%
2025+13.3%
2024+16.3%
2023+17.2%
2022-10.8%
CAGR 4yr+8.3%
4/5 positive yearsAvg return: +9.6%Worst year: -10.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
7.4%
Low
Momentum
+2.7%
30-day change
Support Level
51.58
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.