EQRR
+3.97 · +6.34%
$66.53 · NASDAQ

ProShares Equities for Rising Rates ETF (EQRR) ETF Analysis | Mid-Cap Value

ProShares · USA
AUM:$10.9M
#– of – in Mid-Cap 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 16.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is EQRR?

The fund invests in financial instruments that ProShare Advisors believes, in combination, should track the performance of the index. The index is designed to measure the performance of companies in the Nasdaq U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
EQRR delivered 16.9% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 35.3% of the ETF — a moderate level of name concentration.
ETF Information
AUM$10.9M
Expense Ratio0.35%
Dividend Yield1.62%
Holdings50
Inception DateJul 2017
Domicile–
Distribution–
Index–
ProviderProShares
Beta0.90
CategoryMid-Cap Value
CurrencyUSD
Portfolio Impact

How would EQRR 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
+28.3%
1Y
+39.4%
3Y
+76.4%
5Y
+98.5%
OpenBook InsightIf you had invested £10,000 in EQRR 5 years ago, it would have grown to £19,848 — a gain of £9,848.

Annual Returns

Calendar year performance

EQRR delivered positive returns in 5 of the last 5 calendar years.
YearEQRR
2026 YTD+34.5%
2025+14.9%
2024+7.3%
2023+10.3%
2022+0.5%
CAGR 4yr+8.1%
5/5 positive yearsAvg return: +13.5%Worst year: +0.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
12.7%
Low
Momentum
+7.8%
30-day change
Support Level
83.33
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.