EQWL:ARCA-PowerShares Russell Top 200 Equal Weight Portfolio (USD)

ETF | Large Blend | NYSE Arca

Last Closing

USD 95.54

Change

0.00 (0.00)%

Market Cap

USD 0.03B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell Top 200 Equal Weight Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the component securities that comprise the underlying index. The underlying index is designed to provide equal-weighted exposure to the securities of the largest 200 companies in the U.S. equity market.

Inception Date: 01/12/2006

Primary Benchmark: S&P 100 Equal Weighted TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.54%

Management Expense Ratio: 0.25 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
FRSX Foresight Autonomous Holdings Ltd ADR 1.13 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-03 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
VTI Vanguard Total Stock Market In.. 0.03 %

N/A

USD 430.94B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

N/A

USD 44.97B
SPLG SPDR® Portfolio S&P 500 ETF 0.04 %

N/A

USD 43.54B
GSLC Goldman Sachs ActiveBeta® U.S.. 0.09 %

N/A

USD 12.72B
DYNF BlackRock US Equity Factor Rot.. 0.00 %

N/A

USD 10.84B
SPTM SPDR® Portfolio S&P 1500 Comp.. 0.04 %

N/A

USD 8.66B
SPLV Invesco S&P 500® Low Volatili.. 0.25 %

N/A

USD 7.54B
JQUA JPMorgan U.S. Quality Factor E.. 0.12 %

N/A

USD 4.62B
SCHK Schwab 1000 ETF 0.05 %

N/A

USD 3.58B
SUSA iShares MSCI USA ESG Select 0.25 %

N/A

USD 3.56B

ETFs Containing EQWL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.11% 31% F 73% C
Dividend Return 1.08% 92% A 30% F
Total Return 10.19% 35% F 70% C-
Trailing 12 Months  
Capital Gain 15.40% 39% F 76% C+
Dividend Return 2.20% 93% A 34% F
Total Return 17.60% 43% F 74% C
Trailing 5 Years  
Capital Gain 74.10% 47% F 81% B-
Dividend Return 9.33% 79% B- 32% F
Total Return 83.43% 47% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.78% 49% F 75% C
Dividend Return 14.08% 49% F 73% C
Total Return 1.30% 57% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 18.09% 61% D- 56% F
Risk Adjusted Return 77.85% 57% F 91% A-
Market Capitalization 0.03B N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.