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

ETF | Large Blend | NYSE Arca

Last Closing

USD 99.54

Change

-0.43 (-0.43)%

Market Cap

USD 0.03B

Volume

0.03M

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: 2024-08-28 )

Largest Industry Peers for Large Blend

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SCHX Schwab U.S. Large-Cap ETF 0.03 %

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GSLC Goldman Sachs ActiveBeta® U.S.. 0.09 %

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DYNF BlackRock US Equity Factor Rot.. 0.00 %

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

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

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JQUA JPMorgan U.S. Quality Factor E.. 0.12 %

+0.41 (+0.74%)

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SCHK Schwab 1000 ETF 0.05 %

+0.32 (+0.60%)

USD 3.58B
SUSA iShares MSCI USA ESG Select 0.25 %

+0.82 (+0.70%)

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 13.68% 35% F 74% C
Dividend Return 1.08% 92% A 28% F
Total Return 14.76% 38% F 71% C-
Trailing 12 Months  
Capital Gain 20.38% 40% F 76% C+
Dividend Return 2.21% 93% A 34% F
Total Return 22.59% 42% F 74% C
Trailing 5 Years  
Capital Gain 77.17% 47% F 80% B-
Dividend Return 9.11% 77% C+ 30% F
Total Return 86.28% 49% F 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 12.89% 49% F 75% C
Dividend Return 14.19% 50% F 73% C
Total Return 1.30% 54% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 18.10% 61% D- 57% F
Risk Adjusted Return 78.37% 61% D- 90% 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.