EQL:NYE-ALPS Equal Sector Weight ETF (USD)

ETF | US Equity |

Last Closing

USD 128.82

Change

-0.90 (-0.69)%

Market Cap

N/A

Volume

4.90K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-15 )

Largest Industry Peers for US Equity

ETFs Containing EQL

EQLI:CA Invesco S&P 500 Equal Wei.. 76.15 % 0.00 %

-0.01 (-0.05%)

CAD 0.04B
PABF:CA Purpose Active Balanced F.. 9.12 % 0.00 %

-0.06 (-0.05%)

N/A
PAGF:CA Purpose Active Growth Fun.. 8.37 % 0.00 %

-0.10 (-0.05%)

N/A
PACF:CA Purpose Active Conservati.. 5.43 % 0.00 %

-0.06 (-0.05%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.60% 100% F 72% C
Dividend Return 1.42% 100% F 27% F
Total Return 19.02% 100% F 70% C-
Trailing 12 Months  
Capital Gain 24.03% 100% F 69% C-
Dividend Return 2.10% 100% F 30% F
Total Return 26.13% 100% F 67% D+
Trailing 5 Years  
Capital Gain 65.49% 100% F 76% C+
Dividend Return 12.92% 100% F 41% F
Total Return 78.42% 100% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.65% 100% F 72% C
Dividend Return 14.64% 100% F 72% C
Total Return 1.98% 100% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 15.82% 100% F 65% D
Risk Adjusted Return 92.51% 100% F 95% A
Market Capitalization N/A 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:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:

There is nothing we particularly dislike