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

ETF | Large Blend | NYSE Arca

Last Closing

USD 103.36

Change

-0.60 (-0.58)%

Market Cap

USD 0.03B

Volume

0.05M

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
BHC Bausch Health Companies Inc 1.09 %
CVE Cenovus Energy Inc 1.04 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-27 )

Largest Industry Peers for Large Blend

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

N/A

USD 456.91B
SPLG SPDR® Portfolio S&P 500 ETF 0.04 %

N/A

USD 54.47B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

N/A

USD 51.93B
DYNF BlackRock US Equity Factor Rot.. 0.00 %

N/A

USD 14.33B
GSLC Goldman Sachs ActiveBeta® U.S.. 0.09 %

N/A

USD 13.32B
SPTM SPDR® Portfolio S&P 1500 Comp.. 0.04 %

N/A

USD 9.84B
SPLV Invesco S&P 500® Low Volatili.. 0.25 %

N/A

USD 7.27B
JQUA JPMorgan U.S. Quality Factor E.. 0.12 %

N/A

USD 5.38B
SCHK Schwab 1000 ETF 0.05 %

N/A

USD 4.10B
SUSA iShares MSCI USA ESG Select 0.25 %

N/A

USD 3.87B

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 18.04% 36% F 76% C+
Dividend Return 1.63% 89% A- 27% F
Total Return 19.68% 40% F 74% C
Trailing 12 Months  
Capital Gain 18.04% 36% F 76% C+
Dividend Return 1.63% 89% A- 27% F
Total Return 19.68% 40% F 74% C
Trailing 5 Years  
Capital Gain 66.98% 44% F 80% B-
Dividend Return 12.19% 87% B+ 39% F
Total Return 79.17% 46% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 14.49% 68% D+ 74% C
Dividend Return 15.75% 68% D+ 73% C
Total Return 1.26% 43% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 18.50% 64% D 59% D-
Risk Adjusted Return 85.15% 68% 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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.