ducovest

EQAL:ARCA-PowerShares Russell 1000 Equal Weight POrtfolio (USD)

ETF | Mid-Cap Blend | NYSE Arca

Last Closing

USD 48.59

Change

0.00 (0.00)%

Market Cap

USD 0.12B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Russell 1000? Equal Weight Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, Frank Russell Company compiles and maintains the underlying index, which is composed of all of the securities in the Russell 1000? Index (the "Russell 1000") "equally weighted."

Company Website : www.invescopowershares.com

Currency: USD

Country : USA

Inception Date: 22/12/2014

Primary Benchmark: Russell 1000 Equal Weighted TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.2%

Management Expense Ratio: 0.20 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
WHD Cactus Inc 0.54 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-28 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Mer Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF 0.07 %

N/A

 USD 94.51B
IWR iShares Russell Mid-Cap ETF 0.19 %

N/A

 USD 39.00B
MDY SPDR® S&P MIDCAP 400 ETF Trus.. 0.24 %

N/A

 USD 24.18B
VXF Vanguard Extended Market Index.. 0.07 %

N/A

 USD 23.21B
SPMD SPDR Russell Small Cap Complet.. 0.06 %

N/A

 USD 12.48B
XMHQ Invesco S&P MidCap Quality ETF 0.25 %

N/A

 USD 6.03B
JHMM John Hancock Multifactor Mid C.. 0.44 %

N/A

 USD 4.06B
IVOO Vanguard S&P Mid-Cap 400 Index.. 0.15 %

N/A

 USD 2.42B
FSMD Fidelity Small-Mid Factor 0.00 %

N/A

 USD 0.63B
JPME JPMorgan Diversified Return U... 0.24 %

N/A

 USD 0.42B

ETFs Containing EQAL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.18% 11% F 63% D
Dividend Return 1.30% 44% F 21% F
Total Return 11.48% 11% F 57% F
Trailing 12 Months  
Capital Gain 10.18% 11% F 63% D
Dividend Return 1.30% 44% F 21% F
Total Return 11.48% 11% F 57% F
Trailing 5 Years  
Capital Gain 42.82% 16% F 71% C-
Dividend Return 10.12% 84% B 31% F
Total Return 52.94% 11% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.60% 32% F 68% D+
Dividend Return 12.63% 26% F 65% D
Total Return 1.03% 21% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 22.11% 58% F 50% F
Risk Adjusted Return 57.12% 47% F 71% C-
Market Capitalization 0.12B 25% F 51% F

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:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

Below median total returns

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

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.