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

ETF | Large Blend | NYSE Arca

Last Closing

USD 102.17

Change

0.00 (0.00)%

Market Cap

USD 0.03B

Volume

0.07M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict
Created with Highstock 5.0.6

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

Created with Highstock 5.0.6
Cash (0%)
NotClassified (0%)
Stock non-US (0%)
Other (0%)
Stock US (99%)
Bond (0%)
Top Holdings

N/A

Symbol Company Name Allocation
WHD Cactus Inc 1.17 %
Top Sectors

N/A

Created with Highstock 5.0.6
Basic Materials (2%)
Consumer Cyclicals (8%)
Financial Services (17%)
Real Estate (2%)
Communication Services (8%)
Energy (3%)
Industrials (13%)
Technology (14%)
Consumer Defensive (11%)
Healthcare (15%)
Utilities (3%)
Top Regions

N/A

Created with Highstock 5.0.6
North America (100%)
United Kingdom (0%)
Europe Developed (0%)
Europe Emerging (0%)
Africa/Middle East (0%)
Japan (0%)
Australasia (0%)
Asia Developed (0%)
Asia Emerging (0%)
Latin America (0%)

Share Volume

Relative Performance (Total Returns)

Compare
EQWL VTI
  • VTI
Relative Returns (From:    To: 2025-03-30 )

Largest Industry Peers for Large Blend

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

+2.18 (+0.79%)

USD 453.93B
SPLG SPDR® Portfolio S&P 500 ETF 0.04 %

+0.40 (+0.61%)

USD 56.87B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

+0.15 (+0.68%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot.. 0.00 %

+0.23 (+0.47%)

USD 14.94B
GSLC Goldman Sachs ActiveBeta® U.S.. 0.09 %

+0.82 (+0.74%)

USD 12.23B
SPTM SPDR® Portfolio S&P 1500 Comp.. 0.04 %

+0.51 (+0.75%)

USD 9.53B
SPLV Invesco S&P 500® Low Volatili.. 0.25 %

+0.06 (+0.08%)

USD 7.46B
JQUA JPMorgan U.S. Quality Factor E.. 0.12 %

+0.33 (+0.58%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend .. 0.94 %

+0.23 (+0.56%)

USD 4.00B
SCHK Schwab 1000 ETF 0.05 %

+0.20 (+0.74%)

USD 3.90B

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 -0.11% 86% B+ 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.11% 86% B+ 53% F
Trailing 12 Months  
Capital Gain 7.67% 88% B+ 76% C+
Dividend Return 1.02% 74% C 21% F
Total Return 8.69% 88% B+ 71% C-
Trailing 5 Years  
Capital Gain 113.70% 64% D 74% C
Dividend Return 15.07% 86% B+ 36% F
Total Return 128.77% 81% B- 72% C
Average Annual (5 Year Horizon)  
Capital Gain 13.85% 72% C 75% C
Dividend Return 15.09% 69% C- 73% C
Total Return 1.24% 44% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 17.49% 65% D 59% D-
Risk Adjusted Return 86.29% 68% D+ 89% A-
Market Capitalization 0.03B N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.