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

ETF | Large Blend | NYSE Arca

Last Closing

USD 61.52

Change

-0.91 (-1.46)%

Market Cap

USD 0.03B

Volume

1.70K

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
SCPS Scopus Biopharma Inc 1.17 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-01-27 )

Largest Industry Peers for Large Blend

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

+2.95 (+1.19%)

USD 1,599.41B
SPY SPDR S&P 500 ETF Trust 0.09 %

+5.93 (+1.19%)

USD 528.58B
IVV iShares Core S&P 500 ETF 0.04 %

+6.05 (+1.20%)

USD 428.78B
VOO Vanguard S&P 500 ETF 0.03 %

+5.79 (+1.26%)

USD 419.07B
VIG Vanguard Dividend Appreciation.. 0.06 %

+1.09 (+0.62%)

USD 77.60B
RSP Invesco S&P 500® Equal Weight.. 0.20 %

+1.43 (+0.89%)

USD 53.38B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

+1.29 (+1.17%)

USD 51.22B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

+0.81 (+1.37%)

USD 40.18B
IWB iShares Russell 1000 ETF 0.15 %

+3.25 (+1.18%)

USD 33.43B
VV Vanguard Large-Cap Index Fund .. 0.04 %

+2.89 (+1.26%)

USD 32.71B

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 -0.23% 30% F 49% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.23% 30% F 49% F
Trailing 12 Months  
Capital Gain 18.50% 28% F 74% C
Dividend Return 1.99% 72% C 42% F
Total Return 20.49% 28% F 72% C
Trailing 5 Years  
Capital Gain 54.61% 37% F 80% B-
Dividend Return 10.33% 45% F 38% F
Total Return 64.94% 34% F 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 9.97% 72% C 77% C+
Dividend Return 11.69% 65% D 75% C
Total Return 1.72% 46% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 9.81% 19% F 73% C
Risk Adjusted Return 119.27% 30% F 91% A-
Market Capitalization 0.03B 19% F 18% 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 total returns

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

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

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.