EQL - ETF AI Analysis
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ALPS Equal Sector Weight ETF (EQL)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, showing that its strategy has worked well in the current market.
Equal Sector Weight Diversification
The fund spreads its investments fairly evenly across many sectors, helping reduce the impact if any one industry struggles.
Low Expense Ratio
The ETF charges relatively low fees, which helps investors keep more of the returns generated by the portfolio.
Negative Factors
Short-Term Performance Weakness
The ETF has slipped slightly over the past month, suggesting some recent pressure on its holdings.
Concentration in U.S. Market
Almost all of the fund’s assets are invested in U.S. companies, which may limit diversification across global markets.
Mixed Results Among Top Holdings
While several major positions have performed strongly, a few notable names have been weak, which can drag on overall returns.
EQL vs. SPDR S&P 500 ETF (SPY)
AUM743.84M
RegionNorth America
Expense Ratio0.19%
Beta0.69
IssuerALPS
Inception DateJul 06, 2009
Dividend Yield1.33%
Asset ClassEquity
Index TrackedVettaFi Modelist Equal Weight Sector 500 Index - USD - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume40,283
30 Day Avg. Volume41,682
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
60.97Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering498
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EQL Summary
The ALPS Equal Sector Weight ETF (EQL) follows the VettaFi Modelist Equal Weight Sector 500 Index, aiming to spread your money evenly across major parts of the U.S. stock market instead of letting one sector, like technology, dominate. It holds many large, well-known companies such as Apple and Amazon, along with firms in energy, health care, financials, and more. Someone might invest in EQL to get broad, diversified exposure to big U.S. companies in a single fund, which can help smooth out the impact of any one sector. A key risk is that the value of the ETF can go up and down with the overall stock market.
How much will it cost me?This ETF has an expense ratio of 0.19%, which means you’ll pay about $1.90 per year for every $1,000 you invest. That’s slightly below the average stock ETF fee, especially considering it uses a more specialized equal-sector strategy rather than a plain-vanilla index approach.
What would affect this ETF?This ETF could benefit if the overall U.S. economy grows steadily, supporting large, well-known companies across all sectors and especially lifting major technology and communication names like Alphabet, Amazon, and Nvidia. On the other hand, it could face pressure if the U.S. enters a recession, if higher interest rates hurt sectors like real estate and utilities, or if new regulations or tech slowdowns weigh on its biggest holdings.
EQL Top 10 Holdings
EQL’s story is less about one star stock and more about a balanced cast. Big Tech names like Alphabet and Amazon have been mixed lately, with short-term weakness offsetting earlier gains, while Apple and Nvidia are still rising and quietly pulling their weight. Energy giants Exxon and Chevron have been standout contributors, benefiting from firm oil markets and adding some muscle to returns. On the flip side, Meta and Tesla have been more volatile, occasionally dragging on performance. Overall, the fund is broadly spread across U.S. sectors, avoiding heavy concentration in any single theme.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 5.28% | $39.29M | $4.19T | 40.44% | 85 Outperform | |
| Amazon | 3.72% | $27.65M | $2.69T | 10.79% | 71 Outperform | |
| Exxon Mobil | 2.58% | $19.18M | $660.33B | 42.29% | 74 Outperform | |
| Meta Platforms | 2.22% | $16.48M | $1.91T | -3.74% | 76 Outperform | |
| Nvidia | 1.96% | $14.56M | $5.42T | 25.85% | 76 Outperform | |
| Apple | 1.82% | $13.52M | $4.98T | 33.00% | 79 Outperform | |
| Linde | 1.80% | $13.40M | $216.61B | -0.93% | 66 Neutral | |
| Chevron | 1.57% | $11.68M | $403.95B | 32.20% | 71 Outperform | |
| Tesla | 1.55% | $11.55M | $1.47T | -19.35% | 73 Outperform | |
| Walmart | 1.55% | $11.51M | $856.69B | 5.48% | 78 Outperform |
EQL Technical Analysis
Negative
―
Price Trends
51.37
Negative
50.81
Negative
49.35
Positive
Market Momentum
-0.29
Positive
36.27
Neutral
8.93
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EQL, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 51.07, equal to the 50-day MA of 51.37, and equal to the 200-day MA of 49.35, indicating a neutral trend. The MACD of -0.29 indicates Positive momentum. The RSI at 36.27 is Neutral, neither overbought nor oversold. The STOCH value of 8.93 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EQL.
EQL Peer Comparison
Comparison Results
Performance Comparison
EQL
ALPS Equal Sector Weight ETF
50.09
4.69
10.33%
FTQI
First Trust Hedged BuyWrite Income ETF
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―
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CVLC
Calvert US Large-Cap Core Responsible Index ETF
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IUS
Invesco RAFI Strategic US ETF
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―
―
SPHB
Invesco S&P 500 High Beta ETF
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―
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INFO
Harbor PanAgora Dynamic Large Cap Core ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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