EQWL - ETF AI Analysis
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Invesco S&P 100 Equal Weight ETF (EQWL)
EQWL, the Invesco S&P 100 Equal Weight ETF, earns a solid overall rating thanks to several high-quality holdings with strong financial performance and growth drivers, such as Arista Networks and Accenture, which benefit from strategic focus on AI, cloud, and operational efficiency. The fund also includes other strong names like Intuitive Surgical and Texas Instruments, but common themes of high valuations, mixed technical signals, and sector-specific or regulatory challenges across multiple holdings introduce risk, particularly if market conditions turn against richly priced growth and tech-oriented stocks.
EQWL vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.88B
- Region
- North America
- Expense Ratio
- 0.25%
- Beta
- 0.81
- Issuer
- Invesco
- Inception Date
- Dec 01, 2006
- Dividend Yield
- 1.56%
- Asset Class
- Equity
- Index Tracked
- S&P 100 Equal Weighted
EQWL Summary
EQWL is the Invesco S&P 100 Equal Weight ETF, built to track an equal-weight version of the S&P 100 index. Instead of putting most of your money into the very largest companies, it spreads investments more evenly across 100 major U.S. firms. It holds well-known names like Walmart and Procter & Gamble, along with leaders in technology, health care, and finance. Someone might invest in EQWL for broad diversification across many large, established companies while avoiding heavy concentration in a few mega-caps. 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 0.25%, which means you’ll pay about $2.50 per year for every $1,000 invested. That’s a bit higher than the cheapest index ETFs because its equal-weight strategy requires more trading and management than a standard market-cap-weighted passive fund.
What would affect this ETF?
This ETF focuses on large U.S. companies across technology, health care, financials, and industrials, so it can benefit if the U.S. economy stays strong, corporate profits grow, and innovation in areas like software, cybersecurity, and medical treatments continues. However, it could be hurt by higher interest rates, slower economic growth, or tighter regulations affecting big tech, health care pricing, or defense spending, and broad market downturns would likely weigh on many of its equally weighted holdings at the same time.
EQWL Top 10 Holdings
EQWL is powered by a mix of U.S. blue chips, with tech and health care quietly steering the ship. Texas Instruments and Palo Alto Networks have been rising, giving the fund a lift from semiconductors and cybersecurity, while Palantir adds some AI-driven spark after a strong recent run. On the health care side, Amgen and Eli Lilly are steady contributors, helping balance out the more volatile tech names. ServiceNow, however, has been lagging and acts as a bit of a brake. Overall, it’s a diversified, U.S.-focused large-cap lineup without any single giant calling the shots.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 ACN | Accenture | 1.46% | $41.66M | $152.63B | 3.61% | 79Outperform |
 ISRG | Intuitive Surgical | 1.22% | $34.69M | $149.75B | -18.49% | 78Outperform |
 LMT | Lockheed Martin | 1.21% | $34.45M | $147.14B | 30.06% | 70Outperform |
 TXN | Texas Instruments | 1.15% | $32.62M | $274.90B | 87.43% | 78Outperform |
 PANW | Palo Alto Networks | 1.09% | $30.97M | $299.56B | 67.62% | 73Outperform |
 TMO | Thermo Fisher | 1.15% | $32.70M | $257.71B | 25.31% | 72Outperform |
 PLTR | Palantir Technologies | 1.08% | $30.82M | $442.43B | -5.37% | 74Outperform |
 AMGN | Amgen | 1.19% | $33.83M | $251.94B | 59.59% | 77Outperform |
 LLY | Eli Lilly & Co | 1.26% | $35.76M | $1.33T | 67.86% | 72Outperform |
 NOW | ServiceNow | 0.80% | $22.75M | $109.11B | -43.77% | 75Outperform |
EQWL Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EQWL, the sentiment is Positive. The current price of 132.17 is above the 20-day moving average (MA) of 131.60, above the 50-day MA of 131.88, and above the 200-day MA of 125.54, indicating a bullish trend. The MACD of 0.44 indicates Negative momentum. The RSI at 52.46 is Neutral, neither overbought nor oversold. The STOCH value of 78.19 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EQWL.
EQWL Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| EQWL | $132.17 | $146.00(10.46% Upside) | $2.88B | 0.25% | 73Outperform |
 JQUA | $75.52 | $89.56(18.59% Upside) | $9.70B | 0.12% | 73Outperform |
 VONE | $341.66 | $429.11(25.60% Upside) | $9.54B | 0.06% | 73Outperform |
 FELC | $42.70 | $52.90(23.89% Upside) | $8.88B | 0.18% | 74Outperform |
 QYLD | $17.89 | $23.91(33.63% Upside) | $8.41B | 0.60% | 74Outperform |
 TCAF | $42.82 | $54.09(26.32% Upside) | $8.15B | 0.31% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| EQWL | Invesco S&P 100 Equal Weight ETF | 132.17 | 17.90 | 15.67% | |
| JQUA | JPMorgan U.S. Quality Factor ETF | 75.52 | 13.70 | 22.17% | |
| VONE | Vanguard Russell 1000 ETF | 341.66 | 35.48 | 11.59% | |
| FELC | Fidelity Enhanced Large Cap Core ETF | 42.70 | 4.97 | 13.16% | |
| QYLD | Global X NASDAQ 100 Covered Call ETF | 17.89 | 2.40 | 15.52% | |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | 42.82 | 4.28 | 11.12% |
This 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.