EQAL Price Forecast & ETF Analysis. Dividend · Expense Ratio · Holdings · NAV · RSI · MACD | US Stocks Today
Full metrics table
| Category | US Equities - Broad Market & Size | Expense | 0.2% | Return% 1Y | 15.79% | Total Holdings | 1013 | Perf Week | 0.89% | Volume | 142,137 |
| Asset Type | Equities (Stocks) | AUM | $827M | Return% 3Y | 17.93% | NAV | $59.63 | Perf Month | 2.83% | Avg Volume | 0.03M |
| ETF Type | US Equities | Dividend TTM | $1.01 (1.71%) | Return% 5Y | 6.74% | 52W High | -4.62% | Perf Quarter | -1.17% | Rel Volume | 4.35 |
| Active/Passive | Passive | Div Gr. 3/5Y | 6.32% 8.18% | Return% 10Y | 10.65% | 52W Low | 18.67% | Perf Half Y | 1.77% | Prev Close | $59.64 |
| IPO | 2014/12/29 | Flows% 1M | 0.18% | Return% SI | 9.37% | RSI (14) | 53.96 | Perf YTD | 12.41% | Price | $59.17 |
| Beta | 0.93 | Flows% 3M | 0.92% | Flows% YTD | 5.99% | Flows% 1Y | 5.81% | Perf Year | 15.03% | Volatility(W/M) | 0.73% 0.75% |
| SMA20 | 0.86% | SMA50 | -0.21% | SMA200 | 1.87% | ATR | 0.51 | ||||
Invesco Russell 1000 Equal Weight ETF seeks to track the investment results (before fees and expenses) of the Russell 1000 Equal Weight Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is comprised of all of the securities in the Russell 1000 Index, which is designed to measure the performance of the large-cap segment of the U.S. equity market and consists of the stocks of the largest 1,000 U.S. companies by market capitalization.
The top 10 make up 22% of the fund
Spread evenly across many holdings.
Largest sectors first.
Over the past 1 year, on the higher side
5% below its 1-year high.
Traded more than usual. That is 435% of its average volume.
Long-term returns are roughly flat
Bought 5 years ago, your return today would be +26.3%. The S&P 500 did +65% over the same period.
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The price swings a lot
At its worst (January 2020) it fell 40% and took 203 days to recover.
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The dividend is on the small side
Pays 1.71% annually in dividends.
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Money keeps flowing in
Over the past year, new money equal to 5.8% of assets came in.
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FAQ
How many holdings does EQAL have?
EQAL holds a total of 1,013 securities, with an AUM of approximately $827M.
Does EQAL pay dividends (distributions)?
EQAL's distribution yield is approximately 1.71%.
What is the 52-week high and low for EQAL?
EQAL has recorded a 52-week high of $62.03 and a low of $49.86.