Alps Equal Sector Etf Profile

EQL Etf  USD 129.91  0.23  0.18%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
ALPS Equal is selling for 129.91 as of the 21st of November 2024. This is a 0.18 percent increase since the beginning of the trading day. The etf's lowest day price was 129.09. ALPS Equal has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. Equity ratings for ALPS Equal Sector are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of December 2022 and ending today, the 21st of November 2024. Click here to learn more.
In order to track the underlying index, the fund will use a fund of funds approach, and seek to achieve its investment objective by investing at least 90 percent of its total assets in the shares of the Underlying Sector ETFs. Alps Equal is traded on NYSEARCA Exchange in the United States.. More on ALPS Equal Sector

Moving together with ALPS Etf

  0.86VTI Vanguard Total StockPairCorr
  0.86SPY SPDR SP 500PairCorr
  0.86IVV iShares Core SPPairCorr
  0.79VIG Vanguard DividendPairCorr
  0.86VV Vanguard Large CapPairCorr
  0.82RSP Invesco SP 500PairCorr

ALPS Etf Highlights

Thematic Ideas
(View all Themes)
Old NameEQL Pharma AB
Business ConcentrationLarge Cap ETFs, Size And Style ETFs, Large Blend, ALPS (View all Sectors)
IssuerALPS
Inception Date2009-07-06
BenchmarkNYSE Select Sector Equal Weight Index
Entity TypeRegulated Investment Company
Asset Under Management409.24 Million
Average Trading Valume6,154.1
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorALPS Fund Services, Inc.
AdvisorALPS Advisors, Inc.
CustodianState Street Bank and Trust Company
DistributorALPS Portfolio Solutions Distributor, Inc.
Portfolio ManagerRyan Mischker, Andrew Hicks
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Aug
ExchangeNYSE Arca, Inc.
Number of Constituents12.0
Market MakerGTS
Total Expense0.46
Management Fee0.37
Country NameUSA
Returns Y T D19.92
NameALPS Equal Sector Weight ETF
Currency CodeUSD
Open FigiBBG000N8Y785
In Threey Volatility16.36
1y Volatility10.69
200 Day M A120.13
50 Day M A127.72
CodeEQL
Updated At21st of November 2024
Currency NameUS Dollar
ALPS Equal Sector [EQL] is traded in USA and was established 2009-07-06. The fund is classified under Large Blend category within ALPS family. The entity is thematically classified as Large Cap ETFs. ALPS Equal Sector currently have 264.57 M in assets under management (AUM). , while the total return for the last 3 years was 8.7%.
Check ALPS Equal Probability Of Bankruptcy

Top ALPS Equal Sector Etf Constituents

XLBMaterials Select SectorEtfNatural Resources
XLCCommunication Services SelectEtfCommunications
XLEEnergy Select SectorEtfEquity Energy
XLFFinancial Select SectorEtfFinancial
XLIIndustrial Select SectorEtfIndustrials
XLKTechnology Select SectorEtfTechnology
XLPConsumer Staples SelectEtfConsumer Defensive
XLREThe Real EstateEtfReal Estate
More Details

ALPS Equal Sector Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in ALPS Equal. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

ALPS Equal Against Markets

When determining whether ALPS Equal Sector is a strong investment it is important to analyze ALPS Equal's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact ALPS Equal's future performance. For an informed investment choice regarding ALPS Etf, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in ALPS Equal Sector. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in producer price index.
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The market value of ALPS Equal Sector is measured differently than its book value, which is the value of ALPS that is recorded on the company's balance sheet. Investors also form their own opinion of ALPS Equal's value that differs from its market value or its book value, called intrinsic value, which is ALPS Equal's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because ALPS Equal's market value can be influenced by many factors that don't directly affect ALPS Equal's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between ALPS Equal's value and its price as these two are different measures arrived at by different means. Investors typically determine if ALPS Equal is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, ALPS Equal's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.