ETFs - Profile

ALPS Equal Sector Weight ETF

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The Underlying Index is an index of ETFs comprised of all active Select Sector SPDR ETFs in an equal weighted portfolio.

Next, the research team utilizes a fund of funds approach, and invests equal proportions in 11 Select Sector SPDRs.

The eleven More

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $101
    -0.07
  • 52 Week HL
  • $104.58 - $74.04
  • Net Assets
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
17.1 % YTD

  • 3 Year
  • 58.86%
  • 5 Year
  • 83.26%
  • Best
  • 30.16%
    2013
  • Worst
  • -6.12%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
EQL 17%0%25%-6%18%13%-2%13%30%14%3%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 6.8% -22.7% 13.4% -2.2% 5.5% 2.9% 0.5% 2.5% 10.9% 10.5% -
Q2 4.1% 18.2% 2.2% 5.8% 2.3% 3.6% -0.7% 5.5% 3% -2.9% -
Q3 1% 6.2% 1.1% 5.8% 3.6% 2.8% -7.1% 0.1% 4.9% 5.5% -
Q4 - 11.5% 5.4% -12.2% 5.6% 3% 6.2% 4.4% 9.4% -0.1% -

Returns +
M

J F M A M J J A S O N D
2021 -1.1% 4.4% 3.5% 6.7% 1.1% 0.2% 2.1% 2.3% -2.9% - - -
2020 -0.4% -9.3% -14.5% 13% 4.5% 0.2% 4.5% 5.3% -3.5% -2.5% 11.7% 2.5%

Annual Return

Index Comparison

Alpha

NAV