EQL - ETF AI Analysis
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ALPS Equal Sector Weight ETF (EQL)
Rating:72Outperform
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments fairly evenly across all major sectors, which helps reduce the impact if any one industry struggles.
Strong Performance From Several Top Holdings
Key positions like Alphabet, Exxon Mobil, Nvidia, Linde, Apple, Chevron, Amazon, and Walmart have shown strong or steady gains, supporting the ETF’s overall results.
Low Expense Ratio
The fund charges a relatively low fee, so less of your return is eaten up by costs over time.
Negative Factors
Heavy U.S. Market Exposure
Almost all of the ETF’s assets are invested in U.S. companies, offering very little diversification across other countries.
Underperforming Mega-Cap Names
Some well-known holdings like Meta Platforms and Tesla have shown weak recent performance, which can drag on the fund’s returns if the trend continues.
Concentration in a Few Large Stocks
Even with sector balance, a handful of big companies still make up a meaningful share of the portfolio, increasing the impact if any of them run into trouble.
EQL vs. SPDR S&P 500 ETF (SPY)
AUM751.48M
RegionNorth America
Expense Ratio0.19%
Beta0.69
IssuerALPS
Inception DateJul 06, 2009
Dividend Yield1.36%
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. Volume47,745
30 Day Avg. Volume48,152
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
59.53Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering500
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EQL Summary
The ALPS Equal Sector Weight ETF (EQL) tracks the NYSE Select Sector Equal Weight Index, which spreads your money evenly across major parts of the U.S. stock market instead of letting one area, like tech, dominate. It holds many large, well-known companies such as Alphabet (Google), Amazon, Apple, and Exxon Mobil. Someone might invest in EQL to get broad, balanced diversification in one fund and potential long-term growth from big U.S. companies. 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 is powered by a broad mix of U.S. large caps, but a few names are doing more of the heavy lifting. Nvidia and Apple have been rising, helped by the ongoing AI and premium hardware story, while Alphabet and Amazon are steady overall despite some recent wobbling. Eli Lilly has quietly added spark with strong drug momentum, whereas Meta and Tesla are losing steam and have been dragging on returns. Thanks to its equal-sector design, no single industry or stock dominates, keeping Big Tech influence in check and sector risk well spread across the U.S. market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 5.16% | $38.72M | $4.22T | 85.16% | 85 Outperform | |
| Amazon | 3.60% | $27.00M | $2.66T | 9.02% | 71 Outperform | |
| Exxon Mobil | 2.63% | $19.74M | $610.73B | 37.31% | 74 Outperform | |
| Meta Platforms | 1.91% | $14.34M | $1.64T | -9.41% | 76 Outperform | |
| Linde | 1.88% | $14.12M | $237.42B | 8.85% | 66 Neutral | |
| Apple | 1.81% | $13.55M | $4.90T | 53.70% | 79 Outperform | |
| Nvidia | 1.78% | $13.34M | $4.91T | 18.61% | 76 Outperform | |
| Chevron | 1.61% | $12.10M | $373.19B | 26.74% | 71 Outperform | |
| Tesla | 1.58% | $11.87M | $1.43T | 12.50% | 73 Outperform | |
| Eli Lilly & Co | 1.53% | $11.46M | $1.11T | 50.48% | 72 Outperform |
EQL Technical Analysis
Positive
―
Price Trends
50.48
Positive
49.57
Positive
48.07
Positive
Market Momentum
0.18
Positive
56.21
Neutral
31.88
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EQL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 50.78, equal to the 50-day MA of 50.48, and equal to the 200-day MA of 48.07, indicating a bullish trend. The MACD of 0.18 indicates Positive momentum. The RSI at 56.21 is Neutral, neither overbought nor oversold. The STOCH value of 31.88 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EQL.
EQL Peer Comparison
Comparison Results
Performance Comparison
EQL
ALPS Equal Sector Weight ETF
51.00
6.83
15.46%
EFIV
SPDR S&P 500 ESG ETF
―
―
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QLC
FlexShares US Quality Large Cap Index Fund
―
―
―
SPHB
Invesco S&P 500 High Beta ETF
―
―
―
DSPY
Tema S&P 500 Historical Weight ETF Strategy
―
―
―
OMAH
VistaShares Target 15 Berkshire Select Income 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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