EQWL - ETF AI Analysis
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Invesco S&P 100 Equal Weight ETF (EQWL)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the largest positions, especially in technology and industrials, have shown strong gains this year, helping support the ETF’s overall results.
Broad Sector Diversification
The fund spreads its investments across many sectors, including technology, financials, health care, and industrials, which helps reduce the impact if any one area struggles.
Equal-Weight Approach
Because the ETF gives similar weight to each stock in the S&P 100, it avoids relying too heavily on just a few mega-cap names for performance.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering little diversification across different countries and regions.
Tech and Financial Sensitivity
With sizable exposure to technology and financial stocks, the fund can be more affected if these sectors face a downturn.
Moderate Expense Ratio
The ETF’s fee is not especially low for a large, rules-based index fund, which slightly reduces the net return investors keep over time.
EQWL vs. SPDR S&P 500 ETF (SPY)
AUM2.54B
RegionNorth America
Expense Ratio0.25%
Beta0.80
IssuerInvesco
Inception DateDec 01, 2006
Dividend Yield1.55%
Asset ClassEquity
Index TrackedS&P 100 Equal Weighted
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume70,701
30 Day Avg. Volume114,274
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
145.60Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering102
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EQWL Summary
The Invesco S&P 100 Equal Weight ETF (EQWL) tracks an equal-weight version of the S&P 100 Index, which includes many of the largest U.S. companies. Instead of letting the biggest names dominate, it gives each stock a similar weight, spreading your money more evenly across sectors like technology, health care, and financials. Well-known holdings include Amazon and Intel. Someone might invest in EQWL to get broad, diversified exposure to leading U.S. companies while avoiding overreliance on a few giants. 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?The Invesco S&P 100 Equal Weight ETF (EQWL) has an expense ratio of 0.25%, meaning you’ll pay $2.50 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it uses an equal weight strategy, which requires more active management compared to passively managed funds that track market-cap weighted indexes.
What would affect this ETF?The Invesco S&P 100 Equal Weight ETF (EQWL) could benefit from strong performance in the U.S. economy, particularly in sectors like technology, financials, and health care, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates, which could pressure growth-oriented sectors like technology, and economic slowdowns that could impact consumer spending and industrial activity. Its equal-weight strategy helps reduce reliance on any single stock, but broad market downturns or sector-specific issues could still negatively affect the ETF.
EQWL Top 10 Holdings
EQWL’s story right now is all about broad U.S. large-cap strength with a clear tilt toward semiconductors and industrials. Chip names like AMD, Intel, and Lam Research are powering ahead, giving the fund a solid tech engine, while Broadcom adds more AI-fueled momentum. On the industrial side, Caterpillar and the newer GE Vernova are also pulling their weight, helping cyclical exposure. UnitedHealth and Citigroup look steadier, not really dragging but not leading either. With its equal-weight design and all-U.S. lineup, no single giant dominates the show.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Intel | 2.38% | $60.14M | $602.32B | 497.70% | 64 Neutral | |
| Advanced Micro Devices | 2.08% | $52.36M | $762.32B | 323.81% | 73 Outperform | |
| Micron | 1.74% | $43.80M | $846.93B | 704.33% | 79 Outperform | |
| Qualcomm | 1.49% | $37.52M | $251.02B | 63.82% | 80 Outperform | |
| Texas Instruments | 1.41% | $35.55M | $281.41B | 75.39% | 78 Outperform | |
| UnitedHealth | 1.32% | $33.25M | $352.79B | 31.43% | 72 Outperform | |
| Lam Research | 1.25% | $31.62M | $381.86B | 276.70% | 77 Outperform | |
| Caterpillar | 1.22% | $30.84M | $405.31B | 156.24% | 76 Outperform | |
| Cisco Systems | 1.21% | $30.42M | $474.59B | 90.79% | 77 Outperform | |
| GE Vernova Inc. | 1.20% | $30.26M | $279.13B | 123.68% | 69 Neutral |
EQWL Technical Analysis
Positive
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Price Trends
120.08
Positive
120.15
Positive
117.06
Positive
Market Momentum
1.51
Negative
68.98
Neutral
92.41
Negative
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 undefined is equal to the 20-day moving average (MA) of 123.95, equal to the 50-day MA of 120.08, and equal to the 200-day MA of 117.06, indicating a bullish trend. The MACD of 1.51 indicates Negative momentum. The RSI at 68.98 is Neutral, neither overbought nor oversold. The STOCH value of 92.41 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EQWL.
EQWL Peer Comparison
Comparison Results
Performance Comparison
EQWL
Invesco S&P 100 Equal Weight ETF
126.74
22.69
21.81%
SPYI
NEOS S&P 500 High Income ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
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RWL
Invesco S&P 500 Revenue ETF
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QYLD
Global X NASDAQ 100 Covered Call ETF
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VONE
Vanguard Russell 1000 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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