Invesco Russell 1000 Equal Weight ETF (EQAL)
EQAL is a passive ETF by Invesco tracking the investment results of the Russell 1000 Equal Weight Index. EQAL launched on Dec 23, 2014 and has a 0.20% expense ratio.
ETF Info
US73937B5710
73937B571
Dec 23, 2014
North America (U.S.)
1x
Russell 1000 Equal Weight Index
Multi-Cap
Blend
Expense Ratio
EQAL has an expense ratio of 0.20%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Invesco Russell 1000 Equal Weight ETF (EQAL) returned -0.71% year-to-date (YTD) and 8.99% over the past 12 months. Over the past 10 years, EQAL returned 8.06% annually, underperforming the S&P 500 benchmark at 10.84%.
EQAL
-0.71%
3.81%
-6.98%
8.99%
4.41%
11.41%
8.06%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of EQAL, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.42% | -1.34% | -3.64% | -2.84% | 3.94% | -0.71% | |||||||
| 2024 | -2.18% | 2.94% | 4.44% | -4.96% | 3.64% | -1.50% | 5.07% | 1.57% | 2.56% | -0.83% | 7.68% | -6.62% | 11.38% |
| 2023 | 8.54% | -3.88% | -1.48% | -0.75% | -3.68% | 7.00% | 4.40% | -3.23% | -5.13% | -4.51% | 8.11% | 7.64% | 11.98% |
| 2022 | -5.01% | 0.11% | 3.72% | -7.18% | 1.64% | -10.06% | 8.20% | -2.26% | -10.51% | 9.34% | 5.37% | -5.22% | -13.50% |
| 2021 | -0.03% | 5.72% | 4.72% | 4.26% | 1.74% | 0.64% | -0.44% | 1.74% | -3.16% | 4.93% | -3.88% | 5.35% | 23.14% |
| 2020 | -2.86% | -9.08% | -19.10% | 18.24% | 6.06% | 1.49% | 4.82% | 4.10% | -3.49% | 0.19% | 15.54% | 5.14% | 16.58% |
| 2019 | 10.82% | 3.30% | 0.95% | 2.92% | -7.61% | 7.10% | 0.61% | -4.05% | 2.29% | 0.41% | 3.23% | 3.38% | 24.54% |
| 2018 | 3.01% | -4.76% | -0.04% | 0.92% | 2.34% | 1.23% | 2.17% | 2.28% | 0.25% | -8.05% | 1.84% | -9.74% | -9.22% |
| 2017 | 2.40% | 2.70% | -0.12% | 0.39% | -0.04% | 0.88% | 1.47% | -0.55% | 3.00% | 1.25% | 3.48% | 1.33% | 17.36% |
| 2016 | -7.06% | 1.89% | 8.96% | 2.42% | 1.40% | -0.09% | 4.39% | -0.34% | 0.55% | -3.13% | 5.35% | 1.15% | 15.61% |
| 2015 | -3.25% | 5.81% | -0.63% | 0.86% | 0.60% | -2.37% | 0.12% | -5.76% | -4.33% | 7.99% | -0.53% | -2.61% | -4.83% |
| 2014 | -0.55% | -0.55% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EQAL is 40, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco Russell 1000 Equal Weight ETF (EQAL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Invesco Russell 1000 Equal Weight ETF provided a 1.72% dividend yield over the last twelve months, with an annual payout of $0.82 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.82 | $0.78 | $0.83 | $0.78 | $0.63 | $0.63 | $0.55 | $0.45 | $0.37 | $0.42 | $0.39 |
Dividend yield | 1.72% | 1.62% | 1.88% | 1.95% | 1.32% | 1.63% | 1.61% | 1.62% | 1.18% | 1.57% | 1.64% |
Monthly Dividends
The table displays the monthly dividend distributions for Invesco Russell 1000 Equal Weight ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | |||||||
| 2024 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.21 | $0.78 |
| 2023 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.21 | $0.83 |
| 2022 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.16 | $0.78 |
| 2021 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.10 | $0.63 |
| 2020 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.17 | $0.63 |
| 2019 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.19 | $0.55 |
| 2018 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.13 | $0.45 |
| 2017 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.14 | $0.37 |
| 2016 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.17 | $0.42 |
| 2015 | $0.04 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.17 | $0.39 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco Russell 1000 Equal Weight ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Invesco Russell 1000 Equal Weight ETF was 40.44%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The current Invesco Russell 1000 Equal Weight ETF drawdown is 7.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.44% | Jan 17, 2020 | 45 | Mar 23, 2020 | 141 | Oct 12, 2020 | 186 |
| -21.79% | Nov 16, 2021 | 220 | Sep 30, 2022 | 373 | Mar 27, 2024 | 593 |
| -21.02% | Sep 24, 2018 | 64 | Dec 24, 2018 | 145 | Jul 24, 2019 | 209 |
| -20.42% | May 22, 2015 | 183 | Feb 11, 2016 | 104 | Jul 12, 2016 | 287 |
| -19.62% | Dec 2, 2024 | 87 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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