Alps Equal Sector Weight ETF (EQL)
EQL is a passive ETF by SS&C tracking the investment results of the NYSE Select Sector Equal Weight Index. EQL launched on Jul 7, 2009 and has a 0.28% expense ratio.
ETF Info
| ISIN | US00162Q2057 |
|---|---|
| CUSIP | 00162Q205 |
| Issuer | SS&C |
| Inception Date | Jul 7, 2009 |
| Region | North America (U.S.) |
| Category | Large Cap Blend Equities |
| Index Tracked | NYSE Select Sector Equal Weight Index |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The Alps Equal Sector Weight ETF has a high expense ratio of 0.28%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Alps Equal Sector Weight ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Alps Equal Sector Weight ETF had a return of 4.96% year-to-date (YTD) and 16.01% in the last 12 months. Over the past 10 years, Alps Equal Sector Weight ETF had an annualized return of 10.58%, while the S&P 500 benchmark had an annualized return of 10.55%, indicating that Alps Equal Sector Weight ETF performed slightly bigger than the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.96% | 6.30% |
| 1 month | -1.83% | -3.13% |
| 6 months | 17.24% | 19.37% |
| 1 year | 16.01% | 22.56% |
| 5 years (annualized) | 11.57% | 11.65% |
| 10 years (annualized) | 10.58% | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.20% | 4.36% | 3.85% | |||||||||
| 2023 | -4.32% | -2.56% | 7.85% | 4.50% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Alps Equal Sector Weight ETF(EQL)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Alps Equal Sector Weight ETF (EQL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Alps Equal Sector Weight ETF granted a 1.84% dividend yield in the last twelve months. The annual payout for that period amounted to $2.11 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.11 | $2.15 | $2.05 | $1.85 | $1.97 | $1.56 | $1.53 | $1.37 | $1.73 | $1.13 | $0.96 | $0.79 |
Dividend yield | 1.84% | 1.96% | 2.14% | 1.69% | 2.29% | 1.95% | 2.39% | 1.97% | 2.89% | 2.07% | 1.68% | 1.55% |
Monthly Dividends
The table displays the monthly dividend distributions for Alps Equal Sector 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.48 | |||||||||
| 2023 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.62 |
| 2022 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.72 |
| 2021 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.60 |
| 2020 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.55 |
| 2019 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.48 |
| 2018 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.49 |
| 2017 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.42 |
| 2016 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.91 |
| 2015 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.36 |
| 2014 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.33 |
| 2013 | $0.14 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.27 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Alps Equal Sector 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 Alps Equal Sector Weight ETF was 35.65%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current Alps Equal Sector Weight ETF drawdown is 2.96%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.65% | Feb 20, 2020 | 23 | Mar 23, 2020 | 114 | Sep 2, 2020 | 137 |
| -19.24% | Mar 30, 2022 | 136 | Oct 12, 2022 | 195 | Jul 25, 2023 | 331 |
| -18.67% | Jul 8, 2011 | 61 | Oct 3, 2011 | 87 | Feb 7, 2012 | 148 |
| -17.44% | Sep 24, 2018 | 64 | Dec 24, 2018 | 68 | Apr 3, 2019 | 132 |
| -15.34% | Apr 26, 2010 | 48 | Jul 2, 2010 | 87 | Nov 4, 2010 | 135 |
Volatility
Volatility Chart
The current Alps Equal Sector Weight ETF volatility is 3.20%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.