Alps Equal Sector Weight ETF (EQL)

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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.

Alps Equal Sector Weight ETF (EQL) has returned 2.94% so far this year and 15.29% over the past 12 months. Over the last ten years, EQL has had an annualized return of 12.14%, just under the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Jul 7, 2009, EQL's average daily return is +0.06%, while the average monthly return is +1.13%. At this rate, your investment would double in approximately 5.1 years.

Historically, 67% of months were positive and 33% were negative. The best month was Apr 2020 with a return of +13.0%, while the worst month was Mar 2020 at -13.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, EQL closed higher 56% of trading days. The best single day was Mar 24, 2020 with a return of +9.1%, while the worst single day was Mar 16, 2020 at -10.8%.

Alps Equal Sector Weight ETF has an annualized alpha of 1.97%, beta of 0.89, and R² of 0.90 versus S&P 500 Index. Calculated based on daily prices since July 08, 2009.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (95.13%) than losses (90.44%) — typical of diversified or defensive assets.
• With beta of 0.89 and R² of 0.90, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

EQL has an expense ratio of 0.28%, placing it in the medium range.

EQL ranks 58 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Alps Equal Sector Weight ETF (EQL) and compare them to a chosen benchmark (S&P 500 Index).

Alps Equal Sector Weight ETF provided a 1.71% dividend yield over the last twelve months, with an annual payout of $0.82 per share. The fund has been increasing its distributions for 4 consecutive years.

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.

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.

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 4.49%.

The chart below shows the rolling one-month volatility.