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
US00162Q2057
00162Q205
Jul 7, 2009
North America (U.S.)
1x
NYSE Select Sector Equal Weight Index
Large-Cap
Blend
Share Price Chart
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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 20.14% year-to-date (YTD) and 27.01% in the last 12 months. Over the past 10 years, Alps Equal Sector Weight ETF had an annualized return of 11.00%, which was very close to the S&P 500 benchmark's annualized return of 11.13%.
EQL
20.14%
1.22%
10.75%
27.01%
13.29%
11.00%
^GSPC (Benchmark)
24.05%
1.08%
11.50%
30.38%
13.77%
11.13%
Monthly Returns
The table below presents the monthly returns of EQL, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.20% | 4.36% | 3.85% | -3.63% | 3.66% | 0.43% | 3.40% | 2.72% | 2.36% | -1.36% | 20.14% | ||
| 2023 | 5.85% | -3.01% | 1.84% | 1.44% | -2.78% | 6.79% | 3.13% | -2.06% | -4.32% | -2.56% | 7.85% | 4.50% | 16.87% |
| 2022 | -3.14% | -2.03% | 5.04% | -6.27% | 1.13% | -8.82% | 7.96% | -3.35% | -9.15% | 8.48% | 5.76% | -4.72% | -10.72% |
| 2021 | -0.62% | 3.81% | 5.88% | 4.43% | 1.80% | 0.78% | 1.43% | 2.41% | -3.94% | 6.86% | -2.25% | 6.02% | 29.32% |
| 2020 | -0.75% | -9.25% | -13.54% | 13.01% | 4.46% | 0.66% | 4.63% | 5.20% | -3.25% | -2.30% | 11.65% | 3.16% | 10.87% |
| 2019 | 8.27% | 2.74% | 1.98% | 3.24% | -5.59% | 6.38% | 1.17% | -1.16% | 2.16% | 0.88% | 2.69% | 2.74% | 27.87% |
| 2018 | 3.77% | -4.30% | -1.54% | 0.62% | 1.56% | 1.28% | 3.08% | 1.53% | 0.48% | -5.75% | 1.88% | -8.14% | -6.12% |
| 2017 | 1.71% | 3.75% | -0.07% | 0.45% | 0.96% | 0.86% | 1.77% | -0.13% | 1.90% | 1.90% | 3.09% | 0.87% | 18.37% |
| 2016 | -4.68% | 1.17% | 6.67% | 1.28% | 1.11% | 1.13% | 2.90% | -0.38% | 0.30% | -2.14% | 3.43% | 1.73% | 12.80% |
| 2015 | -2.26% | 4.68% | -1.74% | 0.92% | 0.84% | -2.38% | 1.19% | -5.56% | -2.80% | 8.03% | 0.19% | -1.89% | -1.48% |
| 2014 | -3.13% | 4.55% | 1.20% | 1.13% | 1.95% | 2.36% | -2.26% | 3.89% | -1.39% | 2.06% | 2.48% | -0.18% | 13.07% |
| 2013 | 5.58% | 1.50% | 3.45% | 1.84% | 1.87% | -1.22% | 4.54% | -3.06% | 3.34% | 4.50% | 2.61% | 2.03% | 30.15% |
Expense Ratio
EQL features an expense ratio of 0.28%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of EQL is 87, placing it in the top 13% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 provided a 1.68% dividend yield over the last twelve months, with an annual payout of $2.18 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.18 | $2.15 | $2.05 | $1.85 | $1.97 | $1.56 | $1.53 | $1.37 | $1.73 | $1.13 | $0.96 | $0.79 |
Dividend yield | 1.68% | 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $1.56 | |
| 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 | $2.15 |
| 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 | $2.05 |
| 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 | $1.85 |
| 2020 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.55 | $1.97 |
| 2019 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.48 | $1.56 |
| 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 | $1.53 |
| 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 | $1.37 |
| 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 | $1.73 |
| 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 | $1.13 |
| 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 | $0.96 |
| 2013 | $0.15 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.27 | $0.79 |
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.
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 0.91%.
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 2.90%, 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.