IQ Engender Equality ETF (EQUL)
EQUL is a passive ETF by IndexIQ tracking the investment results of the Solactive Equileap US Select Gender Equality Index. EQUL launched on Oct 21, 2021 and has a 0.45% expense ratio.
ETF Info
| ISIN | US45409B3134 |
|---|---|
| Issuer | IndexIQ |
| Inception Date | Oct 21, 2021 |
| Region | North America (U.S.) |
| Category | Large Cap Value Equities |
| Leveraged | 1x |
| Index Tracked | Solactive Equileap US Select Gender Equality Index |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
EQUL features an expense ratio of 0.45%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in IQ Engender Equality 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
IQ Engender Equality ETF had a return of 11.72% year-to-date (YTD) and 22.62% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.72% | 18.10% |
| 1 month | 3.40% | 1.42% |
| 6 months | 6.42% | 9.39% |
| 1 year | 22.62% | 26.58% |
| 5 years (annualized) | N/A | 13.42% |
| 10 years (annualized) | N/A | 10.88% |
Monthly Returns
The table below presents the monthly returns of EQUL, 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 | 1.07% | 3.57% | 3.22% | -4.53% | 0.37% | 0.44% | 3.01% | 4.33% | 11.72% | ||||
| 2023 | 8.95% | -5.22% | 1.39% | 1.43% | -4.75% | 5.78% | 3.23% | -4.30% | -5.54% | -4.37% | 10.04% | 8.18% | 13.65% |
| 2022 | -3.63% | -4.04% | 2.03% | -7.60% | -0.19% | -8.43% | 8.07% | -1.63% | -8.45% | 9.16% | 7.84% | -5.03% | -13.29% |
| 2021 | 0.77% | -4.37% | 4.59% | 0.79% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EQUL is 63, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for IQ Engender Equality ETF (EQUL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
IQ Engender Equality ETF granted a 1.36% dividend yield in the last twelve months. The annual payout for that period amounted to $0.36 per share.
| Period | TTM | 2023 | 2022 | 2021 |
|---|---|---|---|---|
| Dividend | $0.36 | $0.33 | $0.33 | $0.07 |
Dividend yield | 1.36% | 1.39% | 1.54% | 0.29% |
Monthly Dividends
The table displays the monthly dividend distributions for IQ Engender Equality 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 | $0.10 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.19 | |||
| 2023 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.33 |
| 2022 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.33 |
| 2021 | $0.07 | $0.07 |
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 IQ Engender Equality 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 IQ Engender Equality ETF was 25.20%, occurring on Jun 16, 2022. Recovery took 418 trading sessions.
The current IQ Engender Equality ETF drawdown is 0.02%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.2% | Nov 17, 2021 | 146 | Jun 16, 2022 | 418 | Feb 15, 2024 | 564 |
| -6.21% | Apr 1, 2024 | 13 | Apr 17, 2024 | 61 | Jul 16, 2024 | 74 |
| -5.69% | Jul 17, 2024 | 14 | Aug 5, 2024 | 10 | Aug 19, 2024 | 24 |
| -2.52% | Sep 3, 2024 | 4 | Sep 6, 2024 | — | — | — |
| -1.56% | Mar 14, 2024 | 2 | Mar 15, 2024 | 3 | Mar 20, 2024 | 5 |
Volatility
Volatility Chart
The current IQ Engender Equality ETF volatility is 3.17%, 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.