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
US45409B3134
Oct 21, 2021
North America (U.S.)
1x
Solactive Equileap US Select Gender Equality Index
Mid-Cap
Blend
Expense Ratio
EQUL features an expense ratio of 0.45%, falling within the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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
EQUL
N/A
N/A
N/A
N/A
N/A
N/A
^GSPC (Benchmark)
-0.66%
-3.44%
3.10%
22.14%
12.04%
11.24%
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% | 1.91% | -1.71% | 14.33% | ||
| 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% | -1.62% | -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
With an overall rank of 76, EQUL is among the top 24% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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 provided a 1.00% dividend yield over the last twelve months, with an annual payout of $0.27 per share.
| Period | TTM | 2023 | 2022 | 2021 |
|---|---|---|---|---|
| Dividend | $0.27 | $0.33 | $0.33 | $0.07 |
Dividend yield | 1.00% | 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 | $0.08 | $0.00 | $0.00 | $0.27 | |
| 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.
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 |
| -3.68% | Oct 17, 2024 | 11 | Oct 31, 2024 | 5 | Nov 7, 2024 | 16 |
| -3.13% | Nov 12, 2024 | 7 | Nov 20, 2024 | — | — | — |
Volatility
Volatility Chart
The current IQ Engender Equality ETF volatility is 4.22%, 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.