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Upturn AI SWOT - About
ALPS Equal Sector Weight ETF (EQL)
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Upturn Advisory Summary
08/14/2025: EQL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 22.22% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.93 | 52 Weeks Range 36.50 - 43.89 | Updated Date 06/30/2025 |
52 Weeks Range 36.50 - 43.89 | Updated Date 06/30/2025 |
Upturn AI SWOT
ALPS Equal Sector Weight ETF
ETF Overview
Overview
The ALPS Equal Sector Weight ETF (EQAL) seeks to provide investment results that correspond to the performance of the S&P 500 Equal Weight Sector Index. It aims for equal allocation across all sectors of the S&P 500, providing diversification and reducing sector-specific risk.
Reputation and Reliability
ALPS is a well-regarded ETF provider known for its innovative and specialized ETF offerings. They have a solid track record in the ETF market.
Management Expertise
ALPS has a team of experienced investment professionals dedicated to managing and overseeing the ETF's investment strategy and operations.
Investment Objective
Goal
The ETF's primary goal is to replicate the performance of the S&P 500 Equal Weight Sector Index, providing diversified exposure to all sectors of the S&P 500.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, investing in all of the securities included in the S&P 500 Equal Weight Sector Index.
Composition The ETF holds stocks from various sectors within the S&P 500, with each sector receiving an equal allocation weight.
Market Position
Market Share: Unknown - Market Share data is dynamic and often proprietary. Need real-time source.
Total Net Assets (AUM): 1810000000
Competitors
Key Competitors
- Invesco S&P 500 Equal Weight ETF (RSP)
- First Trust Large Cap Core AlphaDEX Fund (FEX)
- Direxion Daily S&P 500 Equal Weight Bull 2X Shares (EWLL)
Competitive Landscape
The ETF market for equal weight strategies is competitive, with several established players. EQAL's advantage lies in its specific sector-equal weighting approach. Disadvantages could include higher expense ratios compared to market-cap weighted ETFs and potential tracking error relative to its benchmark.
Financial Performance
Historical Performance: Historical performance data requires specific dates to source; information is dynamic and changes daily.
Benchmark Comparison: Benchmark comparison requires specific performance data to source; information is dynamic and changes daily.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF's average trading volume provides sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread indicates trading costs and can vary based on market conditions.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector-specific trends influence the ETF's performance.
Growth Trajectory
EQAL's growth depends on investor demand for diversified sector exposure and the performance of the equal-weighted sector strategy.
Moat and Competitive Advantages
Competitive Edge
EQAL's advantage is in its equal sector weighting, providing broad diversification and potentially reducing sector-specific risk. This strategy can be attractive to investors seeking balanced exposure across all sectors. It prevents over-concentration in specific high-performing sectors, which is common in market-cap weighted ETFs. The ETFu2019s niche focus on equal sector weighting appeals to investors who want to manage sector biases in their portfolio.
Risk Analysis
Volatility
EQAL's volatility reflects the volatility of the underlying S&P 500 sectors.
Market Risk
The ETF is subject to market risk, including fluctuations in stock prices and sector-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking broad diversification across all sectors of the S&P 500 with a desire to avoid over-concentration in specific sectors and a belief that equal-weighting can enhance long-term returns.
Market Risk
EQAL is suitable for long-term investors seeking diversified exposure to the U.S. equity market.
Summary
ALPS Equal Sector Weight ETF offers a diversified approach to investing in the S&P 500 by equally weighting each sector, potentially mitigating sector-specific risks. Its competitive advantage lies in providing balanced exposure across all sectors, suitable for long-term investors. It offers a means to balance portfolios beyond the cap-weighted approach of typical SPY funds. The ETF aims to track the S&P 500 Equal Weight Sector Index, presenting a strategic alternative for investors seeking to manage sector bias.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ALPS ETF Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on available information and is not financial advice. Past performance is not indicative of future results. Market share data might not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ALPS Equal Sector Weight ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
In order to track the underlying index, the fund will use a fund of funds approach, and seek to achieve its investment objective by investing at least 90% of its total assets in the shares of the Underlying Sector ETFs. The underlying index is an index of ETFs comprised of all active Select Sector SPDR® ETFs in an equal weighted portfolio. It is non-diversified.
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