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Upturn AI SWOT - About
ALPS Equal Sector Weight ETF (EQL)
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Upturn Advisory Summary
10/24/2025: 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 26.48% | Avg. Invested days 72 | 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 10/24/2025 |
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 (EQL) seeks to provide investment results that correspond to the performance of the S&P 500 Equal Weight Sector Index. It equally weights the sectors of the S&P 500 Index, offering diversification and minimizing the impact of market-cap weighting.
Reputation and Reliability
ALPS is a reputable ETF provider known for its innovative and well-structured investment products.
Management Expertise
ALPS has a experienced management team with expertise in developing and managing ETFs across various asset classes.
Investment Objective
Goal
To provide investment results that correspond to the performance of the S&P 500 Equal Weight Sector Index.
Investment Approach and Strategy
Strategy: The ETF tracks the S&P 500 Equal Weight Sector Index.
Composition The ETF holds stocks across all sectors of the S&P 500 Index, with each sector receiving an equal weight.
Market Position
Market Share: EQL holds a moderate market share within the equal weight sector ETF category.
Total Net Assets (AUM): 2871000000
Competitors
Key Competitors
- Invesco S&P 500 Equal Weight ETF (RSP)
Competitive Landscape
The equal weight ETF market is dominated by RSP. EQL offers a similar investment strategy but has a smaller AUM, resulting in lower liquidity. EQL differentiates itself by focusing on equal sector weighting within the S&P 500, giving investors a diversified exposure.
Financial Performance
Historical Performance: Historical performance data is best sourced from financial data providers. A brief overview: the returns depend on market volatility.
Benchmark Comparison: Performance is expected to closely track the S&P 500 Equal Weight Sector Index. Performance data needs to be sourced from professional providers.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
EQL exhibits moderate liquidity, characterized by a steady trading volume suitable for investors seeking to buy and sell shares without significant price impact.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's decent trading volume and indicating low transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic indicators, sector-specific growth, and overall market sentiment influence EQL. Strong economic growth and positive market sentiment benefit the ETF.
Growth Trajectory
EQL's growth is tied to the increasing investor interest in equal-weight strategies and diversification. As investors seek alternatives to market-cap weighted indexes, EQL presents the opportunity to reduce concentration risk.
Moat and Competitive Advantages
Competitive Edge
EQL offers an equal sector weighting, reducing concentration risk compared to market-cap-weighted ETFs. This strategy aims to capture sector rotations and potentially outperform the broader market. The fundu2019s low expense ratio compared to some similar ETFs contributes to its attractiveness. However, its smaller AUM and lower trading volume compared to competitors might be a disadvantage.
Risk Analysis
Volatility
EQL's volatility generally aligns with the overall market volatility, but it can vary depending on sector performance. It may exhibit lower volatility than market cap-weighted indexes during periods of concentrated growth in a few large companies.
Market Risk
The ETF is exposed to market risk, which can affect sector returns. Sector-specific risks also apply, depending on the allocation to each sector.
Investor Profile
Ideal Investor Profile
The ideal investor for EQL is one who seeks diversified exposure to the S&P 500 sectors and believes in the potential benefits of an equal-weighting strategy.
Market Risk
EQL is suitable for long-term investors seeking diversification and exposure to all sectors of the S&P 500. It is also suitable for active traders who rebalance their portfolios based on sector rotations.
Summary
The ALPS Equal Sector Weight ETF (EQL) provides diversified exposure to the S&P 500 sectors through an equal weighting strategy. It aims to reduce concentration risk and capture potential benefits from sector rotations. While it offers a similar approach to other equal-weight ETFs, its market share and trading volume are lower than those of its primary competitor. Investors seeking broad diversification and exposure to all S&P 500 sectors may find EQL a suitable option, while also considering its liquidity.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ALPS Funds Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is approximate and based on publicly available information as of the current date.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.