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Upturn AI SWOT - About
Invesco S&P 100 Equal Weight ETF (EQWL)
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Upturn Advisory Summary
10/24/2025: EQWL (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 29.61% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.95 | 52 Weeks Range 88.79 - 109.80 | Updated Date 06/29/2025 |
52 Weeks Range 88.79 - 109.80 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco S&P 100 Equal Weight ETF
ETF Overview
Overview
The Invesco S&P 100 Equal Weight ETF (OWV) seeks to track the investment results of the S&P 100 Equal Weight Index, offering exposure to 100 of the largest U.S. companies with an equal weighting strategy, diversifying away from market-cap weighted dominance.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long track record and significant experience in providing a wide range of investment products, including ETFs.
Management Expertise
Invesco has a team of experienced professionals dedicated to managing and overseeing its ETF offerings.
Investment Objective
Goal
To track the investment results of the S&P 100 Equal Weight Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the S&P 100 Equal Weight Index by investing in the stocks that make up the index.
Composition The ETF holds stocks of the 100 largest U.S. companies, equally weighted. This means each company initially represents approximately 1% of the portfolio.
Market Position
Market Share: The Invesco S&P 100 Equal Weight ETF (OWV) market share is relatively smaller as compared to ETFs tracking market cap weighted indices like the S&P 500.
Total Net Assets (AUM): 438000000
Competitors
Key Competitors
- SPY (SPDR S&P 500 ETF Trust)
- IVV (iShares CORE S&P 500 ETF)
- VOO (Vanguard S&P 500 ETF)
Competitive Landscape
The competitive landscape is dominated by large, market-cap weighted ETFs. OWV offers a differentiated strategy by equal weighting, which can lead to different performance outcomes compared to its competitors. OWV may outperform in periods when smaller companies within the S&P 100 outperform their larger counterparts, but may underperform when larger companies dominate.
Financial Performance
Historical Performance: Historical performance can be found on financial websites. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance should be compared against the S&P 100 Equal Weight Index to assess tracking effectiveness.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF's average daily trading volume is moderate, generally reflecting sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
The ETF's performance is influenced by overall market conditions, economic growth, and the performance of the underlying companies in the S&P 100.
Growth Trajectory
The ETF's growth is tied to the performance of the S&P 100 and investor demand for equal-weighted strategies.
Moat and Competitive Advantages
Competitive Edge
OWV's competitive edge lies in its equal-weighting strategy, providing diversification benefits and potential outperformance compared to market-cap weighted indices. This strategy reduces concentration risk and provides exposure to a broader range of companies. The equal weighting approach may favor smaller companies within the index, offering opportunities for growth. Invesco's established ETF platform provides further credibility and distribution channels.
Risk Analysis
Volatility
The ETF's volatility will generally reflect the volatility of the S&P 100 Index. Equal weighting may increase volatility relative to a market cap weighted index during certain periods.
Market Risk
The ETF is subject to market risk, meaning the value of its holdings can fluctuate based on overall market conditions and economic events. Specific risks are associated with the companies included in the S&P 100.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking diversified exposure to large-cap U.S. equities with an equal-weighting strategy. Investors who believe smaller companies within the S&P 100 may outperform are also a suitable investor.
Market Risk
This ETF is suitable for long-term investors seeking broad market exposure and diversification, as well as those interested in tactical allocations favoring equal-weighted strategies.
Summary
The Invesco S&P 100 Equal Weight ETF (OWV) provides a unique approach to investing in large-cap U.S. equities by equally weighting the constituents of the S&P 100. This strategy offers diversification benefits and may outperform market-cap weighted indices during certain periods. However, it may also exhibit higher volatility compared to market-cap weighted peers. This ETF is suitable for investors seeking broad market exposure with a tactical tilt towards equal weighting and diversification benefits.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual research and consultation with a financial advisor. Past performance is not indicative of future results.
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 Invesco S&P 100 Equal Weight ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which consists of all of the components of the S&P 100® Index.
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.