EQL Equal Sector Weight ETF

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  • EQL
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  • Large Cap Blend Equities
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EQL - Profile

Vitals

Investment Themes

Alternative ETFs in the Large Cap Blend Equities Category

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Type Ticker Expense Ratio Assets Avg. Daily Vol YTD Return
Cheapest
Largest (AUM)
Most Liquid (Volume)
Top YTD Performer

Description

The index is comprised in equal proportions of the nine Select Sector SPDR Indexes.

Realtime Rating

EQL - Realtime Rating

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Realtime Rating Summary

EQL is a passive ETF that seeks to replicate Bank of America Securities - Merrill Lynch Equal Sector Weight Index. The index is comprised in equal proportions of the nine Select Sector SPDR Indexes.

The adjacent table gives investors an individual Realtime Rating for EQL on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Large Cap Blend Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

EQL Overall Realtime Rating:

A+ Overall Rated ETF:

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity B n/a
Expenses B- n/a
Performance
Volatility
Dividend
Concentration

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Sector ETFs

Alternative ETFs

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Emerging Market ETFs

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Leveraged ETFs

EQL In-Depth Analysis

The following tables and charts contain in-depth metrics for EQL and compare it to similar peer ETFs within its ETFdb Category.

Holdings

EQL - Holdings

Filings Data as of: May 04, 2015
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Top Ten Holdings

  1. Energy Select Sector SPDR® ETF
    11.33%
  2. Consumer Staples Select Sector SPDR® ETF
    11.19%
  3. Materials Select Sector SPDR® ETF
    11.13%
  4. Utilities Select Sector SPDR® ETF
    11.10%
  5. Consumer Discret Sel Sect SPDR® ETF
    11.00%
  6. Industrial Select Sector SPDR® ETF
    10.97%
  7. Financial Select Sector SPDR® ETF
    10.96%
  8. Technology Select Sector SPDR® ETF
    10.94%
  9. Health Care Select Sector SPDR® ETF
    10.88%

Concentration Analysis

This section compares how balanced and deep EQL is relative to the peer group ETFdb Category.

Number of Holdings
EQL Rank:
EQL 10
Category Low
Category High
% Assets in Top 10
EQL Rank:
EQL 99.50%
Category Low
Category High

EQL Asset Allocation

Asset Percentage
U.S. Stocks 98.46%
International Stocks 0.93%
U.S. Bonds 0.0%
International Bonds 0.0%
Preferred Stock 0.0%
Convertibles 0.0%
Cash 0.6%
Other 0.01%

EQL Sector Breakdown

Sector Percentage
Industrials 11.53%
Health Care 11.52%
Energy 11.32%
Utilities 11.09%
Consumer Defensive 10.96%
Consumer Cyclical 10.3%
Basic Materials 10.02%
Financial Services 9.64%
Technology 9.0%
Communication Services 2.47%
Real Estate 1.54%

EQL Market Cap Breakdown

Market Cap Percentage
Giant 39.42%
Large 43.49%
Medium 15.91%
Small 0.16%
Micro 0.0%

EQL Region Breakdown

Region Percentage
U.S. 98.46%
Europe 0.62%
Asia (Emerging) 0.09%
Asia (Developed) 0.05%
Japan 0.0%
Africa 0.0%
Australia 0.0%
Latin America 0.0%
Canada 0.0%
Middle East 0.0%

EQL Market Tier Breakdown

Region Percentage
Developed 99.31%
Emerging 0.09%

EQL Country Breakdown

Country Percentage
United States 98.46%
Ireland 0.51%
Switzerland 0.17%
United Kingdom 0.11%
China 0.09%
Singapore 0.05%
Other 0.61%
Expense

EQL - Expenses & Fees

This section compares the cost efficiency of EQL to peers in the same ETFdb Category.

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Expenses Ratio Analysis

Expense Ratio
EQL Rank:
EQL 0.51%
Category Low
Category High

Commission Free Trading in EQL

EQL is not currently available for commission free trading on any platforms.

Category Commission Free Trading

There are 16 other ETFs in the Large Cap Blend Equities ETFdb Category that are also eligible for commission free trading:

Performance

EQL - Performance

This section shows how EQL has performed relative to its peer group ETFdb Category.

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1 Week Return
EQL Rank:
EQL -0.93%
Category Low
Category High
4 Week Return
EQL Rank:
EQL -0.14%
Category Low
Category High
13 Week Return
EQL Rank:
EQL -0.01%
Category Low
Category High
26 Week Return
EQL Rank:
EQL 2.12%
Category Low
Category High
Year to Date Return
EQL Rank:
EQL 2.30%
Category Low
Category High
1 Year Return
EQL Rank:
EQL 9.60%
Category Low
Category High
3 Year Return
EQL Rank:
EQL 64.76%
Category Low
Category High
5 Year Return
EQL Rank:
EQL 108.78%
Category Low
Category High
Charts

EQL - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of EQL relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

Valuation

EQL - Valuation

This section shows how the P/E multiple of EQL compares to the peer group ETFdb Category.

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P/E Ratio
EQL Rank:
EQL 18.71
Category Low
Category High

As of May 29, 2015

Dividend

EQL - Dividend

This section shows how the dividend yield of EQL compares to the peer group ETFdb Category.

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Annual Dividend Yield
EQL Rank:
EQL 1.69%
Category Low
Category High

As of May 29, 2015

Technicals

EQL - Technicals

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EQL Volatility Analysis

This section shows how the volatility of EQL compares to the peer group ETFdb Category.

5 Day Volatility
EQL Rank:
EQL 16.21%
Category Low
Category High
20 Day Volatility
EQL Rank:
EQL 10.23%
Category Low
Category High
50 Day Volatility
EQL Rank:
EQL 9.86%
Category Low
Category High
200 Day Volatility
EQL Rank:
EQL 11.62%
Category Low
Category High
Beta
EQL Rank:
EQL 0.97
Category Low
Category High
Standard Deviation
EQL Rank:
EQL 1.75%
Category Low
Category High

EQL Technicals

  • 20 Day MA: $57.94
  • 60 Day MA: $57.45
  • MACD 15 Period: -0.25
  • MACD 100 Period: 0.67
  • Williams % Range 10 Day: 76.74
  • Williams % Range 20 Day: 42.04
  • RSI 10 Day: 47
  • RSI 20 Day: 50
  • RSI 30 Day: 51
  • Ultimate Oscillator: 51

EQL Bollinger Bands

  • Lower Bollinger (10 Day): $57.68
  • Upper Bollinger (10 Day): $58.60
  • Lower Bollinger (20 Day): $57.25
  • Upper Bollinger (20 Day): $58.63
  • Lower Bollinger (30 Day): $57.24
  • Upper Bollinger (30 Day): $58.53

EQL Support & Resistance

  • Support Level 1: $57.65
  • Support Level 2: $57.49
  • Resistance Level 1: $58.02
  • Resistance Level 2: $58.23

EQL Stochastic

  • Stochastic Oscillator %D (1 Day): 61.59
  • Stochastic Oscillator %D (5 Day): 44.33
  • Stochastic Oscillator %K (1 Day): 68.62
  • Stochastic Oscillator %K (5 Day): 55.94
Fact Sheet

EQL - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

2014 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1 ) is proprietary to Morningstar and/or its content providers; ( 2 ) may not be copied or distributed; and ( 3 ) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.