PowerShares Russell 1000 Equal Weight Portfolio ETF (EQAL)

Description

The investment seeks to track the performance of the Russell 1000 Equal Weight. The EQAL ETF contains 1013 constituents. It is focused on blend holdings in the North America region.

Price $38.42 as of 2022-10-21

Cost/Risk/Yield

Dividend yield1.87%
Expense ratio0.2%
Average spread0.078%
1Y roundtrip cost0.278%

Historic prices

Total Returns (including dividends)

Monthly returns heatmap

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022-5.0%0.1%3.7%-7.2%1.6%-10.1%8.2%-2.3%-10.5%4.0%-17.3%
2021-0.0%5.7%4.7%4.3%1.7%0.6%-0.4%1.7%-3.5%4.9%-3.9%5.4%21.2%
2020-2.9%-9.1%-19.1%18.2%6.1%1.5%4.8%4.1%-3.5%0.2%15.5%5.1%21.1%
201910.8%3.3%1.0%2.9%-7.6%7.1%0.6%-4.1%2.3%0.4%3.2%3.4%23.4%
20183.0%-4.8%-0.0%0.9%2.3%1.2%2.2%2.3%0.3%-8.0%1.8%-9.7%-8.6%
20172.4%2.7%-0.1%0.4%-0.0%0.9%1.5%-0.6%3.0%1.3%3.5%1.3%16.2%
2016-7.1%1.9%9.0%2.4%1.4%-0.1%4.4%-0.3%0.5%-3.1%5.4%1.1%15.5%
2015-3.2%5.8%-0.6%0.9%0.6%-2.4%0.1%-5.8%-4.3%8.0%-0.5%-2.6%-4.1%
-2.0%5.7%-1.5%22.8%6.1%-1.2%21.4%-4.8%-15.8%7.6%25.0%4.0%

Historical Dividends

Monthly dividend heatmap

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
20220.190.200.230.62
20210.200.170.100.46
20200.170.150.140.170.64
20190.070.130.150.190.55
20180.070.110.150.130.45
20170.030.090.110.140.37
20160.060.110.080.170.42
20150.040.090.090.170.39
0.000.000.820.000.001.050.000.000.950.000.001.07

Sectors and Top Holdings

Security % Assets
Top 0 Weights0.00%

Compare with similar ETFs

EQAL FFSG FNX SCHM VB VNMC
Product namePowerShares Russell 1000 Equal Weight Portfolio ETFFormulaFolios Smart Growth ETFFirst Trust Mid Cap Core AlphaDEX FundSchwab U.S. Mid-Cap ETFVanguard Small-Cap ETFNatixis Vaughan Nelson Mid Cap ETF
IssuerInvescoFormulaFoliosFirst TrustSchwabVanguardNatixis
Price$38.42$30.928$83.56$61.63$174.63$26.194
Expense Ratio0.2%worse0.69%worse0.6%better0.04%better0.05%worse0.85%
Average Spread0.078%0.485%0.120%0.065%0.086%0.191%
AUM$556,341,000$37,156,400$841,722,000$7,610,100,000$36,848,300,000$6,776,200
Shares14,480,5061,201,38510,073,271123,480,428211,008,059258,693
Average Daily Volume54,2102,02743,084565,017789,64037
Home pageVisit external siteVisit external siteVisit external siteVisit external siteVisit external site
Inception Date2014-12-232017-10-312007-05-082011-01-132004-01-262020-09-17
Index TrackedRussell 1000 Equal WeightNo Underlying IndexNASDAQ AlphaDEX Mid Cap Core IndexDow Jones US Total Stock Market Mid-CapCRSP US Small CapNo Underlying Index
CategoryAll Cap EquitiesDiversified PortfolioMid Cap Blend EquitiesMid Cap Growth EquitiesSmall Cap Growth EquitiesMid Cap Blend Equities
Asset ClassEquityMulti-AssetEquityEquityEquityEquity
Asset Class SizeLarge/Mid CapsLarge/Mid/Small CapsLarge/Mid CapsLarge/Mid CapsLarge/Mid/Small Caps
Value or GrowthBlendBlendBlendBlendBlendBlend
RegionNorth AmericaNorth AmericaNorth AmericaNorth AmericaNorth AmericaNorth America
CountriesU.S.BroadU.S.U.S.U.S.U.S.
Annual Dividend Rate$0.72$0.57$1.069$1.107$2.902$4.138
Annual Dividend Yield0.019%0.018%0.013%0.018%0.017%0.158%
Number of Holdings1013745251714780
YTD Return-17.61%-17.23%-18.13%-22.50%-21.98%-18.14%
Beta1.020.951.121.101.170.89
Upside Beta0.480.520.140.040.290.18
Downside Beta-0.140.43-0.13-0.310.11-0.60
Volatility 1Y22.71%19.98%25.07%25.19%26.26%20.54%
Sharpe Ratio 3Y0.480.360.430.190.250.00
Treynor Ratio 3Y0.010.010.010.000.000.00

Historic volatility

Implied volatility

Put/Call Ratio (option volume)

Put/Call Ratio (open interest)

Volatility Spread

Volatility Skew