PowerShares Russell 1000 Equal Weight Portfolio ETF

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 yield	1.87%
Expense ratio	0.2%
Average spread	0.078%
1Y roundtrip cost	0.278%

Historic prices

Total Returns (including dividends)

Returns by Year

Returns by Period

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%
2019	10.8%	3.3%	1.0%	2.9%	-7.6%	7.1%	0.6%	-4.1%	2.3%	0.4%	3.2%	3.4%	23.4%
2018	3.0%	-4.8%	-0.0%	0.9%	2.3%	1.2%	2.2%	2.3%	0.3%	-8.0%	1.8%	-9.7%	-8.6%
2017	2.4%	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

Dividends by Year

Dividend Yields by Year

Monthly dividend heatmap

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2022			0.19			0.20			0.23				0.62
2021			0.20			0.17						0.10	0.46
2020			0.17			0.15			0.14			0.17	0.64
2019			0.07			0.13			0.15			0.19	0.55
2018			0.07			0.11			0.15			0.13	0.45
2017			0.03			0.09			0.11			0.14	0.37
2016			0.06			0.11			0.08			0.17	0.42
2015			0.04			0.09			0.09			0.17	0.39
	0.00	0.00	0.82	0.00	0.00	1.05	0.00	0.00	0.95	0.00	0.00	1.07

Sectors and Top Holdings

Security	% Assets
Top 0 Weights	0.00%

Compare with similar ETFs

	EQAL	FFSG	FNX	SCHM	VB	VNMC
Product name	PowerShares Russell 1000 Equal Weight Portfolio ETF	FormulaFolios Smart Growth ETF	First Trust Mid Cap Core AlphaDEX Fund	Schwab U.S. Mid-Cap ETF	Vanguard Small-Cap ETF	Natixis Vaughan Nelson Mid Cap ETF
Issuer	Invesco	FormulaFolios	First Trust	Schwab	Vanguard	Natixis
Price	$38.42	$30.928	$83.56	$61.63	$174.63	$26.194
Expense Ratio	0.2%	0.69%	0.6%	0.04%	0.05%	0.85%
Average Spread	0.078%	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
Shares	14,480,506	1,201,385	10,073,271	123,480,428	211,008,059	258,693
Average Daily Volume	54,210	2,027	43,084	565,017	789,640	37
Home page	Visit external site	Visit external site	Visit external site	Visit external site	Visit external site	Visit external site
Inception Date	2014-12-23	2017-10-31	2007-05-08	2011-01-13	2004-01-26	2020-09-17
Index Tracked	Russell 1000 Equal Weight	No Underlying Index	NASDAQ AlphaDEX Mid Cap Core Index	Dow Jones US Total Stock Market Mid-Cap	CRSP US Small Cap	No Underlying Index
Category	All Cap Equities	Diversified Portfolio	Mid Cap Blend Equities	Mid Cap Growth Equities	Small Cap Growth Equities	Mid Cap Blend Equities
Asset Class	Equity	Multi-Asset	Equity	Equity	Equity	Equity
Asset Class Size	Large/Mid Caps	Large/Mid/Small Caps	Large/Mid Caps	Large/Mid Caps	Large/Mid/Small Caps
Value or Growth	Blend	Blend	Blend	Blend	Blend	Blend
Region	North America	North America	North America	North America	North America	North America
Countries	U.S.	Broad	U.S.	U.S.	U.S.	U.S.
Annual Dividend Rate	$0.72	$0.57	$1.069	$1.107	$2.902	$4.138
Annual Dividend Yield	0.019%	0.018%	0.013%	0.018%	0.017%	0.158%
Number of Holdings	1013	7	452	517	1478	0
YTD Return	-17.61%	-17.23%	-18.13%	-22.50%	-21.98%	-18.14%
Beta	1.02	0.95	1.12	1.10	1.17	0.89
Upside Beta	0.48	0.52	0.14	0.04	0.29	0.18
Downside Beta	-0.14	0.43	-0.13	-0.31	0.11	-0.60
Volatility 1Y	22.71%	19.98%	25.07%	25.19%	26.26%	20.54%
Sharpe Ratio 3Y	0.48	0.36	0.43	0.19	0.25	0.00
Treynor Ratio 3Y	0.01	0.01	0.01	0.00	0.00	0.00

Securities Database