(EQL) ALPS Equal Sector - Performance 9.8% in 12m
Compare EQL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
83.47%
#6 in Group
Rel. Strength
66.84%
#2649 in Universe
Total Return 12m
9.81%
#29 in Group
Total Return 5y
111.73%
#13 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: EQL (9.8%) vs DIA (5.3%)
5y Drawdown (Underwater) Chart
Top Performers in Large Value
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-6.32% | 7.09% | 140% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-6.54% | 6.38% | 132% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-7.19% | 15% | 111% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-5.13% | 6.36% | 114% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-6.25% | 10.4% | 123% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-4.72% | 9.81% | 112% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-5.9% | 3.46% | 118% | - | - | - | - | - |
| SCHV NYSE ARCA Schwab U.S. Large-Cap Value |
-5.45% | 9.24% | 103% | - | - | - | - | - |
Performance Comparison: EQL vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for EQL
| Total Return (including Dividends) | EQL | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -4.72% | -5.82% | -5.89% |
| 3 Months | -8.05% | -10.73% | -12.45% |
| 12 Months | 9.81% | 5.31% | 6.72% |
| 5 Years | 111.73% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | EQL | DIA | S&P 500 |
| 1 Month | -70.8% | -73.8% | -74.5% |
| 3 Months | -80.3% | -88.6% | -88.2% |
| 12 Months | 76.6% | 71.6% | 66.1% |
| 5 Years | 91.4% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #20 | 1.17% | 1.24% |
| 3 Month | #61 | 3.0% | 5.02% |
| 12 Month | #29 | 4.27% | 2.89% |
| 5 Years | #12 | 16.8% | 5.31% |
FAQs
Does EQL ALPS Equal Sector outperforms the market?
Yes,
over the last 12 months EQL made 9.81%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months EQL made -8.05%, while DIA made -10.73%.
Over the last 3 months EQL made -8.05%, while DIA made -10.73%.
Performance Comparison EQL vs Indeces and Sectors
EQL vs. Indices EQL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.87% | 1.17% | 3.40% | 3.09% |
| US NASDAQ 100 | QQQ | 2.73% | 1.56% | 3.93% | 4.28% |
| US Dow Jones Industrial 30 | DIA | 3.04% | 1.10% | 2.86% | 4.50% |
| German DAX 40 | DAX | -3.49% | 4.68% | -13.7% | -8.40% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.16% | 2.78% | 1.12% | 3.92% |
| Hongkong Hang Seng | HSI | -2.42% | 5.10% | 1.88% | -6.41% |
| India NIFTY 50 | INDA | -2.50% | -9.49% | 0.95% | 6.74% |
| Brasil Bovespa | EWZ | -1.69% | 0.36% | 0.45% | 19.3% |
EQL vs. Sectors EQL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.62% | 0.94% | -5.41% | -3.73% |
| Consumer Discretionary | XLY | 2.74% | -0.80% | 0.66% | 0.59% |
| Consumer Staples | XLP | -1.43% | -7.92% | -6.82% | -4.13% |
| Energy | XLE | -2.85% | 5.36% | 2.34% | 20.1% |
| Financial | XLF | 0.50% | -0.21% | -4.72% | -9.14% |
| Health Care | XLV | 1.47% | 2.65% | 4.80% | 10.4% |
| Industrial | XLI | 0.75% | -0.02% | 3.32% | 4.45% |
| Materials | XLB | 0.15% | 1.93% | 10.5% | 17.4% |
| Real Estate | XLRE | -3.47% | -1.83% | 2.05% | -7.30% |
| Technology | XLK | 3.23% | 4.21% | 10.2% | 11.0% |
| Utilities | XLU | -1.44% | -4.30% | -2.34% | -14.6% |
| Aerospace & Defense | XAR | 0.18% | -4.76% | -6.36% | -14.4% |
| Biotech | XBI | -1.69% | 7.16% | 18.0% | 18.7% |
| Homebuilder | XHB | 0.92% | 2.12% | 21.3% | 18.9% |
| Retail | XRT | 0.17% | -2.61% | 8.07% | 14.2% |