(EQWL) Invesco S&P 100 Equal Weight - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46137V4499 • Large Value
EQWL: Stocks, Large-Cap, US, Equities
The Invesco S&P 100 Equal Weight ETF, listed on NYSE ARCA under the ticker EQWL, is designed to track the performance of the S&P 100 Equal Weight Index. This index is a subset of the S&P 500, comprising the 100 largest companies in the US, with each constituent weighted equally. By investing in this ETF, investors gain exposure to a diversified portfolio of large-cap US stocks, with a focus on established companies that have a significant market presence. The fund's investment strategy involves allocating its assets to replicate the underlying index, which is maintained and calculated by the index provider according to predefined guidelines and procedures.
The ETF's portfolio is constructed to closely mirror the S&P 100 Equal Weight Index, which means it will hold all the components of the index. This approach ensures that the fund's performance is highly correlated with the index's performance, providing investors with a reliable and transparent way to gain exposure to the US large-cap market. As an ETF, EQWL offers the benefits of flexibility, liquidity, and cost-efficiency, making it an attractive option for investors seeking to diversify their portfolios or gain targeted exposure to the US large-cap segment. With its listing on NYSE ARCA and domicile in the United States, the Invesco S&P 100 Equal Weight ETF is subject to US regulatory requirements and oversight, providing an added layer of investor protection.
In terms of its investment characteristics, the Invesco S&P 100 Equal Weight ETF is classified as a large value ETF, indicating that it focuses on established companies with a strong market presence and a history of stable earnings. The fund's equal-weighting approach helps to reduce concentration risk, as no single stock dominates the portfolio. This can be beneficial for investors seeking to minimize exposure to individual stock volatility while still gaining access to the growth potential of the US large-cap market. With its ISIN code of US46137V4499, the ETF is easily identifiable and accessible to investors globally, making it a viable option for those seeking to diversify their portfolios with a US large-cap component.
Additional Sources for EQWL ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
EQWL ETF Overview
Market Cap in USD | 944m |
Category | Large Value |
TER | 0.25% |
IPO / Inception | 2006-12-01 |
EQWL ETF Ratings
Growth 5y | 84.0% |
Fundamental | - |
Dividend | 60.3% |
Rel. Strength Industry | 22.6 |
Analysts | - |
Fair Price Momentum | 109.60 USD |
Fair Price DCF | - |
EQWL Dividends
Dividend Yield 12m | 1.80% |
Yield on Cost 5y | 3.43% |
Annual Growth 5y | 6.64% |
Payout Consistency | 93.0% |
EQWL Growth Ratios
Growth Correlation 3m | -6.7% |
Growth Correlation 12m | 95.2% |
Growth Correlation 5y | 85.8% |
CAGR 5y | 13.73% |
CAGR/Mean DD 5y | 2.49 |
Sharpe Ratio 12m | 1.49 |
Alpha | -3.77 |
Beta | 0.95 |
Volatility | 14.24% |
Current Volume | 110.8k |
Average Volume 20d | 80.3k |
As of January 23, 2025, the stock is trading at USD 105.44 with a total of 110,800 shares traded.
Over the past week, the price has changed by +2.16%, over one month by +2.57%, over three months by +2.26% and over the past year by +22.14%.
Yes. Based on ValueRay Analyses, Invesco S&P 100 Equal Weight (NYSE ARCA:EQWL) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 83.95 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of EQWL as of January 2025 is 109.60. This means that EQWL is currently overvalued and has a potential downside of 3.95%.
Invesco S&P 100 Equal Weight has no consensus analysts rating.
According to ValueRays Forecast Model, EQWL Invesco S&P 100 Equal Weight will be worth about 121.7 in January 2026. The stock is currently trading at 105.44. This means that the stock has a potential upside of +15.4%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 121.7 | 15.4% |