(EQWL) S&P 100 Equal Weight - Overview

ETF Category: Large Value | Exchange: NYSE ARCA (USA) | Market Cap: 2.561m USD | Total Return: 24.1% in 12m

Large-Cap Stocks, Equities, Index Funds
Total Rating 56
Safety 49
Buy Signal 0.15
Large Value
Category Rotation: +2.1
TER: 0.25%
AUM: 2.56B
Avg Turnover: 8.54M
Risk 3d forecast
Volatility9.36%
VaR 5th Pctl1.72%
VaR vs Median2.13%
Reward TTM
Sharpe Ratio1.73
Rel. Str. IBD55.2
Rel. Str. Peer Group51
Character TTM
Beta0.750
Beta Downside0.769
Hurst Exponent0.488
Drawdowns 3y
Max DD14.95%
CAGR/Max DD1.34
CAGR/Mean DD10.86

Warnings

Choppy

Tailwinds

No distinct edge detected

Description: EQWL S&P 100 Equal Weight

The Invesco S&P 100 Equal Weight ETF (EQWL) tracks the S&P 100 Equal Weighted Index by investing at least 90% of its assets in the constituent securities. Unlike traditional market-cap-weighted funds, this strategy assigns an equal percentage to every holding, reducing concentration risk in the largest mega-cap corporations.

The fund focuses on the Large Value category, targeting established U.S. companies with significant market footprints and stable cash flows. By employing an equal-weight model, the ETF provides higher relative exposure to the smaller constituents of the S&P 100 compared to standard benchmarks. For a deeper look at specific valuation metrics, consider reviewing the latest data on ValueRay.

Headlines to Watch Out For
  • Equal-weight rebalancing strategy reduces concentration risk in mega-cap technology stocks
  • Broad industrial sector performance impacts fund returns more than cap-weighted indices
  • Domestic consumer spending levels drive revenue across diverse blue-chip holdings
  • Federal Reserve interest rate decisions influence borrowing costs for large-cap constituents
  • Relative outperformance of mid-tier S&P 100 firms boosts overall fund valuation
What is the price of EQWL shares?

As of May 30, 2026, the stock is trading at USD 128.58 with a total of 63,484 shares traded.
Over the past week, the price has changed by +2.16%, over one month by +6.04%, over three months by +5.65% and over the past year by +24.05%.

Is EQWL a buy, sell or hold?

S&P 100 Equal Weight has no consensus analysts rating.