(EQL) ALPS Equal Sector - Performance 12.4% in 12m
Compare EQL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
82.89%
#7 in Group
Rel. Strength
65.73%
#2736 in Universe
Total Return 12m
12.40%
#24 in Group
Total Return 5y
116.43%
#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 (12.4%) vs DIA (9.2%)
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. |
-3.35% | 10.4% | 146% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-3% | 9.93% | 139% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-5.29% | 16.4% | 113% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-2.29% | 9.71% | 121% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-3.27% | 12% | 125% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-2.24% | 12.4% | 116% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
0.19% | 19% | 101% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-2.9% | 7.46% | 125% | - | - | - | - | - |
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 | -2.24% | -3.18% | -0.87% |
| 3 Months | -4.64% | -8.41% | -7.58% |
| 12 Months | 12.40% | 9.20% | 11.88% |
| 5 Years | 116.43% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | EQL | DIA | S&P 500 |
| 1 Month | 25.1% | -2.7% | 23% |
| 3 Months | -85.7% | -91.1% | -88.5% |
| 12 Months | 69.0% | 61.2% | 55.1% |
| 5 Years | 91.3% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #29 | 0.97% | -1.38% |
| 3 Month | #49 | 4.12% | 3.18% |
| 12 Month | #24 | 2.93% | 0.47% |
| 5 Years | #12 | 15.4% | 2.90% |
FAQs
Does EQL ALPS Equal Sector outperforms the market?
Yes,
over the last 12 months EQL made 12.40%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months EQL made -4.64%, while DIA made -8.41%.
Over the last 3 months EQL made -4.64%, while DIA made -8.41%.
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 | -1.28% | -1.37% | 1.69% | 0.52% |
| US NASDAQ 100 | QQQ | -2.31% | -3.64% | 1.26% | -0.27% |
| US Dow Jones Industrial 30 | DIA | -0.34% | 0.94% | 1.78% | 3.20% |
| German DAX 40 | DAX | -0.05% | -3.56% | -17.8% | -12.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.68% | 0.58% | 4.68% | 6.44% |
| Hongkong Hang Seng | HSI | -0.29% | -2.30% | -0.23% | -1.49% |
| India NIFTY 50 | INDA | 1.56% | -6.30% | 1.40% | 9.33% |
| Brasil Bovespa | EWZ | -0.48% | -6.84% | -2.01% | 18.2% |
EQL vs. Sectors EQL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.53% | -1.19% | -4.44% | -11.6% |
| Consumer Discretionary | XLY | -1.36% | -2.14% | -0.82% | -0.92% |
| Consumer Staples | XLP | 2.22% | -2.44% | -3.62% | 1.20% |
| Energy | XLE | 3.20% | 11.6% | 7.48% | 23.5% |
| Financial | XLF | 0.11% | -0.13% | -5.91% | -10.3% |
| Health Care | XLV | -1.20% | 1.55% | 3.38% | 10.7% |
| Industrial | XLI | -1.70% | -2.35% | 0.98% | 2.81% |
| Materials | XLB | -0.67% | 0.19% | 9.10% | 15.9% |
| Real Estate | XLRE | 0.24% | -0.93% | 2.58% | -5.69% |
| Technology | XLK | -3.73% | -3.93% | 5.03% | 4.67% |
| Utilities | XLU | 1.56% | -2.30% | -0.43% | -9.43% |
| Aerospace & Defense | XAR | -2.23% | -8.63% | -11.8% | -14.2% |
| Biotech | XBI | -2.58% | -4.52% | 14.3% | 14.2% |
| Homebuilder | XHB | -0.59% | 0.03% | 16.5% | 19.4% |
| Retail | XRT | 0.29% | -1.68% | 7.26% | 15.1% |