(EQWL) Invesco S&P 100 Equal - Performance 13.6% in 12m
Compare EQWL with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
80.07%
#16 in Group
Rel. Strength
67.42%
#2601 in Universe
Total Return 12m
13.60%
#14 in Group
Total Return 5y
116.69%
#11 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: EQWL (13.6%) 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: EQWL vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for EQWL
| Total Return (including Dividends) | EQWL | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -1.42% | -3.18% | -0.87% |
| 3 Months | -4.00% | -8.41% | -7.58% |
| 12 Months | 13.60% | 9.20% | 11.88% |
| 5 Years | 116.69% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | EQWL | DIA | S&P 500 |
| 1 Month | 24.0% | -2.7% | 23% |
| 3 Months | -85.4% | -91.1% | -88.5% |
| 12 Months | 71.5% | 61.2% | 55.1% |
| 5 Years | 85.8% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #15 | 1.82% | -0.55% |
| 3 Month | #34 | 4.82% | 3.87% |
| 12 Month | #16 | 4.03% | 1.54% |
| 5 Years | #11 | 15.5% | 3.02% |
FAQs
Does EQWL Invesco S&P 100 Equal outperforms the market?
Yes,
over the last 12 months EQWL made 13.60%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months EQWL made -4.00%, while DIA made -8.41%.
Over the last 3 months EQWL made -4.00%, while DIA made -8.41%.
Performance Comparison EQWL vs Indeces and Sectors
EQWL vs. Indices EQWL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.06% | -0.55% | 2.78% | 1.72% |
| US NASDAQ 100 | QQQ | -0.97% | -2.82% | 2.35% | 0.93% |
| US Dow Jones Industrial 30 | DIA | 1.0% | 1.76% | 2.87% | 4.40% |
| German DAX 40 | DAX | 1.29% | -2.74% | -16.7% | -11.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.02% | 1.40% | 5.77% | 7.64% |
| Hongkong Hang Seng | HSI | 1.05% | -1.48% | 0.86% | -0.29% |
| India NIFTY 50 | INDA | 2.90% | -5.48% | 2.49% | 10.5% |
| Brasil Bovespa | EWZ | 0.86% | -6.02% | -0.92% | 19.4% |
EQWL vs. Sectors EQWL is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.19% | -0.37% | -3.35% | -10.4% |
| Consumer Discretionary | XLY | -0.02% | -1.32% | 0.27% | 0.28% |
| Consumer Staples | XLP | 3.56% | -1.62% | -2.53% | 2.40% |
| Energy | XLE | 4.54% | 12.4% | 8.57% | 24.7% |
| Financial | XLF | 1.45% | 0.69% | -4.82% | -9.09% |
| Health Care | XLV | 0.14% | 2.37% | 4.47% | 11.9% |
| Industrial | XLI | -0.36% | -1.53% | 2.07% | 4.01% |
| Materials | XLB | 0.67% | 1.01% | 10.2% | 17.1% |
| Real Estate | XLRE | 1.58% | -0.11% | 3.67% | -4.49% |
| Technology | XLK | -2.39% | -3.11% | 6.12% | 5.87% |
| Utilities | XLU | 2.90% | -1.48% | 0.66% | -8.23% |
| Aerospace & Defense | XAR | -0.89% | -7.81% | -10.8% | -13.0% |
| Biotech | XBI | -1.24% | -3.70% | 15.4% | 15.4% |
| Homebuilder | XHB | 0.75% | 0.85% | 17.6% | 20.6% |
| Retail | XRT | 1.63% | -0.86% | 8.35% | 16.3% |