AUM $687.1MER 0.45%NAV $49.61Holdings 12Inception Jul 2009
Price Chart
Key Statistics
Previous Close
$49.51Day Range
$49.36$49.57
52-Week Range
$41.05$49.99
Avg Volume
31.0KDividend Yield
1.64%Expense Ratio
0.45%AUM
$687.1MShares Outstanding
13.1METF Grades
?ETF Grades compare this fund against others in the same category using percentile rankings across six factors. Grades range from A+ (top 5%) to F (bottom 20%). Updated daily.Sector Breakdown
| Sector | Weight % |
|---|---|
| Consumer Cyclical | 10.30% |
| Technology | 9.55% |
| Energy | 9.29% |
| Utilities | 9.23% |
| Healthcare | 9.06% |
| Consumer Defensive | 9.04% |
| Real Estate | 9.00% |
| Communication Services | 8.95% |
| Financial Services | 8.87% |
| Industrials | 8.43% |
| Basic Materials | 8.28% |
Country Allocation
| Country | Weight % |
|---|---|
| United States | 99.96% |
| Other | 0.04% |
Fund Information
- Issuer
- ALPS Funds
- Category
- Consumer Cyclical
- Types
- Energy
- Inception Date
- Jul 6, 2009
- Exchange
- NYSE_ARCA
- Description
- The ALPS Equal Sector Weight ETF (EQL) seeks investment results that replicate as closely as possible, before fees and expenses, the performance of the NYSE Equal Sector Weight Index (NYXLEW).
Similar ETFs
The ALPS Equal Sector Weight ETF (EQL) is an exchange-traded fund issued by ALPS Funds that launched on Jul 6, 2009. It currently manages $687.1M in assets under management. The fund charges an expense ratio of 0.45%. The fund holds 12 securities in its portfolio. It falls under the Consumer Cyclical category.
Top 10 holdings represent 91.7% of the fund
| Rank | Symbol | Name | Weight % | Shares | Market Value |
|---|---|---|---|---|---|
| 1 | XLK | Technology Select Sector SPDR Fund | 10.19% | 436,783 | $70.0M |
| 2 | XLB | Materials Select Sector SPDR Fund | 9.50% | 1,257,816 | $65.3M |
| 3 | XLY | Consumer Discretionary Select Sector SPDR Fund | 9.47% | 548,471 | $65.1M |
| 4 | XLRE | Real Estate Select Sector SPDR Fund | 9.29% | 1,455,881 | $63.8M |
| 5 | XLI | Industrial Select Sector SPDR Fund | 9.17% | 365,493 | $63.0M |
| 6 | XLF | Financial Select Sector SPDR Fund | 9.01% | 1,204,029 | $61.9M |
| 7 | XLU | Utilities Select Sector SPDR Fund | 8.89% | 1,323,455 | $61.1M |
| 8 | XLC | Communication Services Select Sector SPDR Fund | 8.85% | 526,577 | $60.8M |
| 9 | XLP | Consumer Staples Select Sector SPDR Fund | 8.80% | 726,947 | $60.5M |
| 10 | XLV | Health Care Select Sector SPDR Fund | 8.53% | 406,644 | $58.6M |
| 11 | XLE | Energy Select Sector SPDR Fund | 8.25% | 996,375 | $56.7M |
| 12 | USD | Cash Equivalent | 0.03% | 234,176 | $234K |
Detailed Returns
| Period | Return | ETF |
|---|---|---|
| 1D | -0.29% | |
| 1W | +0.03% | |
| 1M | +5.67% | |
| 3M | +2.53% | |
| 6M | +7.65% | |
| YTD | +5.82% | |
| 1Y | +20.05% | |
| 3Y | +48.76% | |
| 5Y | +51.13% |
Moving Averages
20-Day MA
$48.91
Above 20-Day MA50-Day MA
$48.72
Above 50-Day MA200-Day MA
$46.74
Above 200-Day MAPrice with Moving Averages
Support & Resistance
52-Week High
$49.99
Current Price
$49.37
52-Week Low
$41.05
$41.05$49.99
Current Yield
1.64%
Annual Dividend
$1.1392
Frequency
4x/year
Last Ex-Date
Dec 24, 2025
Dividend History
| Ex-Date | Amount | Pay Date |
|---|---|---|
| Dec 24, 2025 | $0.2384 | Dec 30, 2025 |
| Sep 25, 2025 | $0.2020 | Sep 30, 2025 |
| Jun 25, 2025 | $0.1913 | Jun 30, 2025 |
| Mar 26, 2025 | $0.5074 | Mar 31, 2025 |
| Dec 24, 2024 | $0.6687 | Dec 27, 2024 |
| Sep 24, 2024 | $0.5860 | Sep 27, 2024 |
| Jun 20, 2024 | $0.4907 | Jun 25, 2024 |
| Mar 21, 2024 | $0.4822 | Mar 26, 2024 |
| Dec 21, 2023 | $0.6224 | Dec 27, 2023 |
| Sep 21, 2023 | $0.5566 | Sep 26, 2023 |
| Jun 22, 2023 | $0.4474 | Jun 27, 2023 |
| Mar 23, 2023 | $0.5220 | Mar 28, 2023 |
| Dec 22, 2022 | $0.7207 | Dec 29, 2022 |
| Sep 22, 2022 | $0.5394 | Sep 29, 2022 |
| Jun 23, 2022 | $0.4772 | Jun 30, 2022 |
| Mar 24, 2022 | $0.4085 | Mar 31, 2022 |
| Dec 22, 2021 | $0.5952 | Dec 29, 2021 |
| Sep 23, 2021 | $0.4465 | Sep 30, 2021 |
| Jun 17, 2021 | $0.4356 | Jun 24, 2021 |
| Mar 18, 2021 | $0.3716 | Mar 25, 2021 |
Dividend Payments Over Time
Category Comparison
| Metric | EQL | Consumer Cyclical(143 ETFs) | Energy(20 ETFs) |
|---|---|---|---|
| Fund Info | |||
| Expense Ratio | 0.45% | 0.74% | 0.45% |
| AUM | $687.1M | $661.2M | $2.51B |
| Dividend Yield | 1.64% | 6.00% | 6.42% |
| Avg Volume | 31.0K | 1.4M | 2.6M |
| Holdings | 12 | 86 | 42 |
| Performance | |||
| 1-Month Return | +5.90% | +8.20% | -1.95% |
| 6-Month Return | +6.58% | -6.83% | +21.47% |
| YTD Return | +6.75% | -2.64% | +20.94% |
| 1-Year Return | +21.41% | +12.31% | +36.37% |
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