EQWL ETF Analysis: S&P 100 Equal Weight | NYSE

Large Value | NYSE, USA | Market Cap: 2.690m USD | 12M Return: 18.3% | Charts, Fundamentals & Technical Analysis

Large Cap Stocks, Equities, US Companies, Value Stocks
Total Rating 56
Safety 55
Buy Signal 0.00
Large Value
Category Rotation: +0.5
TER: 0.25%
AUM: 2.69B
Avg Turnover: 9.58M
Risk 3d forecast
Volatility10.8%
VaR 5th Pctl2.00%
VaR vs Median2.95%
Reward TTM
Sharpe Ratio1.21
Rel. Str. IBD56.2
Rel. Str. Peer Group30.9
Character TTM
Beta0.743
Beta Downside0.743
Hurst Exponent0.469
Drawdowns 3y
Max DD14.95%
CAGR/Max DD1.20
CAGR/Mean DD9.58

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.8% 27
Feb -0.5% 16
Mar -0.8% 11
Apr +0.0% 0
May +0.0% 0
Jun -0.0% 2
Jul +0.9% 34
Aug -0.5% 34
Sep -0.8% 23
Oct -0.2% 18
Nov +1.7% 33
Dec -0.1% 8

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: EQWL S&P 100 Equal Weight

The Invesco S&P 100 Equal Weight ETF (EQWL) is structured as a passive index-tracking fund, committing at least 90% of its total assets to the securities of its underlying benchmark. The index itself is administered by an external index provider, which is responsible for compiling, maintaining, and calculating the components in line with its own published methodology.

The underlying index is built from all constituents of the S&P 100, a basket of 100 large-capitalization U.S. companies. As suggested by the funds name, the strategy deviates from traditional market-cap-weighted large-cap ETFs by assigning equal weight to each component rather than tilting toward the largest issuers. This equal-weighting approach is the funds primary differentiator within the large-cap U.S. equity ETF category.

Headlines to Watch Out For
  • Equal-weight strategy gains favor amid mega-cap concentration risk
  • Large-cap value rotation lifts equal-weight S&P 100 exposure
  • ETF inflows expand as investors hedge top-heavy index concentration
What is the price of EQWL shares?

As of July 28, 2026, the stock is trading at USD 130.15 with a total of 72,900 shares traded. Over the past week, the price has changed by +1.14%, over one month by +0.74%, over three months by +8.00% and over the past year by +18.28%.

Current recommended Stop Loss: 127.50 (which is 2% or 2.4 ATR below the current price).

Is EQWL a buy, sell or hold?

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