EQL:CA:TSX-Invesco S&P 500 Equal Weight Index ETF

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 21.83

Change

0.00 (0.00)%

Market Cap

CAD 0.11B

Volume

4.00K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 29/05/2018

Primary Benchmark: S&P 500 TR CAD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.26 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-06-16 )

Largest Industry Peers for US Equity

Symbol Name Mer Price(Change) Market Cap
ZSP:CA BMO S&P 500 0.09 %

-0.82 (-1.06%)

CAD 10.81B
XSP:CA iShares Core S&P 500 (CAD Hedg.. 0.11 %

-0.66 (-1.23%)

CAD 9.71B
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

-1.51 (-1.21%)

CAD 8.89B
VUN:CA Vanguard US Total Market 0.16 %

-1.14 (-1.20%)

CAD 7.76B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

-1.02 (-1.16%)

CAD 5.73B
HXS:CA Horizons S&P 500 Index ETF 0.11 %

-0.84 (-1.17%)

CAD 2.95B
QUU:CA Mackenzie US Large Cap Equity .. 0.09 %

-2.24 (-1.11%)

CAD 2.89B
XUU:CA iShares Core S&P US Total Mark.. 0.07 %

-0.55 (-1.06%)

CAD 2.68B
XQQ:CA iShares NASDAQ 100 (CAD Hedged.. 0.39 %

-2.25 (-1.65%)

CAD 2.66B
VSP:CA Vanguard S&P 500 CAD hedged 0.09 %

-1.00 (-1.20%)

CAD 2.45B

ETFs Containing EQL:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.89% 67% D+ 81% B-
Dividend Return 0.42% 29% F 9% A-
Total Return 15.31% 69% C- 79% B-
Trailing 12 Months  
Capital Gain 3.75% 55% F 79% B-
Dividend Return 1.60% 46% F 15% F
Total Return 5.35% 55% F 75% C
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain 0.18% 6% D- 50% F
Dividend Return 0.25% 4% F 26% F
Total Return 0.07% 5% F 2% F
Risk Return Profile  
Volatility (Standard Deviation) 1.20% 99% N/A 98% N/A
Risk Adjusted Return 20.78% 7% C- 40% F
Market Capitalization 0.11B 67% D+ 50% F

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.