Skip to Content
Morningstar

ALPS Equal Sector Weight ETF EQL

Morningstar Medalist Rating
Medalist Rating as of | See ALPS Investment Hub

Morningstar’s Analysis EQL

Will EQL outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EQL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EQL management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EQL’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in ALPS Equal Sector Weight ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EQL

More EQL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 91.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Utilities Select Sector SPDR® ETF

10.14 34.5 Mil
—

Communication Services Sel Sect SPDR®ETF

9.36 31.8 Mil
—

Technology Select Sector SPDR® ETF

9.19 31.2 Mil
—

Consumer Staples Select Sector SPDR® ETF

9.08 30.9 Mil
—

Financial Select Sector SPDR® ETF

9.06 30.8 Mil
—

Industrial Select Sector SPDR® ETF

9.01 30.6 Mil
—

Materials Select Sector SPDR® ETF

8.97 30.5 Mil
—

Energy Select Sector SPDR® ETF

8.95 30.4 Mil
—

Consumer Discret Sel Sect SPDR® ETF

8.85 30.1 Mil
—

Health Care Select Sector SPDR® ETF

8.78 29.8 Mil
—