Advisors Rethink Equal Weighting Amid Equity Concentration
Rising equity concentration is prompting advisors to rethink portfolio construction. However, they also want to avoid simply swapping top-heavy market risk for new factor risks.
JPMorgan Sees S&P 500 at 8,000: ETFs That Are Worth Buying
JPMorgan sees the S&P 500 reaching 8,000 as AI spending and earnings strengthen. Explore ETFs to capitalize on the potential upside.
ETFs for the Next Leg of Earnings Expansion
The Q2 earnings season is still in its early days, but it's already handing us a reality check: growth is broadening out. These conditions are putting one tried-and-tested segment of smart beta ETFs, the equal-weighted strategies, into sharp focus.
Should ALPS Equal Sector Weight ETF (EQL) Be on Your Investing Radar?
The ALPS Equal Sector Weight ETF (EQL) was launched on July 7, 2009, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Blend segment of the US equity market.
Is ALPS Equal Sector Weight ETF (EQL) a Strong ETF Right Now?
The ALPS Equal Sector Weight ETF (EQL) made its debut on 07/07/2009, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Large Cap Blend category of the market.
Why Balance Matters in the AI Trade: Equal-Weight ETFs to Consider
Still bullish on AI? Here's how ETFs can help you stay invested without overloading on tech.
EQL Barely Budges as Tech Stocks Slide in June
The ALPS Equal Sector Weight ETF (EQL), finished June down just 0.10%, easily outpacing the S&P 500's 1.0% drop for the month. Key Takeaways: EQL's underlying index fell just 0.10% in June, versus the S&P 500's 1.0% drop.
Higher S&P 500 Forecasts Signal Buying Opportunity: ETFs to Consider
Markets remain volatile, but rising forecasts suggest opportunities for long-term ETF investors.
Not All Diversification Strategies Are Equal
Advisors searching for diversification from a concentrated S&P 500 Index often reach for equal-weight strategies. However, a new report argues that all equal-weight approaches are not interchangeable.
3 Ways to Mitigate Concentration Risk in Portfolios
Concentration risk is a growing pain point for portfolios globally. A recent Morningstar study shows that this trend is driven by the unprecedented scale of capital expenditures on artificial intelligence (AI) by tech leaders.
EQL: Strategy Simplicity Comes At A Cost
Alps Equal Sector Weight ETF provides simple, equal-weighted exposure to all 11 GICS sectors, aiming to reduce sector concentration risk. EQL has consistently underperformed the S&P 500 and leading sector ETFs over multiple timeframes, especially during tech-driven markets. With a 0.27% expense ratio, EQL is costlier than replicating its strategy directly via underlying Select Sector SPDR ETFs (0.08%).
ALPS EQL Swaps SPDR ETFs for New VettaFi Index
The ALPS Equal Sector Weight ETF (EQL) officially changes its underlying benchmark today, swapping out the NYSE Equal Sector Weight Index for the VettaFi Modelist Equal Weight Sector 500 Index (VFES500). Key Takeaways: EQL is switching to the VettaFi Modelist Equal Weight Sector 500 Index on June 1.
