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.
Should ALPS Equal Sector Weight ETF (EQL) Be on Your Investing Radar?
Launched on July 7, 2009, the ALPS Equal Sector Weight ETF (EQL) is a passively managed exchange traded fund designed to provide a 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?
Designed to provide broad exposure to the Style Box - Large Cap Blend category of the market, the ALPS Equal Sector Weight ETF (EQL) is a smart beta exchange traded fund launched on 07/07/2009.
ALPS Spotlights 3 Funds for Volatility
Elevated geopolitical tensions and policy uncertainty are creating higher cross-asset volatility in 2026, driving sharp market rotations that expose concentration risks in traditional portfolios, according to ALPS Q2 2026 Market Themes to Watch. Key Takeaways: EQL attracted $65.52 million year-to-date, with equal sector weighting reducing concentration risk.
Equal Sector Weight Strategy Tops S&P 500 by 5% This Year
The ALPS Equal Sector Weight ETF (EQL) has posted a 5.92% gain so far this year, while the SPDR S&P 500 ETF Trust (SPY) has managed just a 0.89% year-to-date gain, according to ETF Database. Key Takeaways: EQL has gained 5.92% year-to-date compared to SPY's 0.89% return as equal weighting captures broader market strength.
Should ALPS Equal Sector Weight ETF (EQL) Be on Your Investing Radar?
Designed to provide broad exposure to the Large Cap Blend segment of the US equity market, the ALPS Equal Sector Weight ETF (EQL) is a passively managed exchange traded fund launched on July 7, 2009.
Is ALPS Equal Sector Weight ETF (EQL) a Strong ETF Right Now?
A smart beta exchange traded fund, the ALPS Equal Sector Weight ETF (EQL) debuted on 07/07/2009, and offers broad exposure to the Style Box - Large Cap Blend category of the market.
Is It Time to Rebalance Toward the United States? ETFs in Focus
Middle East tensions, oil risks and global exposure concerns push investors to reconsider domestic allocations, drawing attention toward U.S.-focused ETFs.
Why It's a Good Time to Consider this Equal-Weight ETF
Market breadth is widening following a long run of dominance by the Magnificent Seven stocks. Market participants likely want to remain invested even as some technology segments are punished by artificial intelligence (AI) advancements.
Should ALPS Equal Sector Weight ETF (EQL) Be on Your Investing Radar?
Designed to provide broad exposure to the Large Cap Blend segment of the US equity market, the ALPS Equal Sector Weight ETF (EQL) is a passively managed exchange traded fund launched on July 7, 2009.
