Chart Invesco Russell 1000 Equal Weight ETF
Main settings
| 10 year return | 0 |
| 3 year return | 6.05 |
| 5 year return | 62.18 |
| Annual return | 15.77 |
| Asset size | Multi-Cap |
| Asset type | Equity |
| Average P/BV | 2.15 |
| Average P/E | 22.59 |
| Average P/S | 1.41 |
| Beta | 0.74 |
| Commission | 0.2 |
| Country | USA |
| Currency | usd |
| Div. yield | 0.29 |
| Focus | Large Cap |
| Foundation date | 2014-12-23 |
| ISIN code | US46138E4200 |
| ISO country | US |
| Index | Russell 1000 Equal Weight Index |
| Number of companies | 43 |
| Owner | Invesco |
| Region | United States |
| Region | U.S. |
| Strategy | Equal |
| Top 10 issuers, % | 5.72 |
| Website | link |
| segment | Equity: U.S. - Large Cap |
| Change per day | 0% 55.94 $ |
| Change per week | -1.91% 57.03 $ |
| Change per month | -1.5% 56.79 $ |
| Change per 3 month | +5.35% 53.1 $ |
| Change per half year | +8.75% 51.44 $ |
| Change per year | +15.77% 48.32 $ |
| Change per year to date | +1.51% 55.11 $ |
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Top companies
| Title | Industry | Share, % | P/BV | P/S | P/E | EV/Ebitda | Dividend yield | |
| #1 |
Lumentum Holdings |
Technology | 0.8194 | 37.79 | 26.07 | 1655.59 | 81.5 | 0 |
| #2 |
Ciena Corporation |
Technology | 0.6353 | 17.93 | 10.26 | 396.67 | 69.69 | 0 |
| #3 |
Ubiquiti |
Technology | 0.5869 | 67.92 | 17.64 | 63.76 | 29.21 | 0.5 |
| #4 |
Motorola Solutions |
Technology | 0.5765 | 46.06 | 7.32 | 50.21 | 32.13 | 0.96 |
| #5 |
Verizon |
Telecom | 0.5484 | 2.05 | 1.55 | 12.47 | 7.39 | 6.08 |
| #6 |
Iridium Communications |
Telecom | 0.5397 | 6.02 | 4.18 | 30.77 | 12.43 | 2.57 |
| #7 |
AT&T |
Telecom | 0.51 | 1.78 | 1.56 | 8.98 | 6.1 | 4.07 |
| #8 |
Liberty Global plc |
High Tech | 0.5045 | 0.36 | 1.05 | 2.87 | 3.66 | 0 |
| #9 |
Comcast Corporation |
Telecom | 0.5041 | 1.64 | 1.14 | 8.75 | 6.21 | 3.77 |
| #10 |
T-Mobile US |
Telecom | 0.4923 | 4.19 | 3.18 | 22.83 | 11.84 | 1.54 |
Similar ETF
Other ETFs from the Management Company
| Title | Class | Category | Commission | Annual return |
| Equity | 0.2 | 13.84 | ||
| Equity | 0.2 | 11.54 | ||
| Equity | 0.02 | 14.11 | ||
| Equity | 0.15 | 13.9 | ||
| Equity | 0.15 | 12.5 | ||
| Equity | 0.15 | 11.76 | ||
| Bond | 0.65 | -2.63 | ||
| Equity | 0.39 | 17.14 | ||
| Equity | 0.29 | 9.98 | ||
| Commodity | 0.59 | 17.84 | ||
| Equity | 0.2 | 13.36 | ||
| Bond | 0.1 | -0.27 | ||
| Equity | 0.4 | 17.34 | ||
| Bond | 0.1 | -0.14 | ||
| Equity | 0.58 | 33.36 | ||
| Bond | 0.1 | -0.0256 | ||
| Equity | 0.39 | 15.49 | ||
| Equity | 0.3 | 9.65 | ||
| Bond | 0.28 | 4.2 | ||
| Equity | 0.34 | 15.67 | ||
| Equity | 0.39 | 18.35 | ||
| Equity | 0.6 | 1.67 | ||
| Equity | 0.35 | 17.61 | ||
| Bond | 0.23 | -0.0199 | ||
| Bond | 0.1 | 0.33 | ||
| Commodity | 0.85 | 18.27 | ||
| Equity | 0.45 | 24.64 | ||
| Bond | 0.08 | -0.17 | ||
| Multi-Asset | 0.5 | -0.37 | ||
| Bond | 0.1 | 0.56 |
Description Invesco Russell 1000 Equal Weight ETF
EQAL предлагает равновзвешенный подход к Russell 1000. Весовой коэффициент фонда применяется по уровням: каждый сектор получает такой же вес, как и каждая акция в данном секторе. Такой подход ведет к большому смещению в сторону более мелких фирм, которые доминируют в портфеле. Фонд состоит из нескольких фирм, которые считаются midcap. Как и все стратегии равного веса, EQAL имеет несколько противоположную полосу, поскольку он продает победителей и покупает проигравших при каждой ежеквартальной ребалансировке. Фонд восстанавливается ежегодно в июне.
Based on sources: porti.ru

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