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ALPS[…]
| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | +0.1% | +2.6% | +1.2% | +0.7% | +14.1% | +14.7% | +73.7% | +84.6% | +1,659.7% |
| S&P 500 · VOO | −0.4% | +2.6% | −2.3% | −2.1% | +11.5% | +11.6% | +79.3% | +72.7% | — |
$45 of every $1,000 in EQL is Alphabet
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | GOOGLAlphabet | Communication Services | 4.45% | $445.02 | 119K | $35.5M |
| 2 | AMZNAmazon | Consumer Cyclical | 3.90% | $390.49 | 116K | $31.1M |
| 3 | XOMExxonMobil | Energy | 2.60% | $260.28 | 122K | $20.8M |
| 4 | LINLinde | Basic Materials | 1.93% | $192.56 | 29K | $15.4M |
| 5 | METAMETA Platforms | Communication Services | 1.87% | $186.67 | 24K | $14.9M |
| 6 | AAPLApple | Technology | 1.84% | $184.39 | 41K | $14.7M |
| 7 | LLYEli Lilly | Healthcare | 1.75% | $175.10 | 9,785 | $14.0M |
| 8 | WMTWalmart | Consumer Defensive | 1.74% | $173.74 | 110K | $13.9M |
| 9 | TSLATesla | Consumer Cyclical | 1.67% | $167.02 | 34K | $13.3M |
| 10 | CVXChevron | Energy | 1.59% | $159.12 | 59K | $12.7M |
| 11 | COSTCostco Wholesale | Consumer Defensive | 1.50% | $150.36 | 11K | $12.0M |
| 12 | WELLWelltower | Real Estate | 1.43% | $142.94 | 47K | $11.4M |
| 13 | NVDANvidia | Technology | 1.37% | $137.36 | 66K | $11.0M |
| 14 | MSFTMicrosoft | Technology | 1.36% | $136.47 | 21K | $10.9M |
| 15 | KOCoca-Cola | Consumer Defensive | 1.30% | $129.57 | 106K | $10.3M |
EQL has no close peers in our data yet: […]
No peers with a full year of prices to rank against yet.
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | GOOGL | Alphabet | 4.45% |
| 2 | AMZN | Amazon | 3.90% |
| 3 | XOM | ExxonMobil | 2.60% |
| 4 | LIN | Linde | 1.93% |
| 5 | META | META Platforms | 1.87% |
| 6 | AAPL | Apple | 1.84% |
| 7 | LLY | Eli Lilly & | 1.75% |
| 8 | WMT | Walmart | 1.74% |
| 9 | TSLA | Tesla | 1.67% |
| 10 | CVX | Chevron | 1.59% |
| Fund | Sharpe | Sortino | Volatility | Max DD | Beta | Fee / $10k |
|---|---|---|---|---|---|---|
| EQL | 1.19 | 1.73 | 9.8% | −6.2% | 0.58 | $19 |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Sep 24, 2026 | Sep 29, 2026 | $0.18 |
| Jun 25, 2026 | Jun 30, 2026 | $0.0680 |
| Mar 26, 2026 | Mar 31, 2026 | $0.18 |
| Dec 24, 2025 | Dec 30, 2025 | $0.24 |
| Sep 25, 2025 | Sep 30, 2025 | $0.20 |
| Jun 25, 2025 | Jun 30, 2025 | $0.19 |
| Mar 26, 2025 | Mar 31, 2025 | $0.51 |
| Dec 24, 2024 | Dec 27, 2024 | $0.67 |
| Sep 24, 2024 | Sep 27, 2024 | $0.59 |
| Jun 20, 2024 | Jun 25, 2024 | $0.49 |
| Mar 21, 2024 | Mar 26, 2024 | $0.48 |
| Dec 21, 2023 | Dec 27, 2023 | $0.62 |