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A merry & shrewd investing community |
Best Of MI | Best Of | Favourites & Replies | All Boards | Post of the Week! |
| Shrewd'm.com Merry shrewd investors Best Of MI | Best Of | Favourites & Replies | All Boards | Post of the Week! |
Compare Equal Weighted
Basic Fact and Performance
EQWL EUSA RSP QQQE EDOW
Name INVESCO ISHARES INVESCO DIREXION FIRST TRUST
S & P 100 MSCI USA S & P 500 NASDAQ-100 DOW 30
EQUAL WEIGHT EQUAL WEIGHT EQUAL WEIGHT EQUAL WEIGHT EQUAL WEIGHT
Issue type ETF ETF ETF ETF ETF
Market price $90.84 $86.34 $160.82 $84.04 $32.88
May-2-2024 May-2-2024 May-2-2024 May-2-2024 May-2-2024
Schedule K-1 No No No No No
Asset class U.S. Equity U.S. Equity U.S. Equity U.S. Equity U.S. Equity
Price performance (today) 0.06% 0.18% 0.10% 0.20% 0.18%
May-2-2024 May-2-2024 May-2-2024 May-2-2024 May-2-2024
Market total return (YTD) 8.92% 8.12% 7.78% 5.62% 6.08%
Mar-31-2024 Mar-31-2024 Mar-31-2024 Mar-31-2024 Mar-31-2024
Market total return (1 year) 24.11% 22.38% 19.09% 24.11% 18.84%
Mar-31-2024 Mar-31-2024 Mar-31-2024 Mar-31-2024 Mar-31-2024
Market total return (3 years) 10.26% 6.78% 7.89% 7.11% 7.18%
Mar-31-2024 Mar-31-2024 Mar-31-2024 Mar-31-2024 Mar-31-2024
Net expense ratio 0.25% 0.09% 0.20% 0.35% 0.50%
Aug-28-2023 Dec-29-2023 Aug-28-2023 Feb-28-2024 May-1-2023
Tracking error 3.7 6.31 6.27 7.45 5.6
Efficiency -- -- -- -- --
Concentration risk 10.94 2.19 2.25 12.6 34.82
GD_
Compare Equal Weighted
Basic Fact and Performance
RANKED BY 3-YR TR
EQWL RSP EDOW QQQE EUSA EQAL
Name INVESCO INVESCO FIRST TRUST DIREXION ISHARES INVESCO
S & P 100 S & P 500 DOW 30 NASDAQ-100 MSCI USA RUSSELL 1000
EQUAL WEIGHT EQUAL WEIGHT EQUAL WEIGHT EQUAL WEIGHT EQUAL WEIGHT EQUAL WEIGHT
Issue type ETF ETF ETF ETF ETF ETF
Market price $90.84 $160.82 $32.88 $84.04 $86.34 $44.04
May-2-2024 May-2-2024 May-2-2024 May-2-2024 May-2-2024 May-2-2024
Schedule K-1 No No No No No No
Asset class U.S. Equity U.S. Equity U.S. Equity U.S. Equity U.S. Equity U.S. Equity
Price performance (today) 0.06% 0.10% 0.18% 0.20% 0.18% 0.41%
May-2-2024 May-2-2024 May-2-2024 May-2-2024 May-2-2024 May-2-2024
Market total return (YTD) 8.92% 7.78% 6.08% 5.62% 8.12% 5.18%
Mar-31-2024 Mar-31-2024 Mar-31-2024 Mar-31-2024 Mar-31-2024 Mar-31-2024
Market total return (1 year) 24.11% 19.09% 18.84% 24.11% 22.38% 14.59%
Mar-31-2024 Mar-31-2024 Mar-31-2024 Mar-31-2024 Mar-31-2024 Mar-31-2024
Market total return (3 years) 10.26% 7.89% 7.18% 7.11% 6.78% 4.26%
Mar-31-2024 Mar-31-2024 Mar-31-2024 Mar-31-2024 Mar-31-2024 Mar-31-2024
Net expense ratio 0.25% 0.20% 0.50% 0.35% 0.09% 0.20%
Aug-28-2023 Aug-28-2023 May-1-2023 Feb-28-2024 Dec-29-2023 Dec-20-2023
Tracking error 3.7 6.27 5.6 7.45 6.31 7.53
Efficiency -- -- -- -- -- --
Concentration risk 10.94 2.25 34.82 12.6 2.19 5.39
GD_