IQ Engender Equality ETF (EQUL)
24.91
+0.12
(+0.49%)
USD |
NYSEARCA |
Jun 21, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.45% | 0.00% | 6.849M | 171.47 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.42% | 77.00% | 1.142M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks investment results that correspond (before fees and expenses) generally to the price and yield performance of its underlying index, the Solactive Equileap U.S. Select Gender Equality Index (the “underlying index”). The manager employs a “passive management” — or indexing — investment approach designed to track the performance of the underlying index, which was developed by Solactive A.G. (“Solactive” or the “index provider”) and Equileap. The underlying index is designed to track the U.S. large-, mid- and small-capitalization companies that have the highest Equileap Score. The fund is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Value |
Category Index | Russell 1000 Value TR USD |
Global Category Name | US Equity Large Cap Value |
YCharts Categorization | US Large Cap Value |
YCharts Benchmark | Russell 1000 Value Total Return (^RLVTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | IndexIQ |
Prospectus Benchmark Index | |
Solactive Equileap US Slc Gd Eqlt TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Greg Barrato | 2.61 yrs |
Francis Ok | 0.67 yrs |
Performance Versus Category
As of June 21, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of June 21, 2024.
Basic Info
Investment Strategy | |
The investment seeks investment results that correspond (before fees and expenses) generally to the price and yield performance of its underlying index, the Solactive Equileap U.S. Select Gender Equality Index (the “underlying index”). The manager employs a “passive management” — or indexing — investment approach designed to track the performance of the underlying index, which was developed by Solactive A.G. (“Solactive” or the “index provider”) and Equileap. The underlying index is designed to track the U.S. large-, mid- and small-capitalization companies that have the highest Equileap Score. The fund is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Value |
Category Index | Russell 1000 Value TR USD |
Global Category Name | US Equity Large Cap Value |
YCharts Categorization | US Large Cap Value |
YCharts Benchmark | Russell 1000 Value Total Return (^RLVTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | IndexIQ |
Prospectus Benchmark Index | |
Solactive Equileap US Slc Gd Eqlt TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Greg Barrato | 2.61 yrs |
Francis Ok | 0.67 yrs |