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EQLvsIVEETF Comparison

ETF 1

EQL

ALPS Equal Sector Weight ETF

This fund is part of

US Large Cap

-1.35%

Full EQL fund page

VS

ETF 2

IVE

iShares S&P 500 Value ETF

This fund is part of

US Large Cap Value

+0.5%

Full IVE fund page

ALPS Equal Sector Weight ETF (EQL) belongs to the US Large Cap segment. iShares S&P 500 Value ETF (IVE) is part of the US Large Cap Value segment. EQL's top 3 sector exposures are Finance, Technology and Consumer Non-Cyclicals. In contrast, IVE's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. EQL is more expensive with a Total Expense Ratio (TER) of 0.26%, versus 0.18% for IVE. EQL is up 13.11% year-to-date (YTD) with +$134M in YTD flows. IVE performs better with 14.26% YTD performance, and -$3.21B in YTD flows. Run a side-by-side ETF comparison of EQL and IVE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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EQL vs IVE performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 10/22/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	EQL IVE	+1.68%+2.76%	+2.36%+4.19%	+13.11%+14.26%	+14.32%+17.01%	+67.74%+68.40%	+62.14%+71.70%
Flows	EQL IVE	+$19M-$173M	+$16M+$61M	+$134M-$3.21B	+$186M+$1.57B	+$283M+$10.46B	+$386M+$11.02B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	EQL IVE	+7.87%+8.19%	+9.31%+9.60%	+12.19%+12.30%	+14.60%+14.25%
Max drawdown	EQL IVE	-4.26%-3.93%	-6.12%-6.25%	-15.21%-17.56%	-19.34%-18.04%
Max drawdown duration	EQL IVE	67d47d	46d59d	208d263d	483d286d

Trading data

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	EQL	IVE
Last sale 10/23/2026 at 1:30 PM	$51.65	$238.12
Previous close 10/22/2026	$51.97	$239.47
Consolidated volume 10/22/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of September 30, 2026

1-year trailing difference

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	EQL	IVE
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 10/23/2026 at 1:30 PM

Live

Closed

	EQL	IVE
Last price	$51.65	$238.12
1D performance	-0.62%	-0.56%
AuM	$786.35 M	$50.69 B
E/R	0.26%	0.18%

Characteristics

	EQL	IVE
Management strategy	Passive	Passive
Provider	ALPS	iShares
Benchmark	VettaFi Modelist Equal Weight Sector 500 Index	S&P 500 Value Index
N° of holdings	499	436
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	July 6, 2009	May 22, 2000
ESG	No	No

More EQL data on Trackinsight

More IVE data on Trackinsight

Exposure

Countries

EQL

USA

95.79%

Other

4.21%

IVE

USA

95.69%

Other

4.31%

Sectors

EQL

Finance

18.06%

Technology

16.81%

Consumer Non-Cycl.

12.74%

Energy

9.66%

Healthcare

9.58%

Non-Energy Materi.

9.48%

Other

23.67%

IVE

Technology

20.05%

Finance

18.67%

Consumer Non-Cycl.

13.2%

Healthcare

12.52%

Industrials

9.25%

Energy

7.55%

Other

18.77%

Diversification

EQL

Total weight of top 15 holdings out of 15

29.62%

IVE

Total weight of top 15 holdings out of 15

28.69%

Top 15 holdings

Data as of August 31, 2026

EQL

Alphabet, Inc.

4.89%

Amazon.com, Inc.

3.67%

ExxonMobil Holdings Corp.

2.80%

NVIDIA Corp.

1.90%

Linde Plc

1.77%

Chevron Corp.

1.72%

Apple, Inc.

1.72%

Meta Platforms, Inc.

1.67%

Tesla, Inc.

1.55%

Eli Lilly & Co.

1.51%

Microsoft Corp.

1.38%

Walmart, Inc.

1.37%

Welltower, Inc.

1.32%

Costco Wholesale Corp.

1.25%

The Coca-Cola Co.

1.13%

IVE

Apple, Inc.

7.71%

Amazon.com, Inc.

3.96%

ExxonMobil Holdings Corp.

2.21%

Walmart, Inc.

1.52%

Intel Corp.

1.46%

Costco Wholesale Corp.

1.39%

Bank of America Corp.

1.34%

Tesla, Inc.

1.30%

Chevron Corp.

1.28%

Merck & Co., Inc.

1.21%

UnitedHealth Group, Inc.

1.17%

Procter & Gamble Co.

1.12%

The Home Depot, Inc.

1.08%

JPMorgan Chase & Co.

1.01%

Visa, Inc.

0.94%

Frequently asked questions about EQL and IVE

How have the EQL and IVE ETFs performed in 2026?

As of October 22, 2026, EQL is up 13.11% year-to-date (YTD), while IVE has returned 14.26%. That puts IVE better performer ahead so far this year.

Which ETF is attracting more investor money: EQL or IVE?

Year-to-date, the EQL ETF saw +$134M in flows, compared to -$3.21B for IVE.

Which ETF is more volatile: EQL or IVE?

Over the past year, EQL had a volatility of 9.31%, while IVE experienced 9.6%.

Which ETF is bigger: EQL or IVE?

As of October 22, 2026, EQL holds $786.35 M in assets under management (AUM), while IVE manages $50.69 B.

What sectors do the EQL and IVE ETFs invest in?

EQL leans toward sectors like Finance, Technology and Consumer Non-Cyclicals. Meanwhile, IVE focuses on Technology, Finance and Consumer Non-Cyclicals.

What are the top holdings of the EQL ETF and IVE ETF?

EQL top holdings include Alphabet, Inc., Amazon.com, Inc. and ExxonMobil Holdings Corp.. IVE holds in its top three: Apple, Inc., Amazon.com, Inc. and ExxonMobil Holdings Corp..

Which ETF is more diversified: EQL or IVE?

EQL holds 499 securities with 29.62% of its assets in the top 15. IVE has 439 securities and a top 15 weight of 28.69%.

Tony's ETF Buyers Guide: Equal-Weight ETFs

May 14, 2024

EQL

EQLvsIVEETF Comparison

ALPS Equal Sector Weight ETF

iShares S&P 500 Value ETF

EQL vs IVE performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the EQL and IVE ETFs performed in 2026?

As of October 22, 2026, EQL is up 13.11% year-to-date (YTD), while IVE has returned 14.26%. That puts IVE better performer ahead so far this year.

Which ETF is attracting more investor money: EQL or IVE?

Year-to-date, the EQL ETF saw +$134M in flows, compared to -$3.21B for IVE.

Which ETF is more volatile: EQL or IVE?

Over the past year, EQL had a volatility of 9.31%, while IVE experienced 9.6%.

Which ETF is bigger: EQL or IVE?

As of October 22, 2026, EQL holds $786.35 M in assets under management (AUM), while IVE manages $50.69 B.

What sectors do the EQL and IVE ETFs invest in?

EQL leans toward sectors like Finance, Technology and Consumer Non-Cyclicals. Meanwhile, IVE focuses on Technology, Finance and Consumer Non-Cyclicals.

What are the top holdings of the EQL ETF and IVE ETF?

EQL top holdings include Alphabet, Inc., Amazon.com, Inc. and ExxonMobil Holdings Corp.. IVE holds in its top three: Apple, Inc., Amazon.com, Inc. and ExxonMobil Holdings Corp..

Which ETF is more diversified: EQL or IVE?

EQL holds 499 securities with 29.62% of its assets in the top 15. IVE has 439 securities and a top 15 weight of 28.69%.

Tony's ETF Buyers Guide: Equal-Weight ETFs

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