Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
EQWL (Invesco S&P 100 Equal Weight ETF) 9.48% 22.95% 20.06% 11.94% 14.48% 13.80% NA
Data as of 06/04/2026, Common starting date is 12/04/2006
More Performance Analytics Comparison
Name Start Date End Date
EQWL (Invesco S&P 100 Equal Weight ETF) 12/04/2006 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) 0.55 22.95 20.06 11.94 14.48 13.80 NA 9.48 17.61 19.11 19.49 -11.45 28.27 13.97 29.54 -6.28 24.40 13.31 -2.29 15.11 37.31 11.75 2.97 13.79 20.17 -33.35 9.23 1.34
Sharpe Ratio NA 2.06 1.34 0.64 0.77 NA NA 1.90 0.91 1.46 1.26 -0.61 2.34 0.41 2.33 -0.48 3.77 0.94 -0.15 1.52 3.46 1.02 0.14 0.80 0.89 -0.89 0.41 2.86
Standard Deviation(%) NA 10.38 12.96 14.97 16.84 NA NA 11.52 16.33 10.59 12.73 21.25 12.06 33.52 12.04 15.95 6.33 13.88 15.37 9.96 10.78 11.60 20.90 17.06 22.47 38.23 14.96 5.91
Draw Down(%) NA 7.76 14.95 22.98 34.29 NA NA 7.76 14.95 5.42 10.72 22.98 5.54 34.29 6.82 18.06 2.14 12.23 12.33 8.62 5.36 7.58 18.08 15.17 25.00 44.39 10.33 0.78
Yield(%) 0.00 1.85 2.41 2.18 3.51 4.68 3.72 0.45 1.93 2.17 2.30 1.82 2.10 2.22 2.58 2.05 1.55 2.27 1.95 1.98 2.10 2.71 2.17 1.68 1.64 0.99 1.00 0.08
Data as of 06/04/2026, Common starting date is 12/04/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EQWL (Invesco S&P 100 Equal Weight ETF) -8.19%
Jun 2007 – Jun 2010
-0.21%
May 2007 – May 2012
7.29%
May 2007 – May 2017
7.98%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EQWL (Invesco S&P 100 Equal Weight ETF) 23.72%
Dec 2018 – Dec 2021
20.60%
Feb 2009 – Feb 2014
15.96%
Sep 2011 – Sep 2021
14.83%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return