EQL vs VLU
Comparison between ALPS EQUAL SECTOR WEIGHT ETF (EQL, ETF) and STATE STREET(R) SPDR(R) S&P(R) 1500 VALUE TILT ETF (VLU, ETF).
5-Year PerformanceVLU has outperformed EQL, delivering a return of +11.8% compared to +10.4%
EQL vs VLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EQL
$696M
VLU
$693M
Expense Ratio
EQL
0.27%
Winner
VLU
0.12%
Max Drawdown
Winner
EQL
36.36%
VLU
37.91%
Sharpe Ratio
EQL
1.50
Winner
VLU
2.07
5Y Beta
Winner
EQL
0.70
VLU
0.79
P/E Ratio
EQL
N/A
VLU
21.70
Forward P/E
EQL
N/A
VLU
15.27
5Y Dividends CAGR
Winner
EQL
11.58%
VLU
8.76%
5Y EPS CAGR
EQL
N/A
VLU
13.73%
Debt to Equity
EQL
N/A
VLU
32.45%
P/S Ratio
EQL
N/A
VLU
1.37
P/B Ratio
EQL
N/A
VLU
2.66
EQL vs VLU - Holdings Comparison
EQL and VLU have 0 common holdings. Overlap is 0.00%
EQL's top 25 holdings weight is 100.02%. VLU's top 25 holdings weight is 30.78%.
| Rank | EQL | VLU |
|---|---|---|
| #1 | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 11.47% | AMAZON.COM INC (AMZN) - 2.94% |
| #2 | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 9.50% | EXXON MOBIL CORP (XOM) - 2.31% |
| #3 | STATE STREET REAL ESTATE SEL SECTSPDRETF (XLRE) - 9.26% | ALPHABET INC CLASS C (GOOG) - 1.97% |
| #4 | STATE STREET®MATSELSECTSPDR®ETF (XLB) - 9.17% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.84% |
| #5 | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 9.07% | WALMART INC (WMT) - 1.78% |
| #6 | STATE STREET®FINSELSECTSPDR®ETF (XLF) - 8.82% | VERIZON COMMUNICATIONS INC (VZ) - 1.72% |
| #7 | STATE STREET®CNSMRSTPSELSECTSPDR®ETF (XLP) - 8.76% | APPLE INC (AAPL) - 1.64% |
| #8 | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 8.72% | CHEVRON CORP (CVX) - 1.58% |
| #9 | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 8.62% | MICROSOFT CORP (MSFT) - 1.41% |
| #10 | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 8.51% | JPMORGAN CHASE & CO (JPM) - 1.31% |
| #11 | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 8.09% | BANK OF AMERICA CORP (BAC) - 1.30% |
| #12 | STATE STREET INSTL TRS PLS MMKT PREMIER (TPIXX) - 0.03% | META PLATFORMS INC CLASS A (META) - 1.01% |
| #13 | N/A | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #14 | N/A | ALPHABET INC CLASS A (GOOGL) - 0.92% |
| #15 | N/A | INTEL CORP (INTC) - 0.84% |
| #16 | N/A | COMCAST CORP CLASS A (CMCSA) - 0.84% |
| #17 | N/A | SANDISK CORP ORDINARY SHARES (SNDK) - 0.83% |
| #18 | N/A | CITIGROUP INC (C) - 0.81% |
| #19 | N/A | MICRON TECHNOLOGY INC (MU) - 0.80% |
| #20 | N/A | CVS HEALTH CORP (CVS) - 0.74% |
| #21 | N/A | AT&T INC (T) - 0.67% |
| #22 | N/A | BROADCOM INC (AVGO) - 0.67% |
| #23 | N/A | CONOCOPHILLIPS (COP) - 0.65% |
| #24 | N/A | NVIDIA CORP (NVDA) - 0.64% |
| #25 | N/A | THE GOLDMAN SACHS GROUP INC (GS) - 0.62% |
| Total Holdings | 12 | 1424 |
EQL vs VLU - Historical Returns
Returns include dividend reinvestment.
1M
EQL
+0.18%
Winner
VLU
+1.94%
3M
EQL
+2.51%
Winner
VLU
+7.33%
6M
EQL
+8.91%
Winner
VLU
+12.99%
1Y
EQL
+19.47%
Winner
VLU
+29.65%
5Y(CAGR)
EQL
+10.44%
Winner
VLU
+11.81%
10Y(CAGR)
EQL
+12.40%
Winner
VLU
+13.95%
Max(CAGR)
EQL
+13.60%
Winner
VLU
+13.71%
EQL vs VLU - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | EQL | VLU |
|---|---|---|
| 2026 | +7.96% | +11.77% |
| 2025 | +13.32% | +16.93% |
| 2024 | +16.33% | +17.18% |
| 2023 | +17.25% | +17.26% |
| 2022 | -10.83% | -9.01% |
| 2021 | +31.31% | +32.52% |
| 2020 | +10.55% | +9.22% |
| 2019 | +27.93% | +25.72% |
| 2018 | -6.48% | -7.87% |
| 2017 | +17.71% | +16.99% |
| 2016 | +14.59% | +18.60% |
| 2015 | -1.15% | -0.88% |
| 2014 | +14.14% | +14.49% |
| 2013 | +27.40% | +34.60% |
| 2012 | +12.86% | +2.14% |
| 2011 | +1.53% | N/A |
| 2010 | +13.63% | N/A |
| 2009 | +28.94% | N/A |
EQL vs VLU Drawdown Comparison
The maximum drawdown for EQL was -35.65%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The maximum drawdown for VLU was -37.36%, occurring on Mar 23, 2020. Recovery took 193 trading sessions.
The current EQL drawdown is -1.22%. The current VLU drawdown is -1.15%.
| Rank | EQL | VLU |
|---|---|---|
| #1 | -35.65% Feb 19, 2020 - Sep 2, 2020 | -37.36% Feb 12, 2020 - Nov 16, 2020 |
| #2 | -19.23% Mar 29, 2022 - Jul 25, 2023 | -20.21% Sep 24, 2018 - Oct 25, 2019 |
| #3 | -18.66% Jul 7, 2011 - Feb 7, 2012 | -19.56% Jan 11, 2022 - Jul 28, 2023 |
| #4 | -17.43% Sep 21, 2018 - Apr 2, 2019 | -16.23% Feb 19, 2025 - Jul 1, 2025 |
| #5 | -15.34% Apr 23, 2010 - Nov 4, 2010 | -15.95% May 19, 2015 - Jul 25, 2016 |
| #6 | -15.08% Nov 29, 2024 - Jun 30, 2025 | -10.57% Jan 26, 2018 - Aug 21, 2018 |
| #7 | -13.01% May 21, 2015 - Apr 19, 2016 | -10.55% Jul 31, 2023 - Dec 11, 2023 |
| #8 | -10.32% Jul 31, 2023 - Dec 13, 2023 | -7.43% Sep 4, 2014 - Nov 5, 2014 |
| #9 | -9.49% Jan 26, 2018 - Aug 20, 2018 | -6.63% Jan 15, 2014 - Feb 24, 2014 |
| #10 | -9.02% Apr 2, 2012 - Aug 8, 2012 | -6.34% Feb 11, 2026 - Apr 14, 2026 |
| #11 | -8.66% Jan 4, 2022 - Mar 29, 2022 | -6.21% Nov 29, 2024 - Feb 19, 2025 |
| #12 | -8.32% Jan 19, 2010 - Mar 16, 2010 | -5.99% Jul 17, 2024 - Aug 23, 2024 |
| #13 | -8.22% Sep 2, 2020 - Nov 9, 2020 | -5.76% Nov 8, 2021 - Dec 27, 2021 |
| #14 | -6.99% Oct 18, 2012 - Jan 2, 2013 | -5.32% Oct 31, 2012 - Dec 11, 2012 |
| #15 | -6.90% Sep 19, 2014 - Oct 31, 2014 | -5.16% May 31, 2013 - Jul 9, 2013 |
Correlation
Correlation between EQL and VLU is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2009 - 2026)
EQL vs VLU dividend yield comparison.
| Year | EQL | VLU |
|---|---|---|
| 2026 | 0.37% | 0.39% |
| 2025 | 1.73% | 1.82% |
| 2024 | 1.78% | 2.00% |
| 2023 | 1.96% | 2.02% |
| 2022 | 2.14% | 2.16% |
| 2021 | 1.69% | 1.86% |
| 2020 | 2.29% | 1.98% |
| 2019 | 1.95% | 2.19% |
| 2018 | 2.39% | 2.57% |
| 2017 | 1.97% | 1.96% |
| 2016 | 2.89% | 2.14% |
| 2015 | 2.07% | 6.37% |
| 2014 | 1.68% | 5.42% |
| 2013 | 1.55% | 3.41% |
| 2012 | 2.09% | 0.55% |
| 2011 | 1.87% | 0.00% |
| 2010 | 1.72% | 0.00% |
| 2009 | 1.00% | 0.00% |
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