EQWL vs VTEC
Comparison between INVESCO S&P 100 EQUAL WEIGHT ETF (EQWL, ETF) and VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF ETF SHARES (VTEC, ETF).
EQWL vs VTEC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EQWL
$2.60B
VTEC
$2.60B
Expense Ratio
EQWL
0.25%
Winner
VTEC
0.06%
Max Drawdown
EQWL
50.05%
Winner
VTEC
5.70%
Sharpe Ratio
Winner
EQWL
1.50
VTEC
0.92
5Y Beta
EQWL
0.77
Winner
VTEC
0.04
P/E Ratio
EQWL
24.41
VTEC
N/A
Forward P/E
EQWL
18.87
VTEC
N/A
PEG Ratio
EQWL
0.52
VTEC
N/A
5Y Dividends CAGR
EQWL
7.91%
VTEC
N/A
5Y EPS CAGR
EQWL
13.16%
VTEC
N/A
Debt to Equity
EQWL
75.88%
VTEC
N/A
P/S Ratio
EQWL
2.87
VTEC
N/A
P/B Ratio
EQWL
4.39
VTEC
N/A
EQWL vs VTEC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EQWL
+2.88%
VTEC
+0.64%
3M
Winner
EQWL
+10.11%
VTEC
+0.87%
6M
Winner
EQWL
+9.16%
VTEC
+1.53%
1Y
Winner
EQWL
+20.70%
VTEC
+6.20%
5Y(CAGR)
EQWL
+11.87%
VTEC
N/A
10Y(CAGR)
EQWL
+14.69%
VTEC
N/A
Max(CAGR)
Winner
EQWL
+10.75%
VTEC
+2.70%
EQWL vs VTEC - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | EQWL | VTEC |
|---|---|---|
| 2026 | +9.02% | +0.95% |
| 2025 | +17.96% | +3.86% |
| 2024 | +18.86% | +1.42% |
| 2023 | +19.22% | N/A |
| 2022 | -11.98% | N/A |
| 2021 | +29.98% | N/A |
| 2020 | +13.02% | N/A |
| 2019 | +29.24% | N/A |
| 2018 | -6.49% | N/A |
| 2017 | +23.46% | N/A |
| 2016 | +15.52% | N/A |
| 2015 | -1.56% | N/A |
| 2014 | +16.02% | N/A |
| 2013 | +32.97% | N/A |
| 2012 | +10.13% | N/A |
| 2011 | +2.17% | N/A |
| 2010 | +12.49% | N/A |
| 2009 | +16.54% | N/A |
| 2008 | -32.23% | N/A |
| 2007 | +10.04% | N/A |
| 2006 | +2.55% | N/A |
EQWL vs VTEC Drawdown Comparison
The maximum drawdown for EQWL was -49.37%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for VTEC was -4.50%, occurring on Apr 8, 2025. Recovery took 190 trading sessions.
The current EQWL drawdown is -0.19%. The current VTEC drawdown is -0.81%.
| Rank | EQWL | VTEC |
|---|---|---|
| #1 | -49.37% Oct 12, 2007 - Mar 15, 2012 | -4.50% Dec 2, 2024 - Sep 8, 2025 |
| #2 | -34.29% Feb 12, 2020 - Sep 2, 2020 | -2.85% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -23.00% Jan 4, 2022 - Dec 11, 2023 | -2.43% Feb 1, 2024 - Aug 1, 2024 |
| #4 | -18.06% Sep 21, 2018 - Apr 8, 2019 | -2.13% Oct 1, 2024 - Dec 2, 2024 |
| #5 | -16.08% May 20, 2015 - Jun 6, 2016 | -0.79% Aug 6, 2024 - Sep 5, 2024 |
| #6 | -14.96% Feb 19, 2025 - Jun 10, 2025 | -0.47% Sep 17, 2025 - Oct 10, 2025 |
| #7 | -10.33% Jul 19, 2007 - Oct 1, 2007 | -0.44% Nov 26, 2025 - Dec 24, 2025 |
| #8 | -10.13% Jan 26, 2018 - Aug 27, 2018 | -0.42% Nov 11, 2025 - Nov 26, 2025 |
| #9 | -8.62% Sep 19, 2014 - Nov 5, 2014 | -0.34% Oct 29, 2025 - Nov 11, 2025 |
| #10 | -7.86% Sep 2, 2020 - Nov 9, 2020 | -0.31% Jan 14, 2026 - Jan 30, 2026 |
| #11 | -7.77% Feb 6, 2026 - Apr 30, 2026 | -0.16% Sep 27, 2024 - Oct 1, 2024 |
| #12 | -7.58% May 1, 2012 - Jul 19, 2012 | -0.12% Sep 10, 2024 - Sep 13, 2024 |
| #13 | -7.41% Oct 18, 2012 - Jan 3, 2013 | -0.11% Sep 17, 2024 - Sep 26, 2024 |
| #14 | -6.82% Apr 30, 2019 - Jun 20, 2019 | -0.10% Sep 8, 2025 - Sep 10, 2025 |
| #15 | -6.52% Jan 15, 2014 - Mar 4, 2014 | -0.09% Sep 11, 2025 - Sep 15, 2025 |
Correlation
Correlation between EQWL and VTEC is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2006 - 2026)
EQWL vs VTEC dividend yield comparison.
| Year | EQWL | VTEC |
|---|---|---|
| 2026 | 0.41% | 1.28% |
| 2025 | 1.67% | 3.13% |
| 2024 | 1.86% | 2.54% |
| 2023 | 1.97% | 0.00% |
| 2022 | 2.12% | 0.00% |
| 2021 | 1.65% | 0.00% |
| 2020 | 2.01% | 0.00% |
| 2019 | 2.04% | 0.00% |
| 2018 | 2.23% | 0.00% |
| 2017 | 1.27% | 0.00% |
| 2016 | 2.01% | 0.00% |
| 2015 | 2.03% | 0.00% |
| 2014 | 1.74% | 0.00% |
| 2013 | 1.61% | 0.00% |
| 2012 | 2.52% | 0.00% |
| 2011 | 2.18% | 0.00% |
| 2010 | 1.52% | 0.00% |
| 2009 | 1.42% | 0.00% |
| 2008 | 1.48% | 0.00% |
| 2007 | 0.92% | 0.00% |
| 2006 | 0.08% | 0.00% |
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