IQ Engender Equality ETF (EQUL)
| Assets | $5.35M |
| Expense Ratio | 0.45% |
| PE Ratio | 13.70 |
| Shares Out | 250,000 |
| Dividend (ttm) | $0.33 |
| Dividend Yield | 1.54% |
| Ex-Dividend Date | Dec 16, 2022 |
| Payout Ratio | 20.34% |
| 1-Year Return | -2.59% |
| Volume | n/a |
| Open | 22.36 |
| Previous Close | 21.39 |
| Day's Range | 21.04 - 22.08 |
| 52-Week Low | 19.12 |
| 52-Week High | 23.92 |
| Beta | 0.95 |
| Holdings | 75 |
| Inception Date | Oct 21, 2021 |
About EQUL
The IQ Engender Equality ETF (EQUL) is an exchange-traded fund that mostly invests in large cap equity. The fund tracks an equal-weighted index of 75 large-cap US stocks with the highest gender diversity scores. Holdings are screened for various ESG factors. EQUL was launched on Oct 21, 2021 and is managed by IndexIQ.
Top 10 Holdings
17.41% of assets| Name | Symbol | Weight |
|---|---|---|
| Spotify Technology S.A. | SPOT | 2.31% |
| Meta Platforms, Inc. | META | 2.26% |
| Salesforce, Inc. | CRM | 1.97% |
| Uber Technologies, Inc. | UBER | 1.68% |
| Omnicom Group Inc. | OMC | 1.57% |
| Zoetis Inc. | ZTS | 1.56% |
| DoorDash, Inc. | DASH | 1.53% |
| Zillow Group, Inc. | Z | 1.52% |
| Target Corporation | TGT | 1.52% |
| Illumina, Inc. | ILMN | 1.49% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 16, 2022 | $0.0844 | Dec 22, 2022 |
| Sep 16, 2022 | $0.06849 | Sep 22, 2022 |
| Jun 17, 2022 | $0.0872 | Jun 24, 2022 |
| Mar 18, 2022 | $0.08965 | Mar 24, 2022 |
| Dec 20, 2021 | $0.07274 | Dec 27, 2021 |
News
Gender Equality Emerges as Viable Investment Strategy
Critics are happy and quick to point out that many environmental, social, and governance (ESG) investing strategies faltered last year, but they're also ignoring some of the bright spots in the ESG la...
Important Trend Highlights Viability of EQUL ETF
An increasing number of Black women are joining boards of directors at S&P 500 companies — a trend that could bode well for gender-lens investing. Among the reasons that gender-focused investing is ga...
Expect Gender Lens Investing to Gain Momentum This Year
Environmental, social, and governance (ESG) investing is rapidly evolving and much of that evolution includes an increased emphasis on social and governance issues.
Gender Lens Investing Came Into Focus in 2022
Among the variety of themes and trends emerging from the world of environmental, social, and governance (ESG) investing this year is the expansion of more nuanced themes, including climate awareness a...
EQUL Could Be in 2023 Spotlight as Gender Investing Focus Rises
Among the many themes advisors and investors will be paying attention to next year, continued adoption of environmental, social, and governance (ESG) investing products is sure to be on that list. Spe...
Evaluate EQUL for Sharper Focus on Governance
Environmental, social, and governance (ESG) investing long ago conquered environmental issues, leading to the creation of an array of dedicated climate and decarbonization exchange traded funds. More ...
Gender Lens Investing Supported by Strong Data
Gender lens investing is commanding more attention among asset allocators and retail investors. The good news is that this style is supported by compelling data.
Gender Investing Made Easier With EQUL
The evolution of environmental, social, and governance (ESG) investing is leading to derivative concepts, one of which is gender-driven, or gender lens, investing. In theory, the concept is easy to un...
EQUL Excellent Idea for Closing Gender Investing Gap
Gender investing is a relatively new phenomenon on the broader environmental, social, and governance (ESG) stage, but it is a credible avenue for investors looking to take proactive roles in terms of ...
Evaluate EQUL for Gender Investing Myth-Busting
Gender-focused or gender lens investing is garnering more attention. That's a positive, but there's also a need to demystify this investing style.
Evaluate EQUL for Gender Lens Investing
As the environmental, social, and governance (ESG) investing landscape expands, asset allocators, companies, and retail investors are paying more attention to socially responsible investing (SRI). SRI...
SEC Extends ESG Comment Deadline, EQUL Already Ahead
The Securities and Exchange Commission announced yesterday in a press release that it would be extending the comment period from the public for its regulation regarding climate disclosures that will b...
Companies Continue to Miss the Bar on Executive Representation
Women have been graduating from colleges and universities at an equal, if not greater, rate than men for the last 50 years, but only 6% of CEOs and 15% of CFOs in the U.S. are women, reports CNBC. Hea...
Target Is Boosting Black Women Entrepreneurs, EQUL Invests
The employment gap has only grown larger between men and women during the pandemic, with Black women hit particularly hard. Target is working to close that gap by providing diversity programs, start-u...
How to Invest in Diversity, Heart Health, and Good Causes
Regulation concerning ESG metrics reported by countries and utilized by funds is in the works in the U.S. For now, however, regulation remains nonexistent as the SEC ponders how to apply a regulatory ...
Judge Jackson's Confirmation Highlights Women's Struggles
Judge Ketanji Brown Jackson was confirmed Thursday as the next justice for the Supreme Court in a 53-47 vote in the Senate, reported the Wall Street Journal. Judge Jackson becomes just the sixth woman...
EQUL: An Equal-Weight Fund With an Impact
Volatility seems to be a predominant theme for markets so far in 2022, and advisors are pivoting their investments into a number of different strategies to help mitigate portfolio volatility for clien...
Pandemic Widens the Gender Gap, EQUL Pushes Back
The gender pay gap and focus on diversity at the executive level of companies have taken a more central role in recent years with the rise of funds focused on governance practices and the recognition ...
More Women in the Boardroom Equals a Better Business; EQUL Invests
The most recent corporate gender diversity survey by Moody's Investors Service found that 29% of corporate board seats in North American and Europe were held by women in 2022, a 5% increase over two y...
IndexIQ Adds 3 Dual Impact ETFs
The issuer launched three funds that will donate a portion of their management fees to various nonprofits.
New York Life Investments Expands Its Dual Impact Lineup With The Launch Of Three Thematic ETFs
NEW YORK, Oct. 21, 2021 /PRNewswire/ -- IndexIQ, a New York Life Investments company, today announced the expansion of its Dual Impact family of thematic investment strategies with the launch of three...