With nearly 20 years of history since its December 2006 inception, EQWL has delivered impressive results. The ETF returned 271% over the past decade compared to 234% for the market-cap weighted SPDR S&P 500 ETF Trust (NYSEARCA:SPY), a 37 percentage point advantage. More recently, EQWL gained 18.84% over the past year versus 17.34% for SPY, and it's up 1.07% in early 2026 while SPY has gained just 0.85%. The strategy works by rebalancing quarterly, systematically trimming winners and adding to laggards. This ...

bigjom jom / Shutterstock.com Quick Read EQWL returned 271% over the past decade versus 234% for SPY by rebalancing quarterly to maintain equal 1% weights. The top seven stocks account for roughly a third of the S&P 500 at the start of 2026. Small caps gained 2.67% year-to-date while tech-heavy QQQ posted only 0.60%. Have You read The New Report Shaking Up Retirement Plans? Americans are answering three questions and many are realizing they can retire earlier than expected. The S&P 500 has a c ...