EVO Quality SMID Index

The EVO Quality SMID index measures the performance of US SMID Cap companies that exhibit highest composite scores based on quality with a low volatility tilt, value and momentum factor scores. The index is subject to sector, security weight and turnover constraints. The constituents are weighted by float market cap.

As September 6, 2024 Index Level 3-Month 6-Month 1-Year YTD
Price Return 14,672.7 1.4% 5.6% 23.8% 12.8%
Total Return 18,548.2 1.7% 6.2% 25.3% 13.7%
Net Total Return 17,322.1 1.6% 6.1% 24.9% 13.4%
Index Level 14,672.7
3-Month 1.4%
6-Month 5.6%
1-Year 23.8%
YTD 12.8%
Index Level 18,548.2
3-Month 1.7%
6-Month 6.2%
1-Year 25.3%
YTD 13.7%
Index Level 17,322.1
3-Month 1.6%
6-Month 6.1%
1-Year 24.9%
YTD 13.4%

As of September 6, 2024

Characteristics

Index Symbol (Price Return) EQCSMP
Index Symbol (Total Return) EQCSMT
Index Symbol (Net Total Return) EQCSMN
Number of Constituents 157
Market Capitalization $821 Billion
Adjusted Market Capitalization $753 Billion
Rebalancings Semi-Annual
Dividend Yield 1.19%

Composition

Top Index Constituents
As of September 7, 2024

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