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TEQIT. Rowe Price Equity Income ETF

Grow my moneyGet income5y track recordRanked #759 of 1,650 in this goal

Seeks a high level of dividend income and long-term capital growth.

By T. Rowe Price · Launched 2020

Annual Cost

0.54%

#2,857 of 5,861 · average

Fund Size

$413M

#1,756 of 5,861 · large

Return (1Y)Goal

+24.5%

Track Record

5 years

#2,118 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,577+25.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

Factor

Dividend

What it actually holds

By weight

Concentration

Top 10 holdings = 19.1% of fundwell diversified

TOTALENERGIES SE
2.3%
SOUTHERN CO/THE
2.2%
NXP SEMICONDUCTORS NV
2.2%
METLIFE INC
1.9%
CONOCOPHILLIPS
1.9%
SCHWAB (CHARLES) CORP
1.8%
ALPHABET INC CL A
1.8%
CITIGROUP INC
1.7%
J.P. MORGAN CHASE & CO.
1.7%
STATE STREET INS US GO MM FD-IS
1.7%

Asset allocation

Stocks
100.1%

By sector

Financial Services
19.8%
Technology
15.2%
Healthcare
12.6%
Industrials
12.1%
Energy
10.2%
Communication
7.0%
Consumer Defensive
6.8%
Utilities
6.2%
Other
10.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
10.8%Moderate

Year-on-year price swings

Max drawdown
-17.8%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.90Decent risk-adjusted returns
Sortino (3Y)
1.30Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks a high level of dividend income and long-term capital growth.
Strategy
Actively manages a portfolio primarily invested in large-cap equity securities with a track record of paying dividends, employing a value approach to select undervalued companies with good prospects for capital appreciation and dividend growth.
Inception date
August 4, 2020
Fund family
T. Rowe Price

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Closet indexing
Warning

You're paying active fees for an index

This fund charges active-management prices while tracking its benchmark almost perfectly (a high R²). The metrics below show how little active management you're getting for that premium: low tracking error and a fee well above the passive peer median.

90.4%
TE
4.0%
Beta
0.97
Fee
5× 0.10%

Sources: Cremers & Petajisto (2009) · Amihud & Goyenko (2013) · ESMA (2016)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-08-04