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Northern TrustLarge BlendNOEQ · NYSE Arca

Northern Trust US Equity ETF (NOEQ)

Price
$29.56
11 Sept 2026
Assets
$939.3M
Total net assets
Expense ratio
0.12%
Category 0.72%
Yield
Trailing distributions
3Y CAGR
Category 19.2%
5Y CAGR
Category 11.4%
Loading NAV history…
Northern Trust US Equity ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-0.6%+3.9%+17.0%
Large Blend average-1.7%2.7%14.8%12.0%15.6%19.2%11.4%14.1%14.5%
Difference+1.1%+1.2%+2.6%

Holdings

The 10 largest positions make up 63.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
SPYState Street® SPDR® S&P 500® ETF13.43%
VGTVanguard Information Technology ETF13.34%
GOOGAlphabet Inc Class C6.34%
MRKMerck & Co Inc5.48%
JNJJohnson & Johnson4.61%
AMZNAmazon.com Inc4.46%
XOMExxonMobil Holdings Corp4.38%
LLYEli Lilly and Co3.92%
CVXChevron Corp3.88%
XLCState Street® CommServSelSectSPDR®ETF3.81%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
25.9
P/B
5.5
P/S
3.7
P/CF
18.4

Sector allocation

Share of the equity the fund holds.

31.4%Technology11 sectors
  1. Technology31.4%
  2. Health care17.7%
  3. Communication services13.2%
  4. Industrials9.8%
  5. Energy9.4%
  6. Consumer discretionary7.8%
  7. Financial services7.2%
  8. Consumer staples1.8%
  9. Materials0.7%
  10. Utilities0.6%
  11. Real estate0.5%

Asset mix

  • Stocks99.9%
  • Cash0.1%
  • Other0.0%

Credit quality

Share of the bonds by rating.

  • US government0.1%

ETF details

Issuer
Northern Trust
Category
Equity · Large Blend
Ticker
NOEQ
Exchange
NYSE Arca
Inception
20 Mar 2026 (0.5 years)
Structure
Exchange Traded Fund
Expense ratio
0.12% (category 0.72%)
Holdings turnover
0% (category 95%)
Distribution yield
Beta, 3 years
0.00
Total net assets
$939.3M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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