EQM Automation Index

EQM Smart Beta Franchise Index

An index to track the financial market performance of the
U.S. franchising sector, consistingly primarily of U.S. traded
companies that operate as business format franchises.

Rules Based Methodology

Rules Based
Methodology

Transparency Rules. The criteria is preset so that the index’s construction can clearly identify the most qualified companies suitable for inclusion.

Equally Weighted

Equally
Weighted

All things being equal. Favors undervalued stocks with the potential to rise in price and return to fair value.

Data-Driven Selection Process

Data-Driven
Selection Process

Good concepts need good data. An established framework to different exposures that align and supports the index’s specific strategy.

Index Characteristics and Exposure

Top Holdings

WINMARK CORP
DOMINO’S PIZZA INC
YUM! BRANDS INC
CHOICE HOTELS INTL INC
BRINKER INTERNATIONAL INC
PLANET FITNESS INC – CL A
JACK IN THE BOX INC
INTERCONTINENTAL HOTELS-ADR
VALVOLINE INC
WINGSTOP INC

Sector Weightings

EQM Smart Beta Franchise

Backtest Results

EQM Smart Beta Franchise Index
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