Same Sector, Different Weighting

Posted on 05/08/2012

In yesterday's article, we conducted a study and looked at how different sector ETFs have performed.  The performance differential between the equal weighted and cap weighted sectors is quite significant.  With that in mind, we thought we would provide you some ideas that are both cap-weighte dand equal-weighted.  In the tables below, we use the iShares line up for the cap-weighted version and Guggenheim lineup for the equal-weighted version.  One easy way to search for those is to use the Search box on AllETF.com and type in the keywords you're looking for such as "equal weight".  

We have written multiple articles in the past that explain how those two weighting methodologies are constructed and how they are different although they provide exposure to the same area of the marke.  The latest report was published on March 22 in the Tom Dorsey Blog.

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Symbol Performance
JO 94.562%
CAFE 85.664%
AGF 44.066%
JJN 32.200%
DPU 31.905%
NINI 30.729%
GRWN 30.694%
EGPT 30.451%
JJS 28.818%
UNG 27.308%
GAZ 26.988%
Sector Symbol Performance
Energy UNG 27.308%
Basic Materials GGGG 25.848%
Financial REZ 13.523%
Technology XSD 12.977%
Healthcare PPH 11.486%
Utilities XLU 11.483%
Industrial IGF 7.987%
Consumer Noncyclical PBJ 3.797%
Telecommunications XTL 1.374%
Consumer Cyclical CARZ 1.048%

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