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
TAN 56.905%
QCLN 53.929%
GEX 40.942%
KWT 40.692%
PBW 33.088%
IAI 32.628%
KBWC 30.746%
KBWI 30.356%
BBH 29.832%
CSD 29.825%
XPH 29.154%
Sector Symbol Performance
Energy TAN 56.905%
Financial IAI 32.628%
Healthcare BBH 29.832%
Consumer Cyclical PBS 27.621%
Consumer Noncyclical PBJ 26.168%
Technology SOXX 25.423%
Industrial XAR 22.930%
Basic Materials PSCM 17.021%
Telecommunications VOX 13.755%
Utilities PSCU 12.517%

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