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
EEH 162.511%
JO 67.604%
CAFE 62.219%
SMIN 45.848%
SCIN 41.116%
SCIF 40.536%
INCO 40.113%
FBT 37.352%
ZROZ 31.349%
PBE 30.580%
EDV 28.703%
Sector Symbol Performance
Healthcare FBT 37.352%
Financial REZ 23.432%
Energy MLPX 17.487%
Utilities RYU 17.357%
Industrial IYT 15.186%
Technology SMH 15.154%
Consumer Noncyclical FXG 10.039%
Basic Materials JJU 7.296%
Consumer Cyclical RTH 4.125%
Telecommunications VOX 2.271%

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