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
SILJ 217.751%
SLVP 154.270%
SIL 145.597%
GLDX 135.545%
GDXJ 129.724%
RING 106.569%
GDX 96.574%
SGDM 93.244%
PSAU 97.957%
XME 72.843%
EPU 67.047%
Sector Symbol Performance
Basic Materials SILJ 217.751%
Energy KOL 67.200%
Financial KBWY.TR 27.783%
Technology PSI 24.693%
Utilities FIW 24.045%
Consumer Noncyclical PSCC 21.876%
Industrial AIRR 20.214%
Healthcare IHI 16.370%
Telecommunications VOX 12.752%
Consumer Cyclical BJK 10.558%
Financial Services FREL 10.208%

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