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 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 169.430%
GLDX 128.424%
GDXJ 116.918%
SLVP 116.726%
SIL 113.992%
RING 108.394%
SGDM 95.287%
GDX 94.971%
PSAU 92.255%
XME 53.645%
EPU 46.729%
Sector Symbol Performance
Basic Materials SILJ 169.430%
Energy KOL 39.040%
Telecommunications LTL 22.768%
Utilities PUI 19.456%
Consumer Noncyclical PSCC 14.936%
Industrial EVX 12.827%
Financial KBWY 12.611%
Healthcare IHI 6.924%
Financial Services FREL 5.303%
Technology PSCT 4.453%
Consumer Cyclical PSCD 2.737%

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