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
CNXT 45.089%
CHII 42.146%
TAN 40.762%
ASHS 39.880%
RSX 31.989%
KWT 31.352%
RBL 30.708%
ICLN 30.269%
ERUS 30.166%
CHIM 29.335%
SBIO 28.910%
Sector Symbol Performance
Energy TAN 40.762%
Basic Materials CHIM 29.335%
Healthcare SBIO 28.910%
Technology CQQQ 21.990%
Financial DXJH 18.583%
Industrial PXR 11.457%
Telecommunications LTL 11.246%
Consumer Cyclical CARZ 9.920%
Consumer Noncyclical IPS 9.659%
Utilities PIO 5.488%
Financial Services FREL -5.310%

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