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
CNXT 40.750%
DXJH 37.321%
SBIO 31.688%
ASHS 27.412%
FDN 24.837%
BBP 21.784%
PSCH 21.461%
PNQI 21.181%
MOM 21.128%
DXJS 19.382%
PKB 17.867%
Sector Symbol Performance
Healthcare DXJH 37.321%
Technology FDN 24.837%
Industrial PKB 17.867%
Financial DXJF 15.051%
Consumer Noncyclical PSL 13.820%
Consumer Cyclical XLY 12.918%
Basic Materials CROP 11.443%
Energy FAN 9.995%
Utilities PSCU 4.184%
Telecommunications PXQ 4.012%
Financial Services FREL -7.662%

AllETF Social