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 138.856%
GLDX 93.305%
SLVP 88.434%
SIL 83.036%
GDXJ 81.416%
RING 79.197%
GDX 67.857%
PSAU 66.809%
SGDM 66.300%
EPU 47.076%
XME 45.017%
Sector Symbol Performance
Basic Materials SILJ 138.856%
Energy KOL 27.042%
Telecommunications LTL 15.733%
Utilities FIW 15.550%
Consumer Noncyclical PSCC 14.226%
Industrial EVX 10.918%
Financial SDY 10.738%
Healthcare IHI 6.891%
Technology SMH 5.349%
Consumer Cyclical BJK 3.892%
Financial Services FREL 3.712%

AllETF Social