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
JO 63.733%
CAFE 56.569%
SCIF 47.760%
SCIN 42.309%
SMIN 40.433%
SILJ 40.039%
GLDX 39.000%
EGPT 36.213%
JJN 34.351%
INCO 32.903%
GDXJ 32.657%
Sector Symbol Performance
Basic Materials SILJ 40.039%
Healthcare FBT 25.817%
Energy MLPX 24.204%
Technology XSD 23.711%
Financial REZ 22.988%
Utilities RYU 15.239%
Industrial IYT 14.458%
Consumer Noncyclical FXG 9.563%
Telecommunications LTL 5.416%
Consumer Cyclical PEZ 4.710%

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