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 55.991%
SCIF 54.227%
CAFE 51.940%
SILJ 46.183%
GLDX 45.455%
SCIN 43.501%
SMIN 41.968%
INXX 37.688%
GDXJ 36.329%
JJN 34.928%
NINI 34.516%
Sector Symbol Performance
Basic Materials SILJ 46.183%
Energy MLPX 22.734%
Financial REZ 20.771%
Healthcare FBT 20.266%
Technology XSD 19.506%
Industrial IYT 14.951%
Utilities RYU 14.844%
Consumer Noncyclical FXG 10.993%
Telecommunications VOX 6.080%
Consumer Cyclical PEZ 3.253%

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