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
ASHS 35.736%
TAN 30.352%
KWT 21.865%
DBGR 21.848%
DXJH 20.906%
HEWG 20.824%
ICLN 20.145%
DXGE 19.596%
BBP 18.661%
HEDJ 18.519%
HEZU 17.879%
Sector Symbol Performance
Energy TAN 30.352%
Financial DXJH 20.906%
Healthcare BBP 18.661%
Technology XSD 10.272%
Consumer Cyclical IPD 8.428%
Industrial PKB 7.877%
Consumer Noncyclical IPS 7.141%
Basic Materials SOIL 6.238%
Telecommunications IST 4.268%
Utilities AMPS 2.491%
Financial Services FREL -3.445%

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