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 209.467%
SLVP 155.968%
SIL 144.192%
GOEX 139.439%
GDXJ 133.576%
RING 104.562%
GDX 95.190%
PSAU 94.043%
SGDM 92.145%
KOL 82.880%
XME 74.916%
Sector Symbol Performance
Basic Materials SILJ 209.467%
Energy KOL 82.880%
Financial KBWY.TR 27.805%
Technology SOCL 26.371%
Utilities FIW 23.115%
Industrial AIRR 20.860%
Consumer Noncyclical PSCC 18.470%
Healthcare IHI 17.513%
Telecommunications XTL 16.311%
Consumer Cyclical BJK 12.594%
Financial Services FREL 10.163%

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