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
CNXT 43.665%
SBIO 42.961%
XBI 34.249%
BBP 32.657%
BBC 31.543%
ASHS 31.426%
DXJF 24.624%
DXJH 24.468%
IBB 22.749%
FBT 21.143%
IHF 19.616%
Sector Symbol Performance
Healthcare SBIO 42.961%
Financial DXJF 24.624%
Technology HACK 16.157%
Energy GEX 11.041%
Basic Materials CROP 9.490%
Industrial PKB 9.485%
Consumer Cyclical PSCD 7.454%
Consumer Noncyclical PBJ 6.658%
Telecommunications PXQ 4.694%
Utilities PIO 0.740%
Financial Services FREL -10.783%

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