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
EEH 145.678%
JO 62.212%
CAFE 58.611%
SMIN 55.641%
SCIF 52.334%
SCIN 52.283%
INCO 47.636%
FBT 43.394%
GRN 42.711%
INDY 36.112%
EPI 35.034%
Sector Symbol Performance
Healthcare FBT 43.394%
Financial REZ 27.621%
Technology SMH 26.609%
Industrial IYT 23.723%
Utilities RYU 22.036%
Energy MLPX 21.165%
Consumer Noncyclical FXG 17.330%
Consumer Cyclical RTH 12.901%
Basic Materials JJU 9.871%
Telecommunications PXQ 7.073%

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