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
SBIO 52.583%
CNXT 51.406%
BBP 38.055%
ASHS 37.746%
XBI 36.995%
DXJH 31.552%
BBC 30.396%
DXJF 28.011%
IBB 26.102%
FBT 23.887%
CHAD 23.664%
Sector Symbol Performance
Healthcare SBIO 52.583%
Financial DXJH 31.552%
Technology FDN 18.085%
Energy FAN 12.880%
Industrial PKB 12.726%
Consumer Noncyclical PSL 11.622%
Consumer Cyclical XLY 11.185%
Basic Materials CROP 9.809%
Telecommunications IST 9.214%
Utilities CGW 1.004%
Financial Services FREL -8.512%

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