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
FBT 52.212%
JO 46.959%
GRN 46.281%
XBI 46.190%
SMIN 45.487%
CAFE 45.065%
ASHR 44.688%
ZROZ 44.398%
SCIN 43.262%
KBA 42.966%
INCO 41.859%
Sector Symbol Performance
Healthcare FBT 52.212%
Technology PSI 33.422%
Financial REZ 32.130%
Utilities IDU 23.502%
Industrial IYT 22.418%
Consumer Noncyclical FXG 19.994%
Energy EMLP 18.731%
Consumer Cyclical RTH 16.187%
Telecommunications PXQ 10.984%
Basic Materials RTM 5.957%

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