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 128.389%
JO 73.594%
CAFE 67.935%
SMIN 46.661%
SCIN 40.858%
INCO 39.486%
SCIF 39.306%
FBT 34.230%
ZROZ 32.795%
EDV 29.954%
INDY 28.711%
Sector Symbol Performance
Healthcare FBT 34.230%
Financial REZ 22.390%
Energy MLPX 17.954%
Utilities RYU 16.630%
Industrial IYT 15.171%
Technology SMH 15.060%
Consumer Noncyclical FXG 10.432%
Basic Materials GLDX 9.091%
Consumer Cyclical RTH 3.566%
Telecommunications VOX 3.084%

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