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
SILJ 224.655%
SLVP 158.541%
SIL 155.754%
GLDX 148.874%
GDXJ 138.365%
RING 122.810%
SGDM 114.611%
GDX 109.767%
PSAU 109.277%
XME 80.669%
EWZS 68.023%
Sector Symbol Performance
Basic Materials SILJ 224.655%
Energy KOL 64.000%
Telecommunications LTL 42.211%
Financial KBWY 24.204%
Utilities PUI 23.918%
Consumer Noncyclical PSCC 21.694%
Industrial EVX 18.742%
Technology SMH 16.329%
Healthcare IHI 14.868%
Financial Services FREL 13.831%
Consumer Cyclical PSCD 10.562%

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