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
JO 74.470%
CAFE 69.027%
GLDX 46.364%
SILJ 44.917%
SCIF 44.700%
SMIN 44.675%
SCIN 36.738%
GDXJ 33.977%
EGPT 31.670%
JJN 31.235%
NINI 30.490%
Sector Symbol Performance
Basic Materials GLDX 46.364%
Financial REZ 18.998%
Energy MLPX 17.341%
Healthcare FBT 17.245%
Technology SMH 14.919%
Utilities RYU 12.314%
Industrial IGF 10.889%
Telecommunications VOX 6.377%
Consumer Noncyclical FXG 5.721%
Consumer Cyclical IYC 0.750%

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