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 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
Sector Symbol Performance
Basic Materials SILJ 184.615%
Energy KOL 108.000%
Technology SMH 27.440%
Financial KBWY.TR 21.859%
Utilities FIW 21.521%
Industrial AIRR 19.776%
Consumer Noncyclical PSCC 16.412%
Healthcare IHI 15.488%
Telecommunications XTL 13.607%
Consumer Cyclical BJK 11.463%
Financial Services FREL 4.463%

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