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
CHAD 35.445%
SBIO 35.996%
DXJH 27.952%
BBP 28.216%
CNXT 22.319%
XBI 22.836%
PSCH 18.712%
MOM 16.214%
EIRL 15.771%
DXJF 17.208%
IBB 16.460%
Sector Symbol Performance
Healthcare SBIO 35.996%
Financial DXJF 17.208%
Technology FDN 12.818%
Industrial PKB 10.923%
Consumer Noncyclical PSL 8.932%
Energy FAN 7.178%
Consumer Cyclical ITB 6.646%
Telecommunications IST 3.789%
Basic Materials CROP 2.392%
Utilities CGW -4.277%
Financial Services FREL -12.518%

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