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
SCIF 41.084%
SCIN 39.995%
SMIN 36.861%
EPOL 31.132%
EMQQ 30.342%
INXX 30.208%
KWEB 29.197%
PLND 29.060%
BRF 26.998%
EWZS 26.983%
ARKK 25.536%
Sector Symbol Performance
Technology FDN 24.667%
Healthcare BBH 22.922%
Real Estate FRI 21.023%
Basic Materials GDX 20.411%
Consumer Cyclical FXD 17.649%
Industrial EXI 14.053%
Financial BSV 13.739%
Energy DBE 13.456%
Utilities FIW 12.865%
Consumer Noncyclical FXG 10.710%
Telecommunications IXP 8.496%
Financial Services FREL 2.303%

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