Fund vs Index1Fund vs Index2 Alpha-0.14-1.76 Beta1.000.93 R-Squared100.0092.63 Tracking Error0.024.67 Upside Capture10090 Downside Capture10097 1NYSE Equal Sector Weight Index - TR 2S&P 500 Index - TR Portfolio Sector Breakdown As of 01/15/2025 ...
The gross perfor- mance of equal-weight strategies falls behind that of the fundamental strategies largely because of the selection bias. The net performance is a ected by transaction costs that grow much faster with the size of assets for equal-weight strategies. 展开 ...
The makeup of an index weighted by market cap, on the other hand, is dictated, to a large extent, by share price momentum. When share prices for a company increase, the index retains the shares, automatically allocating more weight to the company within the index. A fund trading the inde...
Equal weight is a type of proportional measuring method that gives the same importance to each stock in a portfolio, index, orindex fund. So stocks of the smallest companies are given equal statistical significance, or weight, to the largest companies when it comes to evaluating the overall gro...
anice to have you 好有您[translate] ascope is installed 安装范围[translate] aIn an equally- weighted index fund, each stock is given equal weight regardless of its market capitalization. 不管它的市场资本化,在相等地被衡量的指数基金,每个股票被给相等的重量。[translate]...
S&P 500 Equal Weight ETFs An equal-weighted index is just as it sounds. Every stock in the index has the same weight, regardless of how large or small the company is. Therefore, even Apple will have the same weight as the smallest company that is aconstituentin the S&P 500. ...
However, the sheer number of tech companies in the Nasdaq ensures that even with this equal-weighting, the fund is heavily dependent on technology names. QQEW should be used by more long-term investors while traders should seek out the more liquid QQQ instead. QQQ has penny-wide spreads and...
Build Your Own Equal Weight Index Fund One of my investment accounts is atM1 Finance, because it allows me to construct my own equal weight index funds for free. (See my disclosure policyhereregarding my affiliation with M1.) M1 Finance is a free investment platform that lets you invest in...
Index TrackedNYSE Select Sector Equal Weight Index Analyst Report FA Report PDF ThisETFoffers exposure to the domestic equity market, but utilizes a unique methodology to access this asset class. Each sector of the economy receives an equal weight inEQL, a strategy that results in a drastically ...
Download BMO Equal Weight Industrials Index ETF stock data: historical ZIN stock prices from MarketWatch.