equal vs market cap weighted

2023 Midyear Review of Index ETFs and Smart Beta Strategies

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Approaching 2023, the experts were in near unanimity that the fourth quarter of 2022 was little more than a dead cat bounce and that once the inevitable recession hit, the bear market would quickly take the S&P 500 Index to new lows.  Instead, the first six months have seen the Nasdaq-100 ETF, Invesco QQQ rise … Read more

Cap-Weighted vs. Equally Weighted S&P 500 ETFs – Which is Better?

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By Herb Blank Research Affiliates and Dimensional Fund Advisors have been among the esteemed research and investment firms proclaiming that equally weighted portfolios will deliver superior performance to portfolios weighted by market capitalization also known as cap-weighted. This article explores to what extent that has been true in recent years. IVV is the iShares S&P … Read more