Equal-weight funds offer similar long-term returns as cap-weighted but higher volatility and expense ratios. Equal-weight strategy avoids over-concentration in large cap stocks, reducing bias toward ...

When it comes to investing, two common methods of portfolio construction and index strategies are value-weighted and ...

Maybe you thought the stock market had moved on from what could be called the Year of the Magnificent Seven in 2023, when that group of companies dominated the performance of the S&P 500. But the ...

The rise of the "mega-caps" in recent years has caused a significant divergence in the performance of the S&P 500. The cap-weighted S&P 500 has posted a total return of just over 110% over the last ...

After a stellar last week for the market-weighted S&P 500, its counterpart is getting some love. The S&P 500 reached a record close on Friday, bolstered by a handful of growth technology names such as ...

A smart beta exchange traded fund, the Direxion NASDAQ100 Equal Weighted Index Shares (QQQE) debuted on 03/21/2012, and offers broad exposure to the Style Box - Large Cap Growth category of the market ...

After just a handful of mega-cap tech stocks drove returns of more than 20% in 2023, strategists say that in 2024, an ultraconcentrated rally could finally broaden to include the rest of the market ...

Equal-weight S&P 500 exchange-traded funds (ETFs) could be poised to have their day in the sun, and here's why. Profit and prosper with the best of expert advice on investing, taxes, retirement, ...

The S&P 500 is widely considered to be the best indicator of how the U.S. stock market is doing, and it's easy to understand why. After all, it contains 500 of the largest companies in the United ...

Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics.

A smart beta exchange traded fund, the Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) debuted on 03/21/2012, and offers broad exposure to the Style Box - Large Cap Growth category of the ...