One important consideration for investors thinking about buying exchange-traded funds, or ETFs, is the fund's weighting methodology. Weighting is an important aspect of position sizing. It refers to ...
One of the most common and best pieces of investment advice is to invest in a low-cost S&P 500 index fund. These funds allow investors to participate in the long-term growth of the economy by ...
The S&P 500 Equal Weight Index has exhibited notable long-term outperformance compared to the market-cap-weighted S&P 500 - a phenomenon that has been researched over the years. The S&P/TSX 60 Equal ...
The historical capture ratios (Exhibit 2) show that the S&P 500 Revenue-Weighted Index has typically participated one-for-one in up markets, 1 while delivering significant outperformance during down ...
The S&P/TSX Composite Index (INDEXTSI:OSPTX) is the principal market measure for the Canadian equities market, and is calculated and managed by S&P Dow Jones Indices. The index, which was launched in ...
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 ...