The S&P 500 Revenue-Weighted Index assigns company weights based on revenue rather than market capitalization. Read more here ...

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 ...

Anthony Battle is a CERTIFIED FINANCIAL PLANNER™ professional. He earned the Chartered Financial Consultant® designation for advanced financial planning, the Chartered Life Underwriter® designation ...

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 ...

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 ...

Designed to provide broad exposure to the Style Box - Large Cap Growth category of the market, the Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE) is a smart beta exchange traded fund launched ...

To say the technology sector is dominating the 2023 investment landscape is an understatement and the implications of the group’s impressive year-to-date run extend beyond sheer performance. Consider ...

Cap-weighted funds focus on large companies, impacting fund performance and risk. These funds often feature lower expense ratios due to minimal trading requirements. Consider your investment strategy ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Follow William Edwards Every time William publishes a story, you’ll get an alert straight to your ...

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 ...