Tag Archives: equal weight
Big Tech, Breadth and Balance
U.S. equity markets have been whipsawed in the past few days, with initial optimism surrounding Big Tech earnings powering the S&P 500® to an intraday high, and subsequent disappointing reactions to earnings coupled with the Fed’s decision to hold rates steady leading to a sharp retreat for The 500®. The pullback in Tech and the…
Weighting in the Wings: Equal Weight in a Mega-Cap World
In today’s equity market, mega-cap stocks are not just influential—they have become a driving force shaping overall performance and strategic market dynamics.1 The increasing market dominance of the top 100 constituents, and the narrowing differential in cumulative weights of these names, in both the S&P Total Market Index (TMI)—which tracks the broad U.S. equity market—and…
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Tech Tonics
U.S. equities have staged a remarkable recovery in the past few months, shrugging off inflation concerns, trade tensions and geopolitical risks, all of which has culminated in multiple all-time highs. Meanwhile, the significant outperformance of the momentum factor, or the continued strength of winning stocks, coupled with the dominance of a few mega-cap companies, especially…
A Tale of Two Markets
After the volatility witnessed in early April, U.S. equities have staged a remarkable recovery over the past couple of weeks, with the S&P 500® up 1% YTD through May 15, 2025, reversing its 15% YTD decline through April 8, 2025. Thanks to optimism surrounding easing tariff tensions and strong Big Tech earnings, mega caps have…
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Examining Equal Weight Performance in Challenging Markets
How have the S&P 500 Equal Weight Index’s exposures influenced its performance over time and why could that matter in the current climate? S&P DJI’s Anu Ganti and Invesco’s Nick Kalivas explore the growing ecosystem and key performance drivers of the S&P 500 Equal Weight Index.
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Performance Insights: The S&P 500 Equal Weight ESG Index
Since its launch in July 2022 to year-end 2024, the S&P 500® Equal Weight ESG Index achieved a cumulative outperformance of 0.86% compared to its benchmark, the S&P 500 Equal Weight Index. Gaining insight into the factors behind this outperformance highlights important aspects of environmental, social and governance (ESG) attributes that function differently from those…
- Categories Sustainability
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- Sustainability
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A Balanced Approach: Inside the S&P 500 Equal Weight Index
How can an equal weight approach to U.S. equities help to address concerns around mega-cap concentration? S&P DJI’s Anu Ganti and CME Group’s Joe Hickey explore the S&P 500 Equal Weight Index’s historical performance trends and its potential applications for market participants seeking enhanced diversification.
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Equal Weight Indexing in Canadian Equities
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. Unlike the headline S&P 500, where larger companies exert a greater influence, the S&P 500 Equal Weight Index assigns the same weight to each of its constituents, regardless of their…
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Size, Momentum and Value
Burgeoning optimism surrounding impending potential Fed rate cuts and a rotation toward smaller-cap stocks in July may have been short-lived, as global market jitters led to the trouncing of stocks across the capitalization spectrum on Aug. 5, 2024. The S&P 500® plunged 3%, its largest daily decline in almost two years. Despite this recent pullback,…
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Expressing Views with Indices
Whether it’s growth vs. value, large vs. small, or Information Technology vs. the Utilities sector, there’s no shortage of opinions on where alpha can be uncovered. S&P DJI’s Ed Ware and Hamish Preston sit down with Astoria Advisors’ John Davi to explore how market participants are using indices to help them make more informed decisions…
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