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 ...

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 ...

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 ...

EQWL's equal-weight approach offers low valuation and moderate volatility but underperforms the S&P 500 index due to limited exposure to high-growth mega-cap tech stocks. The fund's large allocation ...

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 ...

Although investors spend a great deal of time on stock selection, academic research has shown that aggregate characteristics of a diversified portfolio or index are often the primary drivers of risk ...

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 ...