Seeking Alpha

Fundamental Weighting For Long-Term Outperformance And Enhanced Diversification: The S&P 500 Revenue-Weighted Index

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 ...
Investopedia

NASDAQ-100 Equal Weighted Index: What It Is, How It Works

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

What’s in a name? Equal weighting in broad equity indices

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 ...
Seeking Alpha

EQWL: A Low-Valuation Equal-Weight ETF, Outperforming Peers But Lagging The S&P 500 Index

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 ...