Revenue-weighted indices have historically exhibited lower price multiples than market-cap-weighted indices, which naturally allocate the largest weights to stocks with the highest share price ...

The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) has a concentration problem that keeps getting worse. The top 10 holdings in a cap-weighted S&P 500 fund now represent a historically outsized share of the ...

The one-year correlation between the S&P Equal Weight Index and S&P 500 has dropped to a record low of 79%, revealing extreme ...

The widely followed Standard & Poor’s 500 Index is the standard by which stock market performance in the U.S. is often measured, as it tracks 500 of the largest and most stable publicly traded ...

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 ...

RSP offers balanced S&P 500 exposure, reducing concentration risk but sacrificing upside from mega-cap growth, especially in tech-heavy rallies. Over the past five years, RSP has underperformed SPY by ...

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 ...