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Seasonality with Equal Weight

Seasonality with Equal Weight

Historically the broad market has performed better in the November – April period versus the May-October period. That phenomenon is behind the well-known trading adage “Sell in May and Go Away” (or “Seasonal Rotation”) where investors own the broad market in the winter/spring and transition to cash in the summer/fall. Learn how seasonal rotation has worked over the past ten years for a move to cash, bonds and defensive sectors for both equal weight and cap-weight strategies.

Multi-Factor Investing – The Evolution of Factor Exposure

Multi-Factor Investing – The Evolution of Factor Exposure

While single factor strategies, such as value or quality, can provide outperformance in specific time periods, they are susceptible to periods of underperformance when the factor falls out of favor. A well-designed multi-factor strategy, which combines various factors with diverse return streams and correlations, may provide greater risk-adjusted return potential than relevant cap-weighted indexes or single factor approaches.

S&P Indices: Equal Weighting vs. Cap Weighting

Equal weight indices are comprised of the same constituents as their cap-weighted equivalents; however, as the name suggests, each component in the index has an equal weight. This may result in a more balanced allocation among components, rather than overweighting the largest companies based merely on capitalization. Discover the performance differences between a cap-weight and an equal weight approach to the S&P 500® Index and its sector exposures, as well as other popular S&P indices.

An Alternative Way to Get S&P 500 Index Exposure.

All Things Being Equal: An Alternative Way to Get S&P 500® Index Exposure.

Learn how an equal weight approach to investing in the S&P 500® Index may provide outperformance through the combination of balanced exposure to all stocks as well as a disciplined rebalance.

Equal Weight ETFs - A Strategic Beta Approach for Evolving Markets

As the financial markets have evolved over the last several years, many investors are seeking new ways to address risk and return. In this brochure, we look at how the equal weight approach seeks to capture attractive long-term equity performance by creating unbiased exposure to market risk factors and enhancing risk control.

Smart Beta - Understanding Smart Beta

Evolving as an alternative to more traditional market-cap strategies, “Smart Beta” seeks to provide attractive returns through opportunistic exposure.

Smart Beta - Equal Weight: A Simple Alternative

The equal weight approach severs the link between a stock’s price and its weight, offering the opportunity to potentially generate meaningful long-term performance.

Growing Opportunities in the Scarce Resource of Water

Explore how this crucial resource can be an investment opportunity through finding ways to reduce pollution, increase efficiencies and improve infrastructure. Learn more about Guggenheim S&P Global Water Index ETF (CGW).

Enhance Your Portfolio with Infrastructure

In today's low interest rate environment, infrastructure securities may offer attractive yield potential for investors seeking to enhance income. Explore the macrotrends that are driving growth in infrastructure and why a yield-weighted approach may offer attractive income and capital appreciation opportunities.

Mega-Cap Stocks for Uncertain Markets

During times of market stress, there’s typically a flight to quality. For stocks, quality is often associated with mega-cap stocks—the market’s most stable, well-known, and growing companies. The familiarity of these enormous companies can provide a reassurance to investors during volatile periods, but an underlying reason for their comfort is that these companies tend to outperform relative to smaller companies during periods of stress.

Pure Style ETFs - Uncovering the Purity of Style

Pure style indices seek to more clearly delineate between value and growth, with less overlap than traditional style indices. Explore why a “pure style” approach may help investors better identify the spread in value and growth performance across investment cycles.

RPG & RPV - Growth vs. Value? Choose Both

RPG & RPV - Growth vs. Value? Choose Both

Combining both growth and value may make choosing between styles unnecessary.

Modern Emerging Markets Scorecard

The top performing emerging markets countries rotate over time, so trying to guess which will be in favor in any given year is difficult and unlikely. This scorecard shows how 23 emerging markets countries have performed over the last ten years.

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