MarketPulse

equal-weight strategy

4 articles
The Motley FoolThe Motley Fool··Jonathan Ponciano

Darwin Wealth Dumps $3.5M QQEW Position as Equal-Weight Nasdaq ETF Lags S&P 500

Darwin Wealth Management sold $3.5M worth of underperforming QQEW shares in Q1 2026, citing 16-point S&P 500 underperformance and weak 5.2% annual returns.
QQEWportfolio rebalancingNasdaq 100
The Motley FoolThe Motley Fool··Andy Gould

XLP Crushes RSPS in Consumer Staples Showdown: Market-Cap Strategy Wins

Market-cap weighted XLP outperformed equal-weight RSPS by 29% over five years, delivering $1,198 vs. $931 returns on $1,000 invested while charging lower fees.
WMTCOSTPGXLPportfolio diversificationdividend yield
The Motley FoolThe Motley Fool··Dan Caplinger

Equal-Weight ETFs Offer Shield Against Concentration Risk in Market-Cap Strategies

Market-cap weighted ETFs like $SPY face concentration risk with top 5 stocks at 29% of assets. Equal-weight alternatives like $RSP provide better diversification across all holdings.
SPYNVDARSPFDXSMCIequal-weight strategyETF concentration risk
The Motley FoolThe Motley Fool··John Ballard

Consumer Staples ETFs Diverge on Cost Structure and Dividend Strategy

FSTA offers lower fees (0.08%) and higher returns via mega-cap concentration; RSPS provides higher dividends (2.5%) with equal-weight diversification but higher costs (0.40%).
WMTCOSTPGdividend yieldconcentration risk