S&P 500: Equal- Vs. Cap-Weighted ETFs

Published 06/22/2017, 10:54 AM
Updated 07/09/2023, 06:31 AM

When it comes to S&P 500 ETFs, they may be equal (comprised of the same stocks), yet they can vary when it comes to performance. Below compares the equal-weighted RSP to the cap-weighted SPY since the 2009 lows. Which ETF would you rather own, RSP or SPY?

Equal- (black) Vs. Cap-Weighted S&P 500 ETFs

RSP may own the same stocks at SPY, yet the performance is drastically different, due to how much of each stock each ETF owns. RSP has done much better since the lows in 2009, up almost 90% more than the S&P.

Below looks at the RSP/SPY ratio over the past 15 months.

RSP/SPY Ratio

The RSP/SPY ratio in the long term remains in an uptrend, as RSP has been much stronger than SPY. Yet during the last 6 months, that hasn't been the case, as the ratio peaked late last year at (1) and continues to create a series of lower highs inside new short-term falling channel (2). This week, the ratio is hitting the lowest level in the past year.

Historically, bulls want to see this ratio heading higher. The short-term weakness does not send a bearish message, it does send a message that the broad market is not as strong as a few big players in the index.

One ratio does not make a trend, please keep that in mind. Keep an eye on this ratio over the next couple of months, as it could send an important message to bulls or bears going forward.

Latest comments

Loading next article…
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2025 - Fusion Media Limited. All Rights Reserved.