ETF Resumé

RSPTicker Symbol

S&P 500 Index Equal Weight GuggenheimFund

  • Equal-Weight Works For These Sector ETFs

    08-12-2016 10:32 AM by Tom Lydon

    With smart or strategic beta exchange traded funds garnering so much attention (and plenty of assets, too), it is worth remembering that equal-weighting is one of the alternatives to traditional market capitalization-weighting that really kick-started the smart beta movement. ...

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  • ETFs Tracking Smaller Companies Gain Ground

    03-03-2016 04:50 PM by Tom Lydon

    As the equities markets rally off the February lows, small-cap stock exchange traded funds have sprinted ahead of their larger counterparts. Since the February 11 lows, theSPDR S&P 500 ETF (NYSEarca: SPY) gained 9.0% while the Guggenheim Equal S&P Weight ETF (NYSEarca:...

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  • Two Equal-Weight ETFs Complete Merger

    01-28-2016 07:00 AM by Tom Lydon

    Guggenheim, the eighth-largest issuer of exchange traded funds, completed the merger of the Guggenheim Russell 1000 Equal Weight ETF into the Guggenheim S&P 500 Equal Weight ETF (NYSEArca: RSP), the equal-weight answer to traditional S&P 500 ETFs, earlier this week. In...

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  • Changes Coming for Some Guggenheim ETFs

    11-19-2015 07:30 AM by Tom Lydon

    Guggenheim, the eighth-largest issuer of exchange traded funds, is unveiling some changes to its ETF lineup. Citing a filing with the Securities and Exchange Commission, reports Guggenheim S&P 500 Equal Weight ETF (NYSEArca: RSP), the equal-weight answer to traditi...

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  • Two Different S&P ETFs, Two Different Stories

    11-13-2015 01:30 PM by Remzi Gokmen

    The S&P 500 has endured a tumultuous year that bottomed with the late-summer sell-off but has rallied of late back toward its record-highs. ETFs that track the index have of course risen back with the index, but depending on the methodology they use to track it, results are v...

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  • The Warning Signs of Equal-Weight ETFs

    11-04-2015 12:00 PM by Gary Gordon

    I watch more football than I should. It may have something to do with the ability to see any game or any highlight on DirecTV in real time. Or perhaps there are few parenting responsibilities with my 19-year old daughter attending college 60 miles south of our Orange County home....

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  • Index ETF Investors Should Better Understand Their Benchmarks

    08-24-2015 03:43 PM by Tom Lydon

    Most exchange traded funds try to passively reflect the performance of an underlying index, and investors should take the time to understand how these underlying benchmarks affect their investments. For instance, as ETFs have grown more popular, the indexing industry has also ...

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  • Cap-Weighted ETFs are Trumping Equal-Weight Rivals This Year

    08-05-2015 08:20 AM by Tom Lydon

    Long heralded as advantageous due to their ability to mitigate single-stock risk, equal-weight exchange traded funds are trailing their cap-weighted rivals this year. In the essence of fairness, not all equal-weight ETFs are lagging their cap-weighted equivalents, but in terms...

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  • This Issuer has a Crazy Number of the Best ETFs

    07-23-2015 10:30 AM by Todd Shriber

    Bigger does not always mean better and that is certainly true in the exchange traded funds business. Not that Guggenheim Investments is small. As of July 21, the company was home to nearly $31 billion in ETF assets under management, making it the eighth-largest U.S. ETF issuer. ...

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  • Not All S&P 500 ETFs are the Same

    07-07-2015 08:00 AM by Todd Shriber

    The S&P 500 is the most widely followed equity benchmark in the world. As of early June, the S&P 500 had $7.8 trillion following it with $2.16 trillion of that coming by way of exchange traded funds, mutual funds and other investment products, according to S&P Dow Jon...

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  • A Cautious View on Mid-Cap ETFs

    05-07-2015 10:30 AM by Tom Lydon

    Middle-capitalization stocks and exchange traded funds have attracted greater interest over the years with their better risk-adjusted returns. However, investors may not want to overweight the asset category as valuations are looking pricey. There are a number of broad mid-cap...

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  • Where ETF Investors Have Been Putting All Their Money

    03-19-2015 10:00 AM by Tom Lydon

    The exchange traded fund industry has quickly accumulated over $2 trillion in assets under management, with investors piling into cheap broad market, smart-beta and some sector fund options. The Vanguard 500 Index (NYSEArca: VOO) was the fastest-growing ETF over the three year...

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  • Smart Beta ETFs Can Still Experience Short-Term Hiccups

    03-18-2015 10:30 AM by Tom Lydon

    Smart beta indexing is gaining traction in the exchange traded fund space as a strategy-driven investment that follows predetermined algorithms to potentially generate higher returns but that does not mean they can't trail broader markets over the short-term. Back-tested data ...

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  • Behind the Scenes With Some Alternatively Weighted ETFs

    10-22-2014 09:30 AM by Todd Shriber

    Despite the growth of smart or strategic beta exchange traded funds, the growth trajectory of these funds is undeniable. There were 335 such ETFs with nearly $300 billion in combined assets under management at the end of 2013, a number that has risen significantly this year an...

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  • Smart-Beta ETFs Require Some Due Diligence

    10-17-2014 11:00 AM by Tom Lydon

    Smart-beta, or strategic-beta, indexing strategies are an up-and-coming theme in the exchange traded fund space. However, the majority of retail investors don't know anything about smart-beta, revealing the greater need for education for the quickly evolving industry. Ben John...

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  • Election Prep and Equal-Weight Opportunity

    10-01-2014 10:30 AM by Todd Shriber

    Following a slump for U.S. stocks in September and a meager third-quarter return of just a third of a percent for the S&P 500, some investors may be leery of equities heading into October, a historically volatile month. However, it is worth remembering that 2014 is a mid-term...

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  • Strategic Thinking With Equal-Weight ETFs

    09-19-2014 01:37 PM by Todd Shriber

    The debate surrounding smart or strategic beta or alternative indexing is not limited to terminology. That debate has, well, sparked other debates, including whether or not equal-weight exchange traded funds fit the bill as smart or strategic beta offerings. Guggenheim Managin...

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  • Tactical Trend Following With ETFs

    09-12-2014 08:20 AM by Todd Shriber

    The merits of trend following have been debated by academics and market participants over the years, but by adding other evaluation tools, such as relative strength, trend following strategies can be enhanced. Cumberland Advisors employs a trend following strategy for exchange...

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  • S&P 500s Race Above 2,000 Lifts Cash for its ETFs

    08-27-2014 08:20 AM by Tom Lydon

    The S&P 500, the benchmark U.S. equity index, closed above 2,000 for the first time on Tuesday, about 16 and a half years after it first touched 1,000. With Tuesdays gain of 0.1%, the S&P 500 is up 1.1% over the past month, not a jaw-dropping performance but one that h...

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  • ETF Evaluation Tips

    07-21-2014 07:00 AM by Tom Lydon

    As the exchange traded fund universe expands, it is understandable that some fund providers may launch competing products that cover the same market segment. Consequently, new ETF investors will have to dig a little deeper to find their best fit. Beyond just comparing the name...

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  • S&P 500 Sector Weights Dispel Bubble Notions

    05-02-2014 01:47 PM by Todd Shriber

    The recent repudiation of some Internet and social media stocks has spurred speculation that the U.S. equity markets are on the cusp of a second technology bubble bursting this century. Sector weights for some marquee broad market exchange traded funds, including the SPDR S&am...

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  • Cap-Weighted, Smart Beta ETFs Can be Friends

    04-02-2014 01:57 PM by Todd Shriber

    The ascent of smart beta or intelligent index exchange traded funds is undeniable. One-quarter of exchange-traded fund (ETF) inflows in the first 11 months of 2013$41 billionwent into ETFs characterized as smart beta by Morningstar. Total assets in smart beta ETFs as of that p...

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  • A Look at the Workplace Equality ETF

    03-18-2014 09:00 AM by Tom Lydon

    Last month, ALPS rolled out the Workplace Equality Portfolio (NYSEArca: EQLT), a socially responsible spin on companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. On the surface, EQLT sounds like a hyper-focused niche ETF, but upon cl...

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  • March, April Could Bring More Upside for Equity ETFs

    02-27-2014 09:00 AM by Todd Shriber

    With the S&P 500 only modestly higher on the year and having traded lower in January, historically one of the best months for stocks, it would appear that U.S. equities are not obeying the seasonal trends offered by the best six-month period. That being November through the e...

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  • Pay Attention to the Equal Weight S&P 500 ETF

    02-27-2014 08:15 AM by Todd Shriber

    Among the alternative avenues for accessing the S&P 500, the Guggenheim S&P Equal Weight ETF (NYSEArca: RSP) is one of the sturdier options. Nearly 11 years old, RSP has a long enough track record to make comparisons to the market capitalization-weighted S&P 500 re...

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  • Equal Weight ETFs for Everyone

    01-31-2014 02:00 PM by Todd Shriber

    Last year, investors flocked to sector exchange traded funds with $35 billion flowing into such funds, bringing the total assets under management at sector ETFs to over $200 billion, according to S&P Capital IQ. Advisors and investors also embraced smart beta ETFs, many of...

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  • Another Smart Beta ETF Tops $1 Billion in Assets

    01-16-2014 10:00 AM by Tom Lydon

    The so-called smart beta or intelligent indexing phenomenon can claim another victory as one more non-cap weighted exchange traded fund has crossed the $1 billion in assets under management mark. The Guggenheim S&P 500 Pure Growth ETF (NYSEArca: RPG) is now a member of the...

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  • S&P 500 ETFs Open Doors to Facebook

    12-11-2013 06:27 PM by Tom Lydon

    Almost exactly a year after it was added to the Nasdaq 100 and as a result, the PowerShares QQQ (NasdaqGS: QQQ), Mark Zuckerbergs Facebook (NasdaqGM: FB) has gained entry to the S&P 500. After the close of U.S. markets Wednesday, Standard & Poors confirmed that Faceboo...

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  • A Quick Look at November Strength

    11-27-2013 07:00 AM by Todd Shriber

    With the start of December just days away, it is worth noting that numerous seasonal factors, most of them positive are at play. On a seasonal basis, this is a good time of the year in which to embrace exchange traded funds tracking several sectors, including consumer discreti...

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  • Leading Sectors Gain Ground in S&P 500

    11-26-2013 07:30 AM by Todd Shriber

    As a market capitalization weighted index, the S&P 500 (^GSPC) has undergone some noteworthy sector shifts over the years. For example, financial services spent significant time as the S&P 500s largest sector weight. Then financial crisis struck, punishing bank stocks ...

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  • Guggenheim to Lower Fees on Equal-Weight Sector ETFs

    11-22-2013 12:55 PM by Tom Lydon

    Guggenheim, the eighth-largest U.S. ETF issuer, plans to lower fees on its nine equal-weight sector ETFs, according to a regulatory filing. At a meeting held on November 14, 2013, at the recommendation of Security Investors, LLC (the Advisor), the investment adviser to the Fun...

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  • How Indexing Shapes Your ETF Investments

    11-12-2013 08:00 AM by Max Chen

    As an alternative to traditional market-cap weighted exchange traded funds, an equal-weight ETF has provided a simple and attractive investment strategy through disciplined indexing methodologies. ETF Trends Tom Lydon sat down with Craig Lazzara, global head of index investmen...

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  • Why Equal Weight ETFs Outperform Traditional Benchmarks

    10-22-2013 02:42 PM by Tom Lydon

    An equal-weight index exchange traded fund has consistently outperformed the broader S&P 500, capitalizing on smaller company exposure in the equal weighting methodology. The Guggenheim S&P 500 Equal-Weight ETF (NYSEArca: RSP) has generated an average annualized return...

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  • ETF Chart of the Day: S&P 500

    10-01-2013 01:00 PM by Paul Weisbruch, Street One Financial

    Recent options activity in the largest ETF in the U.S. landscape in terms of assets under management at $146 billion, SPY (SPDR S&P 500, Expense Ratio 0.09%) which has involved mostly notable upside year-end call buying gives us a quick opportunity to discuss S&P 500 Inde...

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  • What an Equal-Weight S&P 500 ETF Brings to the Table

    09-25-2013 03:40 PM by Tom Lydon

    Instead of making a bee-line to the SPDR S&P 500 ETF (NYSEArca: SPY) as the default exchange traded fund for S&P 500 index exposure, investors can also consider an outperforming equal-weight approach. The Guggenheim S&P 500 Equal-Weight ETF (NYSEArca: RSP) has gain...

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  • ETF Options to Track the S&P 500

    09-20-2013 12:27 PM by Tom Lydon

    The SPDR S&P 500 ETF (NYSEArca: SPY) is the largest and oldest exchange traded fund, but that doesn't mean you have to automatically look at this fund to track the S&P 500. Of the three ETFs that track the S&P 500 index and have a 10-year track record, SPY is the w...

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  • Steps to Work Out Your ETF 'Core'

    09-13-2013 11:43 AM by Tom Lydon

    While getting hyped about the next great investment idea and chasing after potentially lucrative plays can be fun, investors should remember to stick to the basics with core portfolio holdings. ETFs are great for working the core. "Without a solid core, you are doomed to under...

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  • ETF Developers Pause to Catch Breath

    08-16-2013 03:40 PM by Tom Lydon

    The exchange traded fund industry is moving through its adolescent growth spurt, but after pumping out almost 1,500 products, the industry is starting to slow down a bit. However, there are several sectors that continue to grow rapidly, such as bank loan ETFs and fundamentally we...

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  • Equal-Weight ETFs Outperform Broad Market Counterparts

    07-30-2013 12:57 PM by Tom Lydon

    Equal weight exchange traded funds have outperformed the broader markets while providing investors with a diversified exposure that reduces risk of overconcentration to a single holding. An equal weight strategy gives each stock in the index the same allocation - a mega giant ...

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  • Some Outperforming 'Smart-Beta' ETFs

    07-11-2013 02:33 PM by Tom Lydon

    Investors who are using exchange traded funds that track market-capitalization-weighted indices could be missing out as more fund sponsors engineer ETFs based on "enhanced," "smart-beta" or "intelligent" indices that mimic actively managed strategies. According to Cass Busines...

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  • 'Enhanced' Index ETFs That Are Outperforming the S&P 500

    07-07-2013 07:57 AM by Tom Lydon

    Instead of the tracking the S&P 500 through a traditional capitalization-weighted index exchange traded fund, investors can access the broad U.S. markets through "enhanced" or "smart-beta" index funds that try to mimic actively managed investment styles. These smart-beta E...

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  • An Equal-Weight ETF Approach to the S&P 500

    05-20-2013 12:53 PM by Tom Lydon

    I do the ETF of the Week for MarketWatch every Thursday on Chuck Jaffes MoneyLife Show where I highlight big movers and disappointments within the exchange traded fund market. Last Thursday, I focused on the Guggenheim S&P 500 Equal Weight ETF (NYSEArca: RSP). Instead of t...

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  • Equal-Weight ETF Consistently Outperforming S&P 500

    05-10-2013 08:47 AM by Tom Lydon

    Investors keep a close eye on the S&P 500 and the blue-chip benchmark has climbed to new all-time highs. However, an ETF tracking an equal-weighted version of the S&P 500 has consistently beaten the index, due in part to the outperformance of U.S. mid-cap stocks. Over ...

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  • The Ins and Outs of an Equal-Weighted ETF

    03-06-2013 12:40 PM by Tom Lydon

    Exchange traded funds typically track an index that is weighted by market capitalization, but some funds are led by an alternative method. The goal of an equal-weight strategy is to limit the amount of exposure a larger, more popular stock can contribute in an effort to limit ove...

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  • Why an Equal-Weight S&P 500 ETF is Outperforming

    02-14-2013 12:40 PM by Tom Lydon

    I do the ETF of the Week for MarketWatch every Thursday on Chuck Jaffes MoneyLife Show where I highlight big movers and disappointments within the exchange traded fund market. This week, I looked at the Guggenheim S&P 500 Equal Weight ETF (NYSEArca: RSP). RSP leans towa...

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  • Best ETFs for Equal-Weighted Strategies

    05-25-2012 06:00 AM by Tom Lydon

    The equal-weighted indexing strategy is a simple alternative to market-cap weighted indices and can be a good way to gain a tactical position within a portfolio. The equal weight strategy can be used in exchange traded funds and gives each stock the same weighting within th...

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  • How Equal-Weight ETFs Can Protect a Portfolio

    04-22-2012 06:00 AM by Tom Lydon

    As the tech stock Apple (NasdaqGS: AAPL) has passed the $600 billion market capitalization threshold, some investors may be questioning the vulnerability of the recent performance. Exchange traded funds taking on an equal-weight indexing approach could be an answer for those ques...

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  • Diversifying Away from Apple (AAPL) with Equal-Weight ETFs

    04-16-2012 02:22 PM by Tom Lydon

    Apple (NasdaqGS; AAPL) has been dominating the tech headlines, with good reason as it has the market cap and revenue to push around most of its peers. However, for the exchange traded fund investor who is worried about the heavy hand Apple is playing on their overall portfolio, i...

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  • Rydex|SGI ETFs Get Guggenheim Makeover

    03-01-2012 01:00 PM by Tom Lydon

    Guggenheim Investments is finalizing its acquisition of Rydex|SGI as the fund provider rebrands the legacy Rydex|SGI ETF line with its own moniker. According to a press release, as of March 1, 2012, the 27 Rydex|SGI ETFs will trade under the Guggenheim name, with the same tick...

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  • Why an Equal-Weight ETF is Outperforming in 2012

    02-29-2012 09:57 AM by John Spence

    The largest equal-weighted ETF is outperforming the S&P 500 this year thanks to the leadership of small-cap stocks in the rally. The $3.1 billion Rydex S&P 500 Equal Weight ETF (NYSEArca: RSP) is up 10.7% year to date, compared with a 9.5% gain for the S&P 500, acc...

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  • ETF Spotlight: Equal-Weight S&P 500

    12-06-2011 12:08 PM by Tom Lydon

    Much has been made of the "lost decade" in stocks with the S&P 500 suffering a pair of major sell-offs in the dot-com bubble bursting in 2008 followed by the more recent credit meltdown. However, an exchange traded fund that equal-weights the S&P 500 has held up much bett...

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  • ETF Chart of the Day: S&P 500 Equal Weight

    10-27-2011 02:29 PM by Paul Weisbruch, Street One Financial

    An exchange traded fund that has seen abnormal action this week is Rydex S&P 500 Equal Weight (NYSEArca: RSP). More than 10 million shares have traded in the past three sessions (with average daily volume in the ETF totaling 1.63 million shares) and the fund has taken in near...

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  • ETF Chart of the Day: Equal-Weighted Funds

    08-12-2011 10:03 AM by Paul Weisbruch, Street One Financial

    On the heels of performance and asset gathering success with Rydex Equal Weight S&P 500 (NYSEArca: RSP), with the fund returning 67.92% versus the S&P 500s 25.87% return since May of 2003 (the funds inception),Rydex|SGI launched a suite of equal weighted Russell index exc...

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  • Now What For S&P 500 ETFs After Rally?

    04-05-2011 10:00 AM by Tom Lydon

    The S&P 500 Index has roughly doubled from its credit-crisis low, but many small investors haven't bought into the historic rally in U.S. stocks. The S&P 500 is known as a barometer of U.S. economic health. The index has rallied about 97% and pulled stock exchange trad...

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  • Have You Considered The Equal-Weight ETF Style?

    03-10-2011 01:00 PM by Tom Lydon

    Most Index exchange traded funds (ETFs) hold specific weightings of underlying securities based on market capitalization. Market cap weighting has been the cornerstone of index construction - look at the Dow Jones Industrials and the S&P 500 Index. Today investors are warming...

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  • New ETF Equal Weights the World

    01-13-2011 01:00 AM by Tom Lydon

    Rydex has added another equal weight exchange traded fund (ETF) to its increasingly formidable lineup of funds that have the strategy. The Rydex MSCI All Country World Equal Weight ETF (NYSEArca: EWAC) tracks the equal-weighted MSCI All County World Index, which tracks more th...

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  • Rydex|SGI Offers More Options With Equal Weight ETFs

    11-30-2010 01:00 PM by Tom Lydon

    Rydex|SGI, the first company to provide equal-weight exchange traded funds (ETFs), will soon launch six new equal-weight ETFs to help provide core allocations for investor portfolios. Equal weight strategies can provide a more consistent long-term risk adjusted performance as...

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  • Why Equal Weight ETFs Are Beating the Market

    09-08-2010 01:00 PM by Tom Lydon

    Just as not all exchange traded funds (ETFs) are created alike, not all indexes are cut from the same cloth. The differences between indexing methods can have a real impact on your returns, so let's study up. Over the past year, ETFs using equal- and revenue-weighted methods a...

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  • S&P ETFs vs. S&P Mutual Funds

    08-27-2010 06:00 AM by Tom Lydon

    The S&P 500 is one of the world's leading benchmarks, and one of the broadest indicators of the strength of the U.S. economy and corporate America. There are exchange traded funds (ETFs) and mutual funds that track the index. Who does it better? Generally, the two primary ...

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  • S&P 500 ETFs: The Most American of All?

    07-04-2010 01:00 AM by Tom Lydon

    The S&P 500 is the markets barometer for the top 500 U.S.-listed stocks trading. For the Fourth of July, why not take a moment to think about investing in your country's well-being and capitalistic pride? That is, when the trend returns. The S&P 500 index is a good way...

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  • How to Play the S&P 500 With ETFs

    06-16-2010 12:00 PM by Tom Lydon

    There's more than one way to skin a cat, and there's more than one way to get exposure to one of the most widely followed benchmarks in the world using exchange traded funds (ETFs). The S&P 500 is the market's barometer for the top 500 U.S. listed stocks trading. The S&am...

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  • Tom Lydon Makes His Current ETF Picks on CNBC

    05-28-2010 09:12 AM by Tom Lydon

    Tom Lydon appeared on CNBC this morning to make his exchange traded fund (ETF) picks in the current market climate, as well as to discuss the CNBC Model Portfolios. Watch now to learn more!

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  • S&P 500 Equal Weight ETF Pulls Its Weight

    05-28-2010 06:00 AM by Tom Lydon

    Often, certain events in the market highlight alternative indexing strategies that go beyond price-weighting or market-cap weighting. In this case, one equal weight exchange traded fund (ETF) in particular is taking the spotlight. The Rydex S&P Equal Weight ETF (NYSEArca:...

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  • The S&P 500: One Index, Many ETF Plays

    04-30-2010 01:00 PM by Tom Lydon

    Whether you're a bear or a bull, the S&P 500 is one of the best indicators our economy has. Regardless of your views, there are several S&P 500 exchange traded funds (ETFs) that can help accomplish different goals. There is no telling what the markets are going to do ...

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  • Rydex Tightens Belt; Closes Several Inverse/Leveraged ETFs

    04-26-2010 12:00 PM by Tom Lydon

    Rydex|SGI recently announced they are calling it quits for twelve of their leveraged exchange traded funds (ETFs). But that doesn't mean they're not bullish about their ETF business as a whole. Rydex is pulling the plug on 12 out of 14 leveraged ETFs which have failed to attr...

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  • Which ETF Indexing Strategy Is Best For You?

    01-21-2010 12:00 PM by Tom Lydon

    How an exchange traded fund's (ETF's) underlying index is constructed is not an insignificant piece of information. An index's methodology determines how the fund moves, the companies it tracks, how heavily they're weighted and, overall, the performance of the fund. There...

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