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Forget Cap-Weighted Indexes: Why This Equal Weight Large-Cap ETF Belongs in Every Retirement Portfolio Instead
Yahoo Finance· 2026-03-10 17:30
Quick Read Invesco S&P 100 Equal Weight ETF (EQWL) returned 281% over the past decade versus iShares S&P 100 Index Fund (OEF) at 334%. EQWL is up 1.5% year-to-date while OEF is down 2.9%. Apple (AAPL), Microsoft (MSFT), and Nvidia (NVDA) represent 28% of OEF. Boeing (BA), Citigroup (C), and Visa (V) each hold roughly 1% in EQWL. Equal-weight rebalancing trims mega-cap winners quarterly and adds to laggards, providing diversification during tech downturns but capping upside during rallies. The analyst ...