A Closer Look at Indexing Equal Weight

S&P Dow Jones Indices
By Craig Lazzara of Indexology
A Division of S&P Global •

A look at the key drivers behind equal-weight’s historical outperformance vs. the benchmark and what happens when equal weight is combined with factors and/or ESG.

Cutout paper illustration representing scheme and Stocks inscription

Image Source: Pexels

How does indexing equal weight work in times of volatility and inflation? S&P DJI’s Craig Lazzara and Invesco’s Nick Kalivas discuss the key drivers behind equal-weight’s historical outperformance vs. the benchmark and what happens when equal weight is combined with factors and/or ESG.

Video Length: 00:06:30

Disclaimer:

See the full disclaimer for S&P Dow Jones Indices here.

STOCKS IN THIS ARTICLE

SPX
Track all markets on TradingView

More from this Author

The Anatomy Of Resilience: The S&P 500 Resilient Shareholder Yield Index

The Anatomy Of Resilience: The S&P 500 Resilient Shareholder Yield Index

S&P Dow Jones Indices •
Beyond Bitcoin – The Manager Perspective: Why Digital Asset Benchmarking Is Entering A New Era

Beyond Bitcoin – The Manager Perspective: Why Digital Asset Benchmarking Is Entering A New Era

S&P Dow Jones Indices •
Cashing In The Chips?

Cashing In The Chips?

S&P Dow Jones Indices •

Comments

Back to all articles