Changes Coming For Guggenheim Large-Cap ETFs

In one of my recent articles,1 I mentioned that a serious all-ETF portfolio needed to have at least one fund focused on U.S. large-caps. Which one? As of this writing, there are 121 ETFs that direct their attention to large-cap holdings, many focusing on the S&P 500, the Russell 1000 or any of the variants of those two basic indices.2

Is there a fund that could be said to be, in some meaningful sense, better than the others? Or, at least, is there some identifiable group of funds that seems to be - again, in some sense - better, from amongst which one could choose with a bit of confidence?

I propose to do a long-term project involving the comparison of large-cap ETFs. My goal will be to identify funds that have promise, while at the same time identifying funds that might not be as tempting as others. Each article will be restricted to a handful of funds that have something in common (issuer, index, methodology, weighting, etc.); over the course of the project, no doubt some funds will show up more than once.

In the end, it is not my expectation that there be one special fund that I hold up as the "winner," but that readers will have some cogent discussions that may help separate the wheat from the chaff. Hopefully, there will be some surprises along the way just to keep things interesting.

Along the way, I hope to develop some tools that will help in examining the group of large caps, and possibly help shed some light on other classes of funds, as well.3 The articles are intended, and expected, to be independent from one another, so readers need not feel that they have to commit to the whole series.4

The Guggenheim Large-Cap Funds

Guggenheim Funds Distributors, LLC currently offers five ETFs that focus on U.S. large caps:

  • Guggenheim Russell 1000 Equal Weight ETF (NYSEARCA:EWRI)
  • Guggenheim S&P Equal Weight ETF (NYSEARCA:RSP)
  • Guggenheim S&P 500 Pure Growth ETF (NYSEARCA:RPG)
  • Guggenheim S&P 500 Pure Value ETF (NYSEARCA:RPV)
  • Guggenheim Russell Top 50 ETF (NYSEARCA:XLG)
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Disclosure: I do not currently hold any of the funds mentioned, and do not have plans to purchase any in the near future.

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Alpha Stockman 5 years ago Member's comment

Very impressive. Though I'm a bit surprised by RPV on the list. Looking forward to more.

Kurt Benson 5 years ago Member's comment

Alpha Stockman, I own both $RPG and $RPV and they have done quite well for me.