In addition being the most widely-recognized stock benchmark in the world, the S&P 500 is also one of the most replicated. Hundreds of billions of dollars are invested in products that are designed to match the performance of the index, including dozens of mutual funds. Continue reading →
The S&P 500 Capital Expenditures Portfolio (CAPX) is the first ETF launched by Elkhorn, a firm founded by former PowerShares executive Ben Fulton in 2013. Elkhorn's first ETF offers a unique twist on exposure to large-cap U.S. stocks, replicating an index designed to include the companies with the highest "capex efficiency" from the S&P 500. Continue reading →
Equal weight strategies have become increasingly popular in the ETF world in recent years, with investors pouring billions into funds that institute a simple "twist" on traditional stock exposure. Led by the Guggenheim S&P 500 Equal Weight ETF (RSP), the results have generally been impressive; RSP has beaten the "simple" cap-weighted S&P 500 by nearly 150 basis points annually over the past decade. Continue reading →
