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Examples
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Ms. Oey points out that the capitalization-weighted MSCI All Country World Index allocates about 42% of holdings to the U.S. and only 2% each to emerging economies like China and Brazil, whereas based on gross domestic product China is the second-largest global economy.
Mix-and-Match Countries Jane Hodges 2011
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This is a well-known, capitalization-weighted benchmark of about 1,000 large-cap stocks from developed markets across Europe and the Pacific Rim.
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Regaining Momentum From January 1990 through June 4, 2009, the equal-weighted S&P Equal Weight Index posted a 9.1% average annualized gain, including dividends, outperforming the capitalization-weighted S&P 500 index's 7.5% average yearly return, according to S&P.
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From 1964 through 2005, a total market dividend-weighted index of all U.S. stocks outperformed a capitalization-weighted total market index by 123 basis points a year and did so with lower volatility.
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Spreading the Risk To understand how traditional indexing favors larger stocks, consider that the 42 largest companies in the capitalization-weighted S&P 500 recently accounted for 50% of its market value.
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The capitalization-weighted ETF iShares Dow Jones US Energy -- where Exxon Mobil commands a 22% share -- has gained about 10%.
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According to my research, dividend-weighted indexes outperform capitalization-weighted indexes and are particularly valuable at withstanding bear markets.
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Like capitalization-weighted indexes, fundamental indexes involve no security analysis...
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Like capitalization-weighted indexes, fundamental indexes involve no security analysis but must be rebalanced periodically by purchasing more shares of firms whose price has gone down more than a fundamental metric, such as sales, and selling shares in those firms whose price has risen more than the fundamental metric.
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Meanwhile, the capitalization-weighted SPDR S&P 500 ETF has added 5.5% and the Vanguard 500 Index Fund has gained 5.7%.
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