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Equal-weight S&P 500 funds outperform market-cap peers, crossing $100B milestone

By PulseAugur Editorial · [1 sources] ·

Equal-weight S&P 500 funds are outperforming their market-cap-weighted counterparts this year, with the Invesco S&P 500 Equal Weight ETF (RSP) surpassing 16% in returns and crossing $100 billion in assets. This outperformance is attributed to the equal-weighting strategy giving more influence to smaller companies and less to tech giants like NVIDIA, Microsoft, and Apple, which have recently underperformed the broader market. While the trend has boosted RSP's assets significantly, analysts suggest the fund still has room to grow before liquidity constraints become a major issue. AI

IMPACT Highlights how concentration in large-cap tech stocks impacts market-cap weighted index performance.

RANK_REASON Fund crosses $100B AUM milestone and demonstrates significant outperformance against a major index. [lever_c_demoted from significant: ic=1 ai=0.1]

Read on Fortune →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Equal-weight S&P 500 funds outperform market-cap peers, crossing $100B milestone

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4 / 100
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Fund crosses $100B AUM milestone and demonstrates significant outperformance against a major index. [lever_c_demoted from significant: ic=1 ai=0.1]
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COVERAGE [1]

  1. Fortune TIER_1 English(EN) · Sheryl Estrada ·

    Why ‘equal weight’ S&P 500 funds are having a moment—and are up almost 16% this year alone

    RSP has topped $100 billion in assets as it outpaces a cap-weighted S&#038;P 500 that's exposed when Big Tech stumbles.

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