"Over the past 15 years, 89.93% of large-cap funds underperformed the S&P 500. Shorten the time horizon, though, and that gap narrows a bit. Over a one-year period, underperformance improves to 78.78%."
"In 2026, three ETFs have done exactly that, according to data from Testfolio.io. These ETFs have almost nothing in common with each other, but together, they highlight a broader shift in the market."
"RSP flips that structure. Every quarter, each of the 500 companies is reset to a 0.2% weight, regardless of size. That has meaningful implications."
The SPIVA study reveals that 89.93% of large-cap funds underperformed the S&P 500 over 15 years, improving to 78.78% over one year. In 2026, three ETFs have outperformed the S&P 500, indicating a market shift as investors seek alternatives to mega-cap tech stocks. RSP, an ETF, offers a balanced approach by equal-weighting companies, reducing technology sector exposure from 33% to 14%, appealing to those wanting familiarity with the S&P 500 without heavy reliance on its largest companies.
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