#market-cap-weighting

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#retail-etfs #portfolio-construction #equal-weighting #mega-cap-retail #total-us-stock-market #index-funds
from24/7 Wall St.
3 days ago

RTH Owns Amazon and Walmart. XRT Owns Everything Else. That 12% Gap in 2026 Is No Accident

RTH holds roughly 25 retail names and weights them by market capitalization. That means Amazon ( NASDAQ:AMZN | AMZ N Price Prediction), with a market cap of $2.9 trillion, plus Walmart ( NYSE:WMT) at roughly $1.06 trillion, dominate the portfolio. RTH is really a concentrated bet on mega-cap consumer platforms. Owning RTH means importing Amazon's AWS thesis into a retail allocation, because AWS posted 28% growth in Q1 2026, its fastest pace in 15 quarters, and that engine moves the fund.
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Venture
from24/7 Wall St.
1 week ago

VTSAX Returns 300% in a Decade While Most Managed Funds Fall Behind

VTSAX provides broad, market-cap-weighted U.S. equity exposure at a very low cost, delivering strong long-term returns without active management.
Business
from24/7 Wall St.
3 weeks ago

SMH Was the One of the Best-Performing Non-Leveraged ETFs of the Last Decade. Here Is the Concentration Risk Investors Miss

The VanEck Semiconductor ETF (SMH) has delivered exceptional returns but carries significant concentration risk due to its market-cap-weighted structure.
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from24/7 Wall St.
1 month ago

4 ETFs That Beat the S&P 500 by Ignoring Market Cap Entirely

Market-cap weighting overemphasizes expensive stocks; alternative ETFs use fundamental data for better portfolio balance based on economic reality.
Business
from24/7 Wall St.
4 months ago

Better Buy: Comparing the SPY and EQL ETF

Equal-sector EQL offers balanced exposure across eleven S&P 500 sectors while market-cap SPY concentrates heavily in technology, trading potential outperformance for broader sector diversification.
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