ETF Scorecard: June 2011
In this section of ETF Edge, we take a look at the monthly and year-to-date performances of various ETFs targeting the U.S. and international equity markets. In addition to segmenting ETFs by market capitalization, we also analyze the performance of funds implementing various weighting methodologies. Though the vast majority of equity ETF assets are in funds linked to cap-weighted indexes, investors have begun to examine the alternative weighting methodologies more closely. Often, the impact of the weighting methodology on bottom line returns can be significant, as demonstrated by the performance gaps in the adjacent table.
Equities across the board took a big hit during the month of May. Small-cap stocks were hit the hardest this past month while dividend-weighted funds were relatively the strongest performers. Mid caps continue to dominate in terms of performance and the group as a whole has returned over 9% year-to-date.
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