The best S&P 500 ETF funds are the ones that own the same 500 stocks but at different proportions to beat this established index. Most mutual funds readjust their portfolios each year. Many of them do this in the month of December so they can attempt to outperform the index they are tracking on the next year. Even if one year’s performance is above the index, it will still be readjusted because the market is ever changing and anything that is stagnant will lose money.
The Revenue Shares Large Cap Fund (RWL) was one of these funds with their performance last year. This ETF had a return of 30.66% while the S&P 500 only had 26.47%. The volatility measures of this fund are a beta at 1.09 and a standard deviation of 19.88. The average trading volume is 39k. This is a large cap value blend fund with an expense ratio of 0.49%. This investment company’s strategy ranks the importance of the companies it invests in by their annual sales. The greater their sales, the more stock they purchase.
The Rydex S&P Equal Weight (RSP) also outperformed the S&P index with a return of 44.59%. The volatility measures for the past 3 years are a beta at 1.22, an R-squared at 95 and a standard deviation of 24.98. This fund has an average daily trading volume of 729k. This is a mid-size blend fund that has an expense ratio of 0.40%. The investment strategy of this ETF investing company is to give each stock equal weight in its portfolio, immaterial of the size or sales figures.
Both of these investment companies’ strategies worked last year. Each of them adjusted their portfolios just a few months ago and at the end of the year, the results will be seen if they guessed correctly again to be ranked as the best S&P 500 ETF funds for this year.
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