Cap-weighted index funds have a structural quirk that most investors overlook: the more a stock’s price rises, the more of your money gets automatically funneled into it. With NVIDIA, Apple, and ...

Quick Read Equal-weighted funds underperform cap-weighted indexes when concentrated mega-cap stocks dominate returns, but ...

A smart beta exchange traded fund, the First Trust Small Cap Core AlphaDEX ETF (FYX) debuted on 05/08/2007, and offers broad exposure to the Style Box - Small Cap Blend category of the market. What ...

The Russell Midcap Index, a market-weighted index, includes 800 U.S. companies with market caps from $2 billion to $10 ...

ETF tracks the RACWI US Index* employing company fundamentals in index construction before applying market cap weighting, which can mitigate structural flaws in traditional market-cap-based indices.

The Vanguard High Dividend Yield Index Fund ETF Shares (VYM) made its debut on 11/10/2006, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Large Cap Value ...

The beginning of 2025 through April 8 saw the S&P 500 decline 15.3%, the fourth worst start to a year over a similar period ...

In the fourth quarter of 2025, concentration in the US stock market increased, driven by the outsized performance of mega-cap companies. Read more here.