NOT ALL INDEX FUNDS ARE CREATED EQUAL
Balance your Market Cap holdings with the Equal Weight. Buy Ticker Symbol: INDEX
(TICKER SYMBOL: INDEX)
Track the S&P 500® Equal Weight Index. Same 500 companies. Held Equally.
Market Cap vs Equal Weight
The Equal Weight version of the S&P 500® Index started trading on January 8, 2003. Since that date, it would have grown a $10,000 portfolio to $71,448 while the Market Cap version of the S&P 500 Index grew to $59,461 during the same period (as of 12/31/20, no fees considered).
This is a hypothetical illustration and does not include fees nor does it represent any actual investment. You cannot invest directly in an index. Past performance does not guarantee future results. Index returns are not fund returns.
S&P 500® INDEX Cycles: Will History Repeat?
4 out of the last 5 years were won by the market cap version of the S&P 500® Index. However, the previous 5 year period was won by the equal weight version of the S&P 500® Index. YTD 2021 the equal weight is squarely back on top (as of 3/15/21).
Are we heading into a new multi-year cycle?
INDEX Outperformed Competitors
Only 3 funds track the Equal Weight version of the S&P 500® Index. Since INDEX entered the market in 2015 it has outperformed the other two competitors.
The performance data quoted represents past performance. Current performance may be lower or higher than the performance data quoted above. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that investor’s shares, when redeemed, may be worth more or less than their original cost. For performance information current to the most recent month-end, please call toll-free 1-844-464-6339.
Is your index fund TOP HEAVY?
The market cap formula heavily favors the mega caps at the expense of the other companies in the portfolio. In fact, the largest 5 companies account for the same weighting as the bottom 370 companies.
As of 11/2020
Note: Not all 500 companies are represented here, just the largest and smallest in terms of market capitalization for illustration purposes. As of 11-2020.
TOO MUCH TECH in your portfolio?
Tech is great but 38% may be too much volatility for some portfolios. The equal weight version of the S&P 500® Index cuts tech exposure by almost half.
After crash ALPHA?
Directly following the last 2 major stock market crashes, the S&P 500® EQUAL WEIGHT INDEX rebounded much faster than the CAP-WEIGHTED S&P 500® INDEX.
And the ALPHA* WAS SIGNIFICANT.
+13.17% from 2003-2004
+26.70% from 2009-2010
*We define alpha as an investment strategy’s ability to beat the market.
Past performance is not indicative of future results. Short term performance does not equal long term performance. Indexes are not managed, it is not possible to invest directly in an index. *Source: ONEFUND as of 3/21/2021
BUT WHY US?
break the monopoly
giant monopolies run wall street
the independent alternative
index is an alternative
“If you’re one of the 100 million Americans that owns a mutual fund, your right to vote in corporate America has been taken away from you. A handful of giant index fund managers have more power now than the last 100 years. They are making the decisions that shape our everyday lives.
We created INDEX to give investors a way to break this monopoly.”
Michael Willis, Founder of INDEX
decentralize proxy voting
a landmark announcement
The more we researched, the more the answer became obvious to us. Why not poll the shareholders of the index fund for their input? America is a democracy after all, why not here? Introducing – INDEX PROXY POLLING.
Our secure and private software gives shareholders the ability to weigh in on all shareholder resolutions from the top 500 companies in America (according to Standard & Poors) and keep up to date with the latest corporate issues.
decentralize proxy voting
an alternative view to esg (ESG 2.0)
Is boycotting companies creating the change you would like to see in the marketplace? Consider this alternative. Create change from within these companies by protecting your free speech, privacy, and other freedoms. Create a corporate America that speaks for the investor.
Index Proxy Polling gives investors the ability to vote their ESG, not someone else’s ESG. Make a difference by voting, not boycotting.
balance your S&P 500® Holdings
Time to move HALF of your Market Cap positions to the Equal Weight with INDEX?