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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: mapg ✭x2  😊 😞
Number: of 6132 
Subject: Compare Equal Weighted
Date: 05/02/24 12:11 PM
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No. of Recommendations: 8
Compare Equal Weighted         
Basic Fact and Performance     
 
                               EQWL          EUSA          RSP           QQQE          EDOW
Name                           INVESCO       ISHARES       INVESCO       DIREXION      FIRST TRUST
                               S & P 100     MSCI USA      S & P 500     NASDAQ-100    DOW 30
                               EQUAL WEIGHT  EQUAL WEIGHT  EQUAL WEIGHT  EQUAL WEIGHT  EQUAL WEIGHT
Issue type                     ETF           ETF           ETF           ETF           ETF
 
Market price                         $90.84        $86.34       $160.82        $84.04        $32.88
                               May-2-2024    May-2-2024    May-2-2024    May-2-2024    May-2-2024
 
Schedule K-1                   No            No            No            No            No
Asset class                    U.S. Equity   U.S. Equity   U.S. Equity   U.S. Equity   U.S. Equity
 
Price performance (today)             0.06%         0.18%         0.10%         0.20%         0.18%
                               May-2-2024    May-2-2024    May-2-2024    May-2-2024    May-2-2024
Market total return (YTD)             8.92%         8.12%         7.78%         5.62%         6.08%
                               Mar-31-2024   Mar-31-2024   Mar-31-2024   Mar-31-2024   Mar-31-2024
Market total return (1 year)         24.11%        22.38%        19.09%        24.11%        18.84%
                               Mar-31-2024   Mar-31-2024   Mar-31-2024   Mar-31-2024   Mar-31-2024
Market total return (3 years)        10.26%         6.78%         7.89%         7.11%         7.18%
                               Mar-31-2024   Mar-31-2024   Mar-31-2024   Mar-31-2024   Mar-31-2024
 
Net expense ratio                     0.25%         0.09%         0.20%         0.35%         0.50%
                               Aug-28-2023   Dec-29-2023   Aug-28-2023   Feb-28-2024   May-1-2023
Tracking error                          3.7          6.31          6.27          7.45           5.6
Efficiency                     --            --            --            --            --
Concentration risk                    10.94          2.19          2.25          12.6         34.82
 
GD_

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This community has written 6,115 posts about Mechanical Investing. The article-length ones it recommended most:
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