Post #6866 by Baybrooke on the Berkshire Hathaway board

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤

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No. of Recommendations: 8

This is an interesting twist on RSP. I wasn't aware until recently that there is a Fortune 500 equal weight ETF available.

Fortune 500 are the biggest US 500 by revenue, not biggest by market cap like the SP500.

There are 454 holdings since not all Fortune 500 are publicly listed and private companies can't be included. On average, 120 constituents in this index are not found in SP500 which I thought was a surprisingly high number. Has apparently outperformed RSP by 100 basis points since 1996. Expense ratio is 0.2 which is the same as RSP.

For equal weight allocation, any reason to prefer this over RSP?

Overview
https://doubleline.com/funds/fortune-500-equal-wei...

FAQ
https://doubleline.com/wp-content/uploads/DoubleLi...

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