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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 6131 
Subject: Re: Trends and Ranks 17-Apr-26
Date: 04/24/26 4:32 PM
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No. of Recommendations: 2
For comparison of the OP using the combined five related ETF's.

                                        XLG          OEF          IWL          SPY           EQWL
Name                                    INVESCO      ISHARES      ISHARES      State Street  INVESCO
Name                                    S&P 500      S&P 500      RUSSELL      SPDR          S&P 100
Name                                    TOP 50       TOP 100      TOP 200      S&P 500       EQUAL WEIGHT
Issue type                              ETF          ETF          ETF          ETF Trust     ETF
 
Market price                                 $60.60      $352.21      $177.14       $713.86       $121.24
Quotes as of                            Apr-24-2026  Apr-24-2026  Apr-24-2026  Apr-24-2026   Apr-24-2026
 
Market total return (1 year)                 19.36%       18.58%       17.90%        17.59%        13.73%
 
Market total return (3 years)                21.64%       20.66%       19.48%        18.19%        16.07%
 
Market total return (5 years)                14.05%       13.41%       12.49%        11.94%        11.05%
 
Market total return (10 years)               15.72%       15.06%       14.85%        14.06%        13.64%
 
Premium / discount (1 year avg.)              0.00%        0.01%        0.00%         0.00%         0.05%
 
Beta (month-end 3 years)                       1.02         1.01            1             1          0.89
 
Standard deviation (month-end 3 years)         13.2        12.47        12.09         12.04         11.71
 
Sharpe ratio (month-end 3 years)                1.2          1.2         1.15          1.06          0.93
 
Alpha (month-end 3 years)                      2.65         1.94         1.09          -0.1         -0.58
 
R2 (month-end 3 years)                        87.79        94.84        98.45           100         83.86


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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