Equal Weighted Indexes
Our Equal Weighted Indexes provide an alternative to traditional market-cap weighted indexes, helping institutional investors seeking to increase their exposure to smaller companies — and potentially reduce concentration risk — by holding the same dollar value in each stock, regardless of market-cap size.
Target benefitsMeasure opportunity in smaller stocks
Apply transparent, rules-based methodology
Designed to support managed equal-weighted strategies across geographies, sectors and market-cap sizes.
Leverage the size factor
Target smaller companies with potential to generate excess return in their desired market.
Identify a broader, diversified universe
Indexes assign equal allocation to all parent index securities, avoiding overconcentration in a few large stocks.
An alternative to traditional market-cap weighted indexes
Equal-weighted indexes are some of the oldest and best-known factor strategies, built to identify specific characteristics of stocks generating excess return.
Our indexes seek to represent a strategy that avoids concentrating too much of the portfolio in a few large stocks — helping investors seeking to take advantage of inefficient markets and gain exposure to smaller stocks.
Explore Equal Weighted IndexesView performance details, fact sheets and more
Equal Weighted index resources
Factor focus: size
Explore the role size — a “pro-cyclical” factor — plays in our indexes.
One size does not fit all
Are academic and practitioner arguments against the size premium valid?
