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Re: Surprising Results from William J. Bernstein
Old 04-21-2004, 11:36 AM   #21
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Posts: 4,459
Re: Surprising Results from William J. Bernstein

It's not easy to demonstrate the effects of changes in the index composition. However, it is easy to demonstrate the effects of using equal weighting vs cap weighting.

Amount equal-weighting beat cap-weighting for S&P500:

1-year: 11%
3-year: 8.35%
5-year: 7%
10-year: 1.3%
since 1990: 1.5%


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