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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" 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 6243 
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 6,227 posts about Mechanical Investing. The article-length ones it recommended most:
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