The Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (GSEW) offers diversified, equal-weighted exposure to the largest U.S. companies, rebalanced monthly. GSEW outperformed SPY year-to-date amid market volatility, benefiting from reduced mega-cap tech concentration and a broadening market rally. With a 0.09% expense ratio—less than half of RSP's—GSEW provides a cost-effective equal-weight strategy and monthly rebalancing for disciplined buy-low, sell-high execution.
The Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (GSEW) was launched on 09/12/2017, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Blend category of the market.
The Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (GSEW) was launched on September 12, 2017, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Blend segment of the US equity market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tom McDonald Richards, MERRILL & PETERSON Inc. | 5,566 | $448,422.33 | $531,608.66 | $83,186.33 | 18.55% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 91,808 | $8.67M | $8.7M | $33,052.24 | 0.38% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 56,310 | $4.45M | $5.34M | $884,688.54 | 19.87% |
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 3,547 | $301,920.94 | $337,638.93 | $35,717.99 | 11.83% |
| RS Russell Sanderson HANSEATIC MANAGEMENT SERVICES Inc. | 25,814 | $2.04M | $2.45M | $408,509.07 | 20.04% |
| BATS Exchange | US Country |
The fund is designed to provide investors with exposure to large capitalization U.S. equities, adhering closely to its investment objective by allocating at least 80% of its assets to securities found within its underlying index. This underlying index is the equal-weight version of the Solactive US Large Cap Index, which itself is a market-capitalization-weighted index comprising approximately 500 of the largest U.S. companies. This strategic approach emphasizes an equal-weight investment method, diverging from traditional market-cap weighted strategies to potentially offer a diversified portfolio and a different risk-return profile.
The fund's primary offering includes investing in equity securities of large capitalization U.S. issuers. By focusing on an equal-weight version of the Solactive US Large Cap Index, this service enables investors to diversify their investment in approximately 500 of the largest U.S. companies. Unlike traditional market-capitalization-weighted indices where larger companies have a bigger impact on the index's performance, the equal-weight strategy ensures that each constituent contributes equally to the portfolio's returns, potentially providing a broader market representation and reducing concentrated risk.