NOT ALL INDEX FUNDS ARE CREATED EQUAL
Balance your Market Cap holdings with the Equal Weight. Buy Ticker Symbol: INDEX
(TICKER SYMBOL: INDEX)
Track the S&P 500® Equal Weight Index. Same 500 companies. Held Equally.
PERFORMANCE NEXT CYCLE DIVERSIFICATION STAND OUT
Market Cap vs Equal Weight
The Equal Weight version of the S&P 500® Index started trading on January 8, 2003. Since that date, it would have grown a $10,000 portfolio to $82,267 while the Market Cap version of the S&P 500 Index grew to $62,755 during the same period (as of 12/31/22, no fees considered).
This is a hypothetical illustration and does not include fees nor does it represent any actual investment. You cannot invest directly in an index. Past performance does not guarantee future results. Index returns are not fund returns.
S&P 500® INDEX Cycles: Will History Repeat?
4 out of the last 5 years were won by the market cap version of the S&P 500® Index. However, the previous 5 year period was won by the equal weight version of the S&P 500® Index. YTD 2022 the equal weight is squarely back on top (as of 12/31/22).
Are we heading into a new multi-year cycle?
THE S&P 500® EQUAL WEIGHT INDEX FIELD
Only 3 funds track the Equal Weight version of the S&P 500® Index.
And only INDEX has an open proxy process, is founder run, and helps break the monopoly*.
*We define monopoly as the top five index fund companies owning over 90% of the index fund market.
The performance data quoted represents past performance. Current performance may be lower or higher than the performance data quoted above. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that investor’s shares, when redeemed, may be worth more or less than their original cost. For performance information current to the most recent month-end, please call toll-free 1-844-464-6339.
Is your index fund TOP HEAVY?
The market cap formula heavily favors the mega caps at the expense of the other companies in the portfolio.
In fact, the LARGEST 5 COMPANIES account for the same weighting as the BOTTOM 350 COMPANIES.
As of 12/31/2022
TOO MUCH TECH in your portfolio?
Tech is great but 34% may be too much volatility for some portfolios. The equal weight version of the S&P 500® Index cuts tech exposure by half.
After crash ALPHA?
Directly following the last 2 major stock market crashes, the S&P 500® EQUAL WEIGHT INDEX rebounded much faster than the CAP-WEIGHTED S&P 500® INDEX.
And the ALPHA* WAS SIGNIFICANT.
+13.17% from 2003-2004
+26.70% from 2009-2010
*We define alpha as an investment strategy’s ability to beat the market.
Past performance is not indicative of future results. Short term performance does not equal long term performance. Indexes are not managed, it is not possible to invest directly in an index. *Source: ONEFUND as of 12/31/2022
BREAK THE MONOPOLY
Help give control of corporate America back to the investors.
THE INDEPENDENT ALTERNATIVE
Don't feed the giants by buying another institutional index fund.
DECENTRALIZE PROXY VOTING
The first S&P 500® Index Fund to open up the proxy process to our shareholders.
break the monopoly
giant monopolies run wall street
The Hidden Battle for Control of Corporate America.
Bogle's Last Warning
“If historical trends continue, a handful of giant institutional investors will one day hold voting control of virtually every large U.S. corporation…Three index fund managers dominate the field with a collective 81% share of index fund assets… Such domination exists primarily because the indexing field attracts few new major entrants.”
Wall Street Journal, 11.29.18
Jack Bogle: Founder of Vanguard and the First Index Mutual Fund
the independent alternative
INDEX IS NOT OWNED BY ONE OF THE BIG THREE
“We created INDEX to give investors a way to break this monopoly.”
Michael Willis, Co-Founder of ONEFUND
decentralize proxy voting
a landmark announcement
The more we researched, the more the answer became obvious to us. Why not ask our investors to weigh in? America is a democracy after all, why not here? Introducing – INDEX VOTING CHOICE.
Through our partnership with iconik, shareholders can create their own customized voting profiles or choose one of the preset voting profiles below:
- As You Vote ESG+
- Conservative
- Catholic Values
- Shareholder Protections
- Board-aligned
decentralize proxy voting
an alternative view to esg (ESG 2.0)
Is boycotting companies creating the change you would like to see in the marketplace? Consider this alternative. Create change from within these companies by protecting your free speech, privacy, and other freedoms. Create a corporate America that speaks for the investor.
Index Voting Choice gives investors the ability to vote their ESG, not someone else’s ESG. Make a difference by voting, not boycotting.
ESG Investing: Environmental, Social and Governance (ESG) investing may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based on criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. There is no assurance that employing ESG strategies will result in more favorable investment performance.
take action
balance your S&P 500® Holdings
Time to move HALF of your Market Cap positions to the Equal Weight with INDEX?
