The best way to invest in
S&P 500 Equal Weight
Invest in all 500 companies in the S&P 500 with equal weighting, reducing concentration in the largest companies and giving equal opportunity to every constituent. This creates more balanced exposure to the breadth of the US economy compared to a market-cap-weighted approach.
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8.9%* 5Y annualised returns
500+ S&P 500 companies with equal weighting
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We’re licensed by the Securities Commission Malaysia (Licence eCMSL/A0352/2018)
RETURNS DATA
Capture all 500 S&P companies, equally weighted: 8.9%* 5Y annualised returns
If you had invested in the S&P 500 Equal Weight from July 2021 to July 2026, your money could have grown by around 53%.
1 Year Returns
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Disclaimer
Create your S&P 500 Equal Weight portfolio
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- Automate recurring investments for ease of mind.
- No minimum balance, no lock-ins, and high liquidity mean you can access your funds anytime.
It's intelligent
- Our investment team analyses thousands of ETFs to identify cost-efficient, tax-efficient, and well-managed options.
- We swap underlying ETFs if a better alternative surfaces, saving you more over time.
It's cost-effective
- Start investing today to get unlimited free buy orders for your next month.
- After, it's only $1.99 USD per buy or sell order, excluding SST.
- No additional management fee, no matter how much you invest.
It's simple
- Build your portfolio in as little as 1 minute.
- Automate recurring investments for ease of mind.
- No minimum balance, no lock-ins, and high liquidity mean you can access your funds anytime.
It's intelligent
- Our investment team analyses thousands of ETFs to identify cost-efficient, tax-efficient, and well-managed options.
- We swap underlying ETFs if a better alternative surfaces, saving you more over time.
GET STARTED WITH FREE BUY ORDERS
Own all 500 S&P companies equally with one investment
Invest in the S&P 500 without concentration in the largest companies
Asset Class Overview
S&P 500 Equal Weight Snapshot
Key information across returns, asset class profile, and investment details.
Returns
Annualised since inception
+11.26%
Since 30 April 2003
5-year annualised
+8.86%
Since 30 June 2021
1-year annualised
+18.26%
Since 30 June 2025
Year-to-date
+12.74%
Since 2026
Positive years since inception
77.27%
of calendar years
Fund Profile
Asset type
Equities
Fund inception
2003
Fundamentals
Expense ratio
0.20%
Annual ETF expense ratio
1-year dividend yield
1.50%
Trailing 12-month yield
Currency denomination
USD
US Dollar
Disclaimer
RETURNS DATA
Annual returns since 2003
Growth driven by all 500 companies in the S&P 500 equally
Did you know?
The top 10 companies in the market-cap weighted S&P 500 can account for over 30% of the index's total weight in periods of concentrated market leadership, meaning passive investors in the standard S&P 500 have significant exposure to the fortunes of a handful of mega-cap technology companies. An equal-weight version of the S&P 500 gives each of the 500 companies an identical 0.2% allocation, providing far greater diversification across small, mid, and large-cap companies within the index. Historical research shows that the equal-weight S&P 500 has outperformed the market-cap weighted version over most long-term periods, largely because of greater exposure to smaller, faster-growing companies — though with somewhat higher volatility.
PORTFOLIO BREAKDOWN
Sector exposure
Consumer, Non-cyclical
20.1%
Financial
19.0%
Industrial
16.0%
Technology
12.2%
Consumer, Cyclical
11.0%
Communications
7.5%
Utilities
6.2%
Energy
4.1%
Basic Materials
3.5%
Government
0.1%
Source: Bloomberg. Weights are approximate and subject to change on index rebalance.
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