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Syntax Advisors Insights

Syntax Stratified: The Difference is Weighting™ Q3 2023 Commentary
Syntax Stratified LargeCap: Q3 Quarterly Return & Attribution Analysis
Syntax Stratified: The Difference is Weighting™ Q2 2023 Commentary

Syntax Stratified: The Difference is Weighting™ Q2 2023 Commentary

Posted on July 27, 2023
Q2 was a difficult quarter for equities causing a performance differential from the Syntax Stratified Large Cap (SSPY) ETF against the tech-heavy S&P 500 Index. Stratified Weight seeks to diversify across sectors and sub-sectors to prevent one sector, industry, or company from becoming overconcentrated in the portfolio. 
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Syntax Stratified LargeCap: Q2 Quarterly Return & Attribution Analysis
The Syntax Stratified Large Cap (SSPY) ETF outperforms the S&P 500 Equal Weight Index, with a challenging quarter against the tech-heavy S&P 500 Index. Apple and Microsoft’s large concentration in the S&P 500 Index drive its outperformance and pose a challenge to investors looking for diversified exposure to the U.S.  equity market.
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The Syntax Stratified LargeCap Index (SYLC) is the stratified-weight version of the widely-used S&P 500® Index. The S&P 500® Index is an unmanaged index considered representative of the US large-cap stock market. The S&P 500® Equal Weight Index is an equal-weight version of the S&P 500® Index.  The Syntax Stratified MidCap Index (SYMID) is the stratified-weight version of the widely-used S&P MidCap 400® Index. The S&P 400® Index is an unmanaged index considered representative of the US mid-cap stock market. The S&P 400® Equal Weight Index is an equal-weight version of the S&P 400® Index. The Syntax Stratified SmallCap Index (SYSC) is the stratified-weight version of the widely-used S&P 600® Index. The S&P 600® Index is an unmanaged index considered representative of the US small-cap stock market. The S&P 600® Equal Weight Index is an equal-weight version of the S&P 600® Index. The S&P Composite 1500® is an unmanaged index considered representative of the general performance of the U.S. equity market. The Russell 1000® Growth Index is an unmanaged index considered representative of the performance of the large-cap growth U.S. equity market.

Click here for the Top 10 Holdings: SSPY, SMDY, SSLY, SYUS, SHUS, and SYII.
Click here for the SSPY, SMDY, SSLY, SYUS, SHUS and SYII Prospectus.

Foreside Fund Services, LLC is the distributor of the Syntax ETF Trust, and not affiliated with Syntax Advisors, LLC.
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