Syntax Advisors

Insights

The Difference is Weighting™

Posted on May 10, 2022

What is the difference between Cap Weight, Equal Weight, and Stratified Weight? In the Cap Weighting methodology, the random distribution among the number of stocks in the sectors creates its own ever changing sector concentration problems.

Rory Riggs and The Evolution of Indexing

Posted on January 10, 2022

An early believer in index investing, Rory Riggs also thought that there had to be a more efficient way to passively

capture market returns than either conventional cap or equal weighting and set out to uncover it.

Syntax Advisors Appoints Carly Arison President and Chief Operating Officer

Posted on December 17, 2021

NEW YORK--(BUSINESS WIRE)--Syntax Advisors LLC, an ETF sponsor and investment advisor (NYSE Arca: SSPY, SMDY, SSLY, SYUS, SHUS), announced today the appointment of Carly Arison to serve as President and Chief Operating Officer.

Investors Know They Own Too Much Tech. This Analysis Shows That It’s Worse Than They Think

Posted on November 16, 2021

An alternative way of looking at market-cap weighted index funds shows that investor exposure to the sector is higher than it was during the tech bubble.

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.

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

Syntax Advisors Insights

The Difference is Weighting™

Rory Riggs and The Evolution of Indexing

Syntax Advisors Appoints Carly Arison President and Chief Operating Officer

Investors Know They Own Too Much Tech. This Analysis Shows That It’s Worse Than They Think

Syntax Advisors

Insights