Syntax Advisors
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financial technology

Syntax Advisors Insights

Syntax Stratified: The Difference is Weighting™ Q2 2023 Commentary
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
Syntax Stratified LargeCap: Quarterly Return & Attribution Analysis
Syntax Stratified: The Difference is Weighting™ Q1 2023 Commentary
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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SSPY outperforms S&P 500 in difficult quarter. Stratified diversification creates value by avoiding overweighting poorly performing growth segments (which are overweighed in the S&P 500) and relatively higher exposure to the strongly performing Energy and value stocks (which are underrepresented in the S&P 500).
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