The S&P 500 to the rescue this week! While international markets struggled, U.S. large caps helped keep ZEQT comfortably in positive territory. ZEQT finished the week at +0.49%, with quite a bit of divergence underneath: - The clear winner was ZSP (S&P 500) at +1.26%, doing much of the heavy lifting. ZCN (Canada) also contributed positively at +0.48%, while ZMID (U.S. Mid Caps) barely moved at +0.16%. - On the losing side, ZEM (Emerging Markets) was the weakest at -1.04%, followed by ZSML (U.S. Small Caps) at -0.80% and ZEA (Developed International) at -0.60%. What stands out to me is the contrast with last week, when U.S. mid and small caps led the gains. This week, large caps took over, while small caps slipped back into negative territory. Another interesting week inside ZEQT, and a good reminder that even within a globally diversified ETF, different markets can tell very different stories! 🔥
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5 Comments
Rez @rezola · 12d
That tells me institutions tend to hide in large caps and quality names when volatility spikes then rotate back into high beta mid small cap stocks when the waters calm down.
Roopak
@roovesting · 12d
Thank you for the breakdown.
Zac Hartley
@zac_hartley · 13d
Great Breakdown! Please keep them coming!
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