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List of Inverse Market Cap ETFs

Updated May 8, 2019
A few innovative ETFs exist that try to turn the standard market-cap weighting method over its head - that is, they assign the weights to the constituent stocks such that their weights are in reverse order. For instance, a constituent stock which ranks the lowest in terms of the weight in a standard index like S&P 500 or the Dow Jones index, will be given the maximum weight in the inverse market cap ETF. Similarly, the constituent that will have the maximum (top-ranking) weight in the benchmark index will be given the lowest weight in the reverse ETF. They are also called the Reverse-Cap-Weighted Index ETFs.
Such strategic ETFs offer a unique and innovative mode of investing. They tend to support the growth prospects of companies. They are based on the premise that the companies which are on the lower rungs of a leading index have the potention to grow at a higher rate and are expected to become blockcuster performers as compared to the top rated companies which may be hitting saturation. That's why such companies are assigned higher weights while those at the top in the benchmark index are assigned lower weights.
However, these should not be confused with the inverse index, which offer a negative return for the positive return generated from the underlying index. (See also List of Inverse S&p 500 ETFs.)

List of All Inverse Market Cap ETFs

Following is the list of all 3 exchange-traded funds that FKnol has in its database for ETFs which belong to the Inverse Market Cap category:
All Inverse Market Cap ETFs
TickerNameShort DescriptionExpense
Ratio
No. of
Holdings
Dividend
Frequency
Leverage
Factor
DWSHAdvisorShares Dorsey Wright Short ETFThe AdvisorShares Dorsey Wright Short ETF is actively managed to achieve long-term capital appreciation by shorting US-listed large-cap companies exhibiting weak relative strength. ...Full Details0.99%0Annually0
OSIZOppenheimer Russell 1000 Size Factor ETFOSIZ tracks an index of US large-cap companies that share characteristics with small-cap companies. ...Full Details0.19%639Quarterly0
RVRSReverse Cap Weighted US Large Cap ETFThe Reverse Cap Weighted U.S. Large Cap ETF hold the components of the S&P 500 Index, weighted inversely by market cap. ...Full Details0.29%504Annually0
All Inverse Market Cap ETFs

Where do Inverse Market Cap ETFs Invest?

A long list of companies and different financial instruments exist where the Inverse Market Cap exchange-traded funds may invest the money collected from the ETF investors. Below is a small sample of companies whose stocks may qualify for investment by Inverse Market Cap ETFs, though there can be many more businesses and financial instruments where these ETFs can park the capital for returns:
Company (Ticker)Company DescriptionMarket Cap%YTD Gains
Other ETF Categories
 ◐ List of Alternatives ETFs
 ◐ List of Zero Duration Bond ETFs
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 ◐ List of S&p 500 ETFs
 ◐ List of Leveraged Bond ETFs
 ◐ List of Leveraged Equities ETFs
 ◐ List of Inverse Equity ETFs
 ◐ List of Bond Duration ETFs
 ◐ List of Inverse S&p 500 ETFs
 ◐ List of Inverse Market Cap ETFs
 ◐ List of Hedge Fund ETFs
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 ◐ List of Renewable Energy ETFs
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 ◐ List of No Underlying Index ETFs
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