Previously published data pooled over entire winters showed clinal variation in the winter sex ratio of Junco h. hyemalis. Females were less numerous than males in the north and progressively more numerous southward.
In this study, regression coefficients calculated from the published data, with latitude and certain climatic measures as independent variables, accurately predicted the winter sex ratio of locations not previously sampled. Annual variation in sex ratio was nonsignificant. The pattern of distribution was established by the end of fall migration, before differential mortality could have accounted for it. Temperature rather than latitude, snowfall, or probable distance from the nearest breeding grounds correlated best with percentage of females in winter populations. It is suggested that climate has acted primarily indirectly to produce the sex-associated difference in winter distribution. Under this hypothesis, as climate becomes harsher, the impact of male dominance over females becomes more severe, resulting in increasing withdrawal by females from locations settled by males and thus in clinal variation in sex ratio. Received 15 December 1978, accepted 27 February 1979.
Department of Biology, Indiana University, Bloomington, Indiana 47401 USA
WE earlier reported that the sex ratio of Dark-eyed Junco (Junco hyemalis) pop-
ulations wintering in the eastern United States varies dinally, with the percentage
of females increasing progressively toward the south (Ketterson and Nolan 1976).
Latitude and a set of climatic variables accounted for more than 93% of the variation
in sex ratio found in the 1976 data set. That sample consisted of 616 museum
specimens and 473 live-caught birds, the former group collected over many winters,
the latter banded by us during four winters. Only cases from the period December
through February were considered, and these were combined for analysis. Climatic
variables were based on weather averaged over 50 yr (U.S. Weather Bureau 1932).
Thus the pattern of geographic variation that we described was based on long-term
sampling of winter populations and weather. This approach left a number of inter-
esting questions unanswered, and we now state these and present our recent efforts
to answer them.
Objectives of this research were as follows:
(1) to predict sex ratios of winter junco populations at previously unstudied sites
using equations derived from our earlier work, to capture samples at those sites,
and to compare observed and expected ratios, i.e. to learn whether our initial results
had predictive value;
(2) to sample sex ratios from several locations over more than 1 yr and thus
to investigate the question of annual variation;
(3) to compare sex ratios obtained in December alone with ratios obtained by
pooling data from entire winters, as described above, and thus to learn whether the
basic pattern of distribution is established by the settlement of juncos arriving in
the winter range or by subsequent differential winter mortality according to sex; and
(4) to determine the relative accuracy of various environmental variables in pre-
dicting sex ratio, i.e. to pursue investigation of the ultimate selective factor(s) re-
sponsible for geographic differences in winter sex ratio.
We therefore obtained new field information from six sites and found published
TABLE 1. Percentages of females in seven wintering junco populations, according to year. a
533
Sex ratio
Location b Date N (% ) X 21/2
Pullman, Washington (WA) Dec-Feb 1974/75 168 28.0 --
(47øN, 117øW)
Logan, Utah a (UT) Nov-Feb 1972/73,
(42øN, 112øW) 1973/74 221 23.8 --
Kalamazoo, Michigan (MI) Dec 1976 111 22.5 0.67
(42øN, 86øW) Dec 1977 105 17.1
Total 216 19.9
Portage, Ohio (OH) Dec-Feb 1975/76 46 37.0 0.30
(41øN, 84øW) Dec-Feb 1976/77 68 32.4
Dec 1977 22 36.4
Total 136 34.6
Bloomington, Indiana (IN) Dec-Feb 1973/74 160 31.9 2.14
(39øN, 87øW) Dec-Feb 1976/77 253 28.5
Dec 1977 361 25.8
Total 774 27.9
Clemson, South Carolina (SC) Dec 1976 104 59.6 3.34
(35øN, 83øW) Dec 1977 88 45.5
Total 192 53.1
Birmingham, Alabama (AL) Dec 1976 37 70.1 0.04
(33øN, 87øW) Dec 1977 14 78.6
Total 51 72.5
None of these data appear in Ketterson and Nolan (1976).
b Degrees latitude and longitude were rounded to the nearest whole degree.
1/2 Chi-square statistic tests independence of numbers of males and females according to season at each site. For Ohio and Indiana, df = 2;
for Michigan, South Carolina, and Alabama, df = 1 and X 2 is adjusted. In all cases, P < 0.05.
' Data are from Balph (1975).
data (Balph 1975) from one additional site. Two of these seven locations had supplied
data for our 1976 paper. It will be apparent that no one site was useful in investi-
gating all of the foregoing objectives.
METHODS
Methods were as described in Ketterson and Nolan (1976), except as specified below. Locations sup-
plying data are shown in Table 1. Because the point will become important in the discussion section, we
state here that we believe, on the basis of distributions described in Bent (1968), that the Washington
population belonged to the formerly accepted taxon J. oreganus montanus, now J. hyemalis oreganus
(see Committee on Classification of Nomenclature 1973).
We sexed juncos with virtually 100% accuracy, using either external characters or, in cases of doubt,
laparotomy (Ketterson and Nolan 1976). Because our previous work dealt only with eastern populations,
we report that the Washington sample exhibited sexual differences in crown pattern similar to those of
eastern juncos and that size dimorphism was also comparable to that of eastern juncos (mean male wing
length = 81.0 mm, SD = 1.60, n = 121; mean female wing length = 76.0 mm, SD = 1.36, n = 47).
Only one of 58 Washington juncos sexed by these external characters and then examined for gonads was
incorrectly determined (<2% error). As far as we know, the accuracy of our method of sexing has not
been previously reported in connection with western juncos. Utah birds were sexed by Balph (1975) on
the basis of hood color and wing length, although 13% of the sample was not sexed by these criteria.
Table 2 presents regression equations, calculated from the data published in 1976, relating the junco's
sex ratio to latitude (LATITU), average temperature for December-February (WlNTEM), average daily
minimum temperature in January (JANTEM), and average annual snowfall (ANSNOW). Table 3 shows
observed sex ratios and those predicted by each regression equation.
RESULTS AND DISCUSSION
Predicted sex ratio.---At the five previously unstudied sites (Table 1, WA, UT,
MI, OH, SC) overall sex ratios, i.e. combined across years when sampling covered
TABLE 2. Descriptive equations relating sex ratio (% females) to environmental variables. a
Inde-
pendent SE
variable b Slope Intercept estimate F c r LATITU -0.037 1.819 0.071 85.6 .851
WlNTEM 0.016 -0.165 0.071 85.2 .851
JANTEM 0.017 -0.012 0.084 57.0 .791
ANSNOW -0.010 0.608 0.092 44.1 .746
These equations are derived from data in Ketterson and Nolan (1976).
See text for definitions of names of independent variables.
Cdf = 1, 15.
more than 1 yr, differed in only one case (Washington) from the ratios predicted by
equations derived from our earlier paper (Tables 2 and 3). We therefore conclude
that the equations have predictive power.
Annual variation.--Year-to-year variation in sex ratio ranged from 5% to 14%
at the five sites supplying more than one winter's data; in no case was it significant
(Table 1, MI, OH, IN, SC, AL).
Date of establishment of winter sex ratio.--The pattern of clinal variation in sex
ratio is evident in eastern junco populations as early as December, as Table 1 shows.
Ratios obtained in Indiana and Ohio when only December was sampled did not
differ from ratios at the same locations in samples taken throughout winter in earlier
years. In a test of independence of the Indiana December 1977 ratio and the pooled
Indiana 1973/74, 1976/77 ratio, adjusted X 2 = 1.35; in a similar test of the Ohio
December 1977 ratio and the pooled Ohio 1975/76, 1976/77 ratio, adjusted X 2=
0.00. Further, all samples from Michigan, South Carolina, and Alabama were ob-
tained in December alone, and, as indicated in the first paragraph of this section,
sex ratios at these sites corresponded to those found in our pooled winter data
published in 1976.
Thus the observed ratios do not, as Baker and Fox (1978) have suggested, arise
each year from sexual differences in winter mortality. Rather, the pattern of distri-
bution appears to be the result of the tendency of females to migrate to more south-
erly latitudes than males. This is not to say that mortality according to sex is uniform.
Preliminary data indicate that differential mortality occurs in northern locations and
by the end of winter serves to exaggerate the skewed ratio; but the basic distribution
of sex classes is present prior to the period of severe weather (Nolan and Ketterson,
unpublished data).
TABLE 3. Comparison of observed a and predicted winter percentages of female juncos at seven sites.
Observed Predicted sex ratio (% 9 9)
sex ratio
Location (% 9) LATITU WlNTEM JANTEM ANSNOW
WA 28.0 08.0 b 32.5 38.2 15.9
UT 23.8 26.5 24.6 26.0 10.2
MI 19.9 26.5 23.2 26.0 05.9
OH 34.6 30.2 26.1 27.5 31.6
IN 27.9 37.6 33.1 32.8 37.2
SC 53.1 52.4 53.4 54.6 57.5
AL 72.5 59.8 57.1 61.7 59.0
Data on observed sex ratio were averaged across years (see Table 1).
b Indicates case where observed sex ratio differed from predicted sex ratio (at sites in Washington, Utah, Michigan, Ohio, South Carolina)
by greater than 2 standard errors of the estimate (see Table 2). Because Indiana and Alabama were among the sources of data for the
predictions, observed and predicted ratios at those locations were not compared.
Comparison of environmental variables as predictors: selective factors responsible
for differential migration.--Temperature provided consistently better estimates of
sex ratio than did latitude or snowfall: sex ratios at five locations were most accu-
rately predicted by a temperature variable (Table 3). Snowfall was about as accurate
as temperature at sites where snowfall is moderate or light, but in regions of heavy
snow (Washington, Utah, Michigan) it tended to underestimate the proportion of
females in the population.
We believe that the data from Washington are important in suggesting the ulti-
mate factors responsible for the differences in winter distribution of the sexes. In
our earlier paper we proposed that these factors included some combination of (1)
increasing cost of migration with increasing distance traveled; (2) sex-associated dif-
ferences in advantages of early arrival on the breeding and/or wintering grounds;
(3) relative effects of low temperature and snow cover (i.e. intermittent restriction
of food) on sex classes, which differ in body size (males larger than females); and
(4) differential impact on the sexes of intersexual competition for winter food (see
also Balph 1975, Gauthreaux 1978). With respect to these, Washington departs from
the pattern prevailing in most of the eastern United States, where there is covariation
among latitude, climate, and distance separating the junco's breeding range from
sites in the winter range. Instead, Washington's latitude is higher than that of any other
location sampled and its distance to potential breeding locations shorter, whereas
its winter temperatures are like those much farther south (e.g. at the Indiana site).
Although the breeding grounds of the Washington winter population are unknown,
Bent (1968) describes that of J. oreganus montanus (see above) as lying near the
Washington site to the east, north, and west (see also Jewett et al. 1953, Burleigh
1972).
Considering now that climate rather than latitude or distance to the breeding
grounds proved the best predictor of sex ratio in Washington, climate may also be
the critical variable affecting the clinal variation found in the east. The four factors
listed in the preceding paragraph may have interacted as follows to produce the
variation: For both sexes, settlement for winter in locations near the breeding grounds
is advantageous in minimizing costs of migration and facilitating optimally timed
arrival at both breeding and winter sites. Because they are subordinate to males and
therefore probably suffer in intersexual competition for winter food, however, fe-
males tend to segregate themselves from males, and this segregation requires a longer
migration. If the adverse impact on females of subordinance in intersexual compe-
tition varies with severity of climate, i.e. with food availability and energetic de-
mands associated with temperature, then females would be expected to select sites
close to the breeding range when the winter climate there is mild, but farther
away when it is harsh. We believe this hypothesis could account for the occurrence
at the Washington site of a greater proportion of females than was predicted from
the close correlation between latitude and sex ratio in the eastern United States.
In our earlier analysis we placed greater emphasis on physiological considerations
associated with climatese.g. lesser fasting endurance of females as compared to
males. It is, of course, evident that under sufficiently harsh conditions physiological
differences could produce the variation in winter distribution of the sexes, even in
the absence of male dominance over females. But given the rather small difference
between the sexes in fasting endurance, as calculated (Ketterson and Nolan 1976)
and observed (Ketterson and Nolan 1978) for juncos, we now propose for climate
the additional and/or alternate role of modulating the effects of males on female
winter distribution.
ACKNOWLEDGMENTS
We thank the many friends whose help made our field trips successful and mention particularly the
following: Ray Adams, Pat Adams, Sydney Gauthreaux, Jr., Paul Hamel, Carl Helms, James R. King,
James V. Peavy, Anna Ross, Ruth Sehatz, Paul Sehatz. Members of our own group who accompanied
us and whose field work was indispensable to us are Sue Braatz, Jane Clay, Dorothy Mammon, Catherine
Meyer, Cindy B. Patterson, Toy S. Poole, Richard Rowlands, and Ken Yasukawa. Bowling Green State
University, Indiana University, Washington State University, Clemson University, and the Kalamazoo
Nature Center supported us in diverse and important ways. Additional financial support was received
from the A. E. Bergstrom Fund of the Northeastern Bird-Banding Association. M. C. Baker and M. H.
Balph reviewed the manuscript and made helpful suggestions.
LITERATURE CITED
BAKER, M. C., & S. F. FOX. 1978. Dominance, survival, and enzyme polymorphism in Dark-eyed
Juncos, Junco hyemalis. Evolution 32:697-711.
BALPH, M. H. 1975. Wing length, hood coloration, and sex ratio in Dark-eyed Juncos wintering in
northern Utah. Bird-Banding 46: 126-130.
BENT, A. C. 1968. Life histories of North American cardinals, grosbeaks, buntings, towhees, finches,
sparrows, and allies. U.S. Natl. Mus. Bull. No. 237, part 2.
BURLEIGH, T. D. 1972. Birds of Idaho. Caldwell, Idaho, The Caxton Printers.
COMMITTEE ON CLASSIFICATION AND NOMENCLATURE. 1973. Thirty-second supplement to the Amer-
ican Ornithologists' Union check-list of North American birds. Auk 90:411-419.
GAUTHREAUX, S. A., JR. 1978. The ecological significance of behavioral dominance. Pp. 17-54 in
Perspectives in ethology, vol. 3 (P. P. G. Bateson and P. H. Klopfer, Eds.). New York, Plenum
Press.
JEWETT, S. G., W. P. TAYLOR, W. T. SHAW, & J. W. ALDRICH. 1953. Birds of Washington State.
Seattle, Univ. Washington Press.
KETTERSON, E. D., & V. NOLAN JR. 1976. Geographic variation and its climatic correlates in the sex
ratio of eastern-wintering dark-eyed juncos (Junco hyemalis hyemalis). Ecology 57: 679-693.
, & --. 1978. Overnight weight loss in Dark-eyed Juncos (Junco hyemalis). Auk 95: 755-
758.
U.S. WEATHER BUREAU. 1932. Climatography of the United States, sections 1-106.
Bull. W.