Exploring the Characteristics of the Dow Jones U.S. Select Dividend Index
Indices that not only track the broad equities market, but also offer the potential for enhanced dividends may appeal to those searching for income within the equity asset class. In this blog, we investigate what the Dow Jones U.S. Select Dividend Index has historically brought to the table, including high dividend income, superior risk-adjusted performance…
Identifying Economic Moats Using a Quantitative Lens: The S&P 500 Economic Moat Index
Popularized by Warren Buffett, the term economic moat refers to a company’s sustainable competitive advantage that allows it to preserve market share and generate high profits over the long term. In this analogy, companies are compared to medieval castles surrounded by deep and wide moats, which protected the castles from attack. In the same way,…
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- Tags 2024, economic moat, factors, Rupert Watts, S&P 500 Economic Moat Index, US FA
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- Factors
New Bitcoin Indices Doing “Yard Work” in the Spring
In Wall Street parlance, a yard refers to a billion and a buck is a million. You can overhear traders asking questions like, “how many bucks did that trade?” or, “did that company raise a yard?” The crypto space is gathering assets by the yard these days with new product launches by ETF issuers. For…
Current Discounted Valuations & Historical Downside Protection: The S&P High Yield Dividend Aristocrats Index
In our last blog, we highlighted the superior long-term performance of the S&P High Yield Dividend Aristocrats® versus the S&P Composite 1500®, as well as compared to long-term Treasury bonds and the CPI. In this blog, we will shift our focus to examine the current discounted valuations and enhanced dividend yields of the S&P High…
A Hidden Stairway to Net Zero
“Yes, there are two paths you can go by, but in the long run There’s still time to change the road you’re on.” —Jimmy Page and Robert Plant Many observers assume indices targeting broad ESG performance follow different paths than those delivering climate-focused temperature alignment. In reality, data show that modern indices can often achieve…
How Are Some Dividend Growers Outpacing Inflation and the Benchmark?
With the 10-year U.S. Treasury yield hovering around 4.5%, investors may be able to find attractive yields without taking on too much risk. The challenge, however, is maintaining purchasing power relative to inflation (USD 1,000 in December 1999 was only worth USD 538 as of March 2024). For those seeking income and total returns that…
S&P DJI’s Global Islamic Equity Benchmarks Rose 9% in the First Quarter, Extending Outperformance against Conventional Benchmarks
Global equities had a strong start to the year as economic resilience and diminishing recession fears boosted risky assets overall. The S&P Global BMI surged 7.8% in the first quarter, led by developed markets; notably, the S&P 500® finished the quarter up 10.6%, at a new record high. Shariah-compliant global benchmarks beat their conventional counterparts,…
How Indexing Works for Model Portfolios
What’s the role of indices in constructing and evaluating model portfolios? S&P DJI’s Joseph Nelesen and BlackRock’s Elise Terry explore how indexing is changing the landscape for advisors and their clients and helping a range of market participants build and assess models across the asset class spectrum.
SPIVA Japan Scorecard 2023: Misfortune for Japanese Stock Pickers
Since the first publication of the S&P Indices Versus Active (SPIVA®) U.S. Scorecard in 2002, S&P Dow Jones Indices has regularly reported on the relative performance of actively managed funds versus benchmark indices across an increasing number of global fund markets and fund categories.1 The SPIVA Japan Scorecard has been tracking the performance of active…
Exploring the Growing Thematics Landscape
How are indices helping investors assess the growing range of thematic solutions? S&P DJI’s Ari Rajendra and BlackRock’s Jay Jacobs dive into the expanding landscape and the innovations and data helping investors at the leading edge of thematic trends.
