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For over 11 years, S&P Dow Jones Indices has been exploring the long-term, persistent outperformance of the S&P SmallCap 600® relative to the Russell 2000. As shown in Exhibit 1, the S&P 600TM has outperformed the Russell 2000 by 1.70% on an annualized basis from Dec. 31, 1994, to Sept. 30, 2021. The S&P 600…
The S&P 500® and the Dow Jones Industrial Average® (DJIA) are two of the best known and most used indices in the world. They are both designed to represent U.S. large-cap companies. As we detailed in a recent paper, the S&P 500 and DJIA have similar long-term risk/return profiles. As of April 30, 2021, the…
