Targeting the Drivers of Dividend Strength: A First Look at the S&P 500 Dividend Drivers Index
S&P Dow Jones Indices is pleased to introduce the new S&P 500® Dividend Drivers Index, which offers a holistic approach to identifying dividend-paying companies within the S&P 500. Unlike traditional approaches that emphasize a single metric—such as high yield or dividend growth—the index focuses on the key drivers of dividend strength. It combines historical and…
Mondo Mashups
Whether you call it soccer or football, there’s no denying the World Cup was a blast for North Americans and visitors alike. Off the field, one of the most enjoyable spectator sports was watching camaraderie emerge from road trips and cultural mashups. Whether it was the Tartan Army firing up the Miami Marlins, Samurai Blue…
The S&P Developed Ex-North America Dividend Growers Index: Dividend Discipline, Defensive Characteristics and Outperformance
In November 2025, S&P DJI expanded its S&P Dividend Growers Index Series by launching the S&P Developed Ex-North America Dividend Growers Index. Like its counterparts, the index focuses on companies with a consistent history of dividend payments, while excluding those with the highest yields to help reduce the risk of yield traps.1 Over the back-tested…
Broadening the Base
Despite recent declines upon renewed geopolitical concerns, the S&P 500® hit two all-time closing highs last week thanks to reduced expectations for a Fed rate hike after a soft jobs report and robust corporate earnings. One of the tailwinds of the market’s rally has been the broadening of performance beyond the mega cap hyperscalers,1 a…
Factor Index Leadership in Australia: Has the Tide Turned?
Last year, we published a paper reviewing the long-term performance of factor indices in the Australian market. One of the key observations from that paper was that, over the long term, quality and momentum had historically been among the strongest-performing single-factor indices. More recently, however, both quality and momentum have faced performance challenges, while enhanced…
S&P 500 Quality Index: Why Outperformance Is Only Half the Story
While headline returns often steal the spotlight, the path to those returns can be equally important—especially for those seeking to weather the market’s ups and downs over the long term. This underscores what makes the S&P 500® Quality Index particularly interesting: it hasn’t just outperformed the S&P 500 over the long term, but it has…
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The Case for the S&P Dividend Aristocrats in Today’s Market
With broad market benchmarks trading at historically low yields and elevated valuations, it’s timely to examine the performance of the S&P Dividend Aristocrats® Index Series in today’s market environment. These indices track companies with a consistent record of dividend growth and currently offer a combination of strong yields and reasonable valuations. Historically, they have also…
Don’t Call It a Comeback: Value’s Ascendance Continues in Australian Equities
The S&P/ASX 200 Value gained 20.20% over the financial year ending June 30, 2026, outperforming the S&P/ASX 200 by more than 14% and its counterpart, the S&P/ASX 200 Growth, by more than 25%. This represents the index’s strongest one-year relative outperformance in over 16 years. Following a long period in which Australian companies with growth…
A Three-Year Milestone: Revisiting the S&P 500 Sector-Neutral Dividend Aristocrats Index
In June 2023, S&P DJI expanded the S&P Dividend Aristocrats® Series with the launch of the S&P 500® Sector-Neutral Dividend Aristocrats Index. The addition proved timely, as over the past three years, the technology-driven Information Technology and Communication Services sectors have fueled much of the S&P 500’s significant gains amid the rise of AI. While…
Anchoring Equity to Economic Activity: The Power of Revenue Weighting
Market-cap-weighted indices like the S&P 500® that offer a broad measure of the market have long served as the foundation of passive investing. With valuations at elevated levels and sector concentration—particularly in technology—near historic highs, we examine alternative weighting methods that may provide broader and complementary views. Revenue weighting offers a complementary approach: by weighting…
