Tag Archives: S&P 600
Still Quality by Design: A Deep Dive into the Recent Performance of the S&P SmallCap 600
Prior to the start of 2025, the S&P SmallCap 600® outperformed the Russell 2000—another prominent small-cap U.S. equity index—in 20 of the full calendar years to December 2024. However, the S&P SmallCap 600 has underperformed the Russell 2000 by 9% YTD, putting it on track to record its worst year of relative performance since its…
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Quality by Design: A Deep Dive into the S&P SmallCap 600
The S&P SmallCap 600® represents the U.S. small-cap equity market by tracking companies that meet specific liquidity and financial viability criteria. While both the S&P 600® and Russell 2000 target this segment, their performance has diverged significantly. Since 1994, the S&P 600—built on a rules-based methodology—has consistently outperformed the Russell 2000, delivering a 1.6% higher…
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Seeking Quality within Quality
Despite emerging geopolitical tensions, U.S. equities have staged a dramatic comeback over the past quarter, with the S&P 500® up 9% QTD through June 25, 2025, fueled by robust corporate earnings from Big Tech. Meanwhile, with the impending Russell reconstitution,1 the market’s mind has shifted toward smaller caps, which have had a more challenging time, with…
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How Sector Neutrality Influences Risk/Return in S&P Dividend Aristocrats
What are the potential benefits of a sector neutral approach to S&P Dividend Aristocrats? S&P DJI’s Rupert Watts and State Street Global Advisors’ Colin Ireland explore the construction and range of potential applications for the S&P Sector-Neutral High Yield Dividend Aristocrats.
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diversification, ETFs, high yield dividend growers, indexing, large-cap equities, mid-cap equities, quality dividend growers, Rupert Watts, S&P 1500, S&P 400, S&P 500, S&P Composite 1500, S&P Dividend Aristocrats, S&P Sector-Neutral High Yield Dividend Aristocrats, sector neutrality, sectors, small-cap equities, U.S. Equities
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- diversification, ETFs, high yield dividend growers, indexing, large-cap equities, mid-cap equities, quality dividend growers, Rupert Watts, S&P 1500, S&P 400, S&P 500, S&P Composite 1500, S&P Dividend Aristocrats, S&P Sector-Neutral High Yield Dividend Aristocrats, sector neutrality, sectors, small-cap equities, U.S. Equities
Examining Cash Flow in Small-Cap U.S. Equities
How does screening the S&P 600 for the top 100 companies based on free cash flow yield influence performance? S&P DJI’s Michael Mell takes a custom look at the Pacer US Small Cap Cash Cows Index with Sean O’Hara, President of Pacer ETFs and Cameron Dawson, Chief Investment Officer at NewEdge Wealth.
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Who’s Naughty and Nice
At this time of year, my 9 year old excitedly polishes his boots so that, according to Hungarian tradition, Santa can fill them with sweets and toys during the night between December 5 and 6 (yes, he does arrive a few weeks early in Central Europe). Just like in years past, I am sure he…
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Connecting the S&P/ASX 200 to U.S. Equity Icons
Many market participants have a “home bias,” typically having larger exposures to domestic securities than would be determined by their representation in the global opportunity set. Australia is no exception: compared to Australia’s 2% weight in the S&P Global BMI, Australian investors allocated an estimated 49% of their total equity allocation to domestic stocks at…
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SPIVA and the Challenges of Active Outperformance
What are the three main reasons it’s hard for most active managers to beat their benchmarks? Explore findings from the SPIVA and Persistence Scorecards with S&P DJI’s Craig Lazzara including an allegorical look at what might happen if Craig challenged Michael Jordan to a free-throw shooting contest.
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Examining Equal Weight
In this tumultuous market characterized by Fed rate hikes, elevated inflation and a strong dollar, mega-cap growth companies have suffered heavy losses, paced by recent “Big Tech” earnings disappointments from Meta, Microsoft, Alphabet, Amazon and others. The S&P 500® Top 50 declined by 19% over the past 12 months, underperforming the S&P 500 by 5%….
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Why Core Construction Matters
Look inside the S&P 1500 and its core components as S&P DJI’s Hamish Preston explores the performance of Equal Weight and sector indices, as well as highlighting how positive earnings can influence performance. https://youtu.be/5SX6lxzUFt4
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