Tag Archives: S&P Composite 1500
Celebrating 30 Years of the S&P Composite 1500
Launched on May 18, 1995, the S&P Composite 1500® (the S&P 1500™) celebrated its 30th anniversary yesterday. Designed for investors looking to replicate the performance of the U.S. equity market or to benchmark against a representative universe of tradeable stocks, the S&P 1500 combines the S&P 500®, S&P MidCap 400® and S&P SmallCap 600® indices…
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The Market Measure
Explore the dynamics that drove performance trends around the world in 2024 as well as the potential implications of all-time highs for market participants.
- Categories Commodities, Equities, Fixed Income, S&P 500 & DJIA
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The Taxing Effect of Taxes
“Be thankful I don’t take it all, cause I’m the taxman.” George Harrison (The Beatles) in “Taxman” For over 20 years, S&P Dow Jones Indices has compared index performance against actively managed funds and published the results in the SPIVA® Scorecards. Active funds have often struggled to match the returns of capitalization-weighted benchmarks like the…
- Categories Equities, S&P 500 & DJIA
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- Equities, S&P 500 & DJIA
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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 600, 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 600, S&P Dividend Aristocrats, S&P Sector-Neutral High Yield Dividend Aristocrats, sector neutrality, sectors, small-cap equities, U.S. Equities
Magnificent Mid Caps and Sensational Small Caps
U.S. equities rose in 2023, with the mega-cap “Magnificent Seven” driving most of the S&P Composite 1500®’s 25% gain. While mega caps continued to outperform in January 2024, not all seven of the aforementioned group ranked highly. This has led to some market commentators looking to coin new phrases: “Sensational Six” or “Super Six” (the…
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Splitting Size in U.S. Equities: S&P DJI versus MSCI in H1 2023
The first half of 2023 saw a strong rebound from 2022 for equities: the S&P 500® gained 17% as the U.S. outperformed the S&P Global Ex-U.S. BMI (up 10%). Information Technology led the way across the U.S. cap spectrum, possibly reflecting investors’ expectations regarding the potential impact of artificial intelligence. The S&P Composite 1500® combines…
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Balancing High Yield and Growing Dividends in a Sector-Neutral Framework with the S&P Sector-Neutral High Yield Dividend Aristocrats
In September 2022, S&P DJI was pleased to add the S&P Sector-Neutral High Yield Dividend Aristocrats® to the S&P Dividend Aristocrats Index Series. While most dividend indices have notable sector under- and overweights versus their underlying benchmark, this index is the first in the series to be sector neutral. As such, this index emphasizes dividend…
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S&P U.S. Indices Mid-Year 2023: Analyzing Relative Returns to CRSP
Following a challenging 2022, H1 2023 hosted a recovery among U.S. equities: the S&P 500® (up 16.9%) posted its fourth-best first half since 1996, and there were gains across the market cap spectrum. But on a relative basis, and in contrast to longer horizons, the S&P Core U.S. Equity Indices lagged their CRSP counterparts in…
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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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Diversification and Performance: Potential Applications of U.S. Equities in Japan
The U.S. equity market is by far the largest in the world, representing 57.7% of the global market capitalization, and it is nearly nine times the size of the Japanese equity market (see Exhibit 1). Hence, Japanese investors may wish to consider U.S. equities in order to not overlook a significant portion of the global…
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