Tag Archives: S&P World Ex-U.S. Index
The Momentum Factor: Continuing to Thrive beyond U.S. Borders
Last August, we published a blog highlighting the impressive H1 2025 performance of the S&P World Ex-U.S. Momentum Index compared to both its benchmark universe and the S&P 500®. This strong momentum persisted through the remainder of 2025, with the S&P World Ex-U.S. Momentum Index closing the year with an impressive 43.22% gain (see Exhibit…
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Rallies, Records and Relentless Restlessness: A Tale of Markets in 2025
As 2025 draws to a close, U.S. large caps boast impressive gains: after a rocky start that saw a 19% drawdown, the S&P 500® is up 18% including dividends, as of Dec. 12, significantly above its annualized total return of 10.8% since inception in 1957. The U.S. bellwether also recorded 37 all-time highs this year….
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SPIVA Mid-Year 2025 Results Around the World
For more than 20 years, S&P DJI’s SPIVA® (S&P Indices Versus Active) Scorecards have been evaluating active funds’ performance against their appropriate benchmarks on a biannual basis. The results of our regional SPIVA Scorecards continue to show that active outperformance is rare, especially over the long term.1 Spanning across 11 regions, 54% of all equity…
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SPIVA Around the World
S&P DJI’s SPIVA (S&P Indices versus Active) Scorecards have been measuring active funds’ performance against appropriate benchmarks for over 20 years. With the release of the SPIVA Asia Ex-Japan Year-End 2024 Scorecard, our latest regional addition, all 11 regional SPIVA Scorecards tracking fund performance in 2024 are now available. 2024 was another challenging year for…
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Turning the Tide: Global Markets Outperforming U.S. Equities
Since 2000, annual returns of international equities have been better than those of the U.S. only nine times, as shown by Exhibit 1. After the Global Financial Crisis of 2009, the S&P United States LargeMidCap outperformed the S&P World-Ex-U.S. Index in most years. However, for the first time since 2017, developed market equities have ended…
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Diversifying Exceptionalism
Despite recent sharp U.S. market declines after the Federal Reserve signaled fewer than expected rate cuts, much of recent year-end market commentary has been focused on U.S. exceptionalism and the divergence of U.S. equities compared to the rest of the world. The S&P 500® was up 24.8% YTD through Dec. 18, 2024, reaching 57 all-time…
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Clash of Titans: Diverging Global and Emerging Market Mid-Year Active Performance
Much of recent market commentary has been focused on market concentration concerns,1 thanks to the dominance of mega-cap stocks in the U.S., with the S&P 500® Top 50 outperforming the S&P 500 by 5% for the 12 months ending in September 2024. But as we’ve noted in our inaugural SPIVA® Global Mid-Year 2024 Scorecard, concentration…
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