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Questions tagged [standard-and-poors-500]

The S&P 500 is a capitalization-weighted stock market index that measures the stock performance of 500 large companies listed on stock exchanges in the United States.

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Do S&P 500 funds run by different investment companies have different performance based on the buying / selling speed of the company?

Three major investment companies that I can think of are Vanguard, Schwab, and Fidelity. Each of those have their own version of funds that track the S&P 500 https://investor.vanguard.com/...
HanMah's user avatar
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19 votes
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Why is the dividend yield on the S&P 500 so low?

Background: The S&P 500 is an index that has consistently grown across many decades. On the other hand, since the 1940s, the dividend yield has been decreasing. It used to be around 6%, while in ...
Tomek Tarczynski's user avatar
2 votes
2 answers
387 views

Does the distribution of an index ETF depend on the day of inception?

My question is this: for ETF or mutual fund such as VTSAX, VTI, VOO, SPY, or even QQQ, a lot of time, it has the top 10 holdings such as Apple or Microsoft, and it is because these stocks have grown ...
Stefanie Gauss's user avatar
2 votes
1 answer
103 views

Do S&P 500 index fund managers buy and sell the stocks the index tracks?

Do S&P 500 index fund managers buy and sell the stocks the index tracks every day? Let us say fund like VFIAX has $500 million in assets. Do the fund managers buy and sell some of these stocks ...
RKA's user avatar
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2 votes
1 answer
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Can I buy index funds without margin and own it like a stock?

I am a total newbie so this might be a silly question but I am trying to buy S&P 500 and own it like a stock. The problem is that my broker (XTB) only has the option to buy it with margin and ...
hdw3's user avatar
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0 answers
222 views

How are SPX index option prices determined in the 15-minute period after the close?

There are SPX index options that expire every single day now (Mondays, Tuesdays, Wednesdays, Thursdays, and Fridays). I know that SPX options will trade until 4:00pm ET on the day of expiration. ...
7529's user avatar
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0 answers
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Why do the quarterly "PM settled" options for the S&P 500 futures have about 1000 points between each strike price?

I'm looking at the options chain for the S&P 500 futures. Almost every option contract I look at, whether it's a daily option, weekly option, monthly option, or quarterly "AM settled" ...
7529's user avatar
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4 votes
2 answers
728 views

How is the average return rate of the S&P 500 annual return calculated?

I am trying to understand where the famous average return rate of about 10% of the S&P 500 comes from. In most conversations, the usual starting date is on 1965. Its averaging closing value at ...
Patrick.B's user avatar
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1 vote
1 answer
174 views

What does it mean to "hedge USD back to CHF"?

I earn in CHF, so I'm considering the iShares S&P 500 CHF Hedged ETF as a way of investing in the S&P 500 while also protecting myself against fluctuations in the USD/CHF exchange rate since ...
Nathanos's user avatar
14 votes
5 answers
6k views

Do I understand correctly that while index funds (based on S&P or Dow Jones) generally go up, it might take a decade?

This is probably a simple question, but I don't know much about investing, so here goes: Some time ago, though I can't find it again now, I read a couple of responses on this site saying that these ...
ispiro's user avatar
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1 vote
1 answer
113 views

Explanation about apparent jump and subsequent fall of VUAA ETF (Sep-Nov 2021)

Serious newbie here with regard to ETFs that track the S&P500, but I was considering investing in VUAA. I was just wondering if someone could explain the large jump there was on Mon Sept 13 and ...
user113376's user avatar
1 vote
1 answer
334 views

Does Fidelity have equivalent ETFs of VFIAX and VDADX [closed]

I noticed that fidelity charges a fee for buying: Vanguard Index Admiral Fund (VFIAX) Vanguard Dividend Appreciation Fund (VDADX) Does fidelity have equivalent funds of the above that I won't be ...
simgineer's user avatar
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7 votes
1 answer
941 views

S&P 500 constituent holdings not proportional to market cap?

The S&P 500 is a float-adjusted market cap weighted index. As of July 16 2021, the 2 top holdings are AAPL at 6.27% and MSFT at 5.78%, a ratio of 1.09. However the ratio of their market cap is ...
raj rajaratnam's user avatar
0 votes
1 answer
86 views

Meaning of "excluding components of the S&P 500" in description of Fidelity Extended Market Index Fund

Under the Additional Disclosures heading of the fund overview for the Fidelity Extended Market Index Fund it states: This description is only intended to provide a brief overview of the mutual fund. ...
Stratus3D's user avatar
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1 vote
1 answer
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When does the buying happen after inclusion in S&P500?

As I understand it, inclusion of a company in the S&P500 means all ETFs that track the S&P, and some of their derivatives, must buy stock in that company. I would expect this to be a ...
Makotanist's user avatar
2 votes
2 answers
2k views

Which of SPY, FXAIX, VOO, IVV can get the most return over the long run?

I gathered the following data from Yahoo Finance's Historical Data. I didn't start from March 3, 2011 because the Yahoo could not provide data for March 2011 for one of the ETF or Fund, so I used June ...
nonopolarity's user avatar
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0 votes
2 answers
150 views

Are the S&P 500 and DOW "performance index" or normal/price index?

I've just learned that (apparently) the term "performance-based index" or "performance index" is used to describe an index that sort of includes dividends. So (based on this web ...
Fattie's user avatar
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1 vote
2 answers
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What is the correct ticker for the S&P 500?

I want to allocate 10% of my income to the S&P 500. Insure stable growth over time. For this purpose, I opened a Robinhood account and looked up S&P.....oh boy there is like gazillion of S&...
user98611's user avatar
3 votes
2 answers
557 views

Why will SPY terminate in 2118?

Today, I discovered that the SPDR S&P 500 ETF Trust (NYSE: SPY) is structured differently from most other ETFs; it appears to be structured as a Unit Investment Trust (UIT). I know that UITs have ...
Flux's user avatar
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36 votes
3 answers
11k views

Why do most of the stock market's gains occur overnight? It has an overall loss during the daytime

I saw a tweet from the Chief Investment Strategist of Charles Schwab that said the following: Since 1993 from @bespokeinvest : Buying SPY at open & selling at close every day (ie, only holding it ...
7529's user avatar
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4 votes
1 answer
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What do index ETFs do when an index constituent has a rights issue?

For index-tracking ETFs, what happens when one of the index constituents has a rights issue? Do the ETFs subscribe to the rights issue, do they ignore the rights, or do they sell the rights? If they ...
Flux's user avatar
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4 votes
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Is it really 0.09% fee that SPY ETF is charging? Over the long term, doesn't SPY mirrors the S&P 500 index?

So the ETF can charge 0.09% as fees, but is it taken away from your account, such as from your 401K account or personal investment account, or is it taken from the ETF Trust itself? If it is taken ...
nonopolarity's user avatar
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0 votes
2 answers
98 views

Convert S&P 500 Market Cap and Dividend Yield to Total Return

I have S&P 500 Dividend Yield data. I want to build graph that would show how much money — including dividends — I would get if I hold 1 "unit" of S&P 500 over time. So the dividends ...
Alex Craft's user avatar
4 votes
1 answer
243 views

Chinese Stock Market crash much less severe during Covid-19/SARS-CoV-2 crisis - Why?

Covid-19, caused by the SARS-CoV-2 virus, has now been around since 3 months. European stock markets have crashed very hard, US-stock market has crashed hard, but the Chinese Stock market on the other ...
Orsinus's user avatar
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20 votes
2 answers
7k views

Why do ETFs that replicate the S&P 500 vary significantly in price?

From Wikipedia: Exchange-traded funds (ETFs) that replicate the performance of the index are issued by The Vanguard Group (NYSE Arca: VOO), iShares (NYSE Arca: IVV), and State Street Corporation (...
Paul Razvan Berg's user avatar
3 votes
1 answer
227 views

Is the S&P500's excess return above Treasuries after investing monthly for forty years really 3.6% annualized?

I was playing with Robert Shiller's U.S. Stock Markets 1871-Present and CAPE Ratio dataset to simulate an investor who buys the S&P500 with their monthly savings—equal to that month's CPI—for the ...
Ahmed Fasih's user avatar
1 vote
2 answers
91 views

Trying to understand diversification in market indexes

I have read an article in morningstar telling that Euro Stoxx 50 provides a good degree of diversification. This surprises me, my understanding is that the S&P 500 is well diversified, how can an ...
Martel's user avatar
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0 votes
1 answer
82 views

Currency risk with a good index, or bad index with no currency risk

I understand that usually is not a good idea to allocate the majority of your assets in international investments due to currency risk. Still, when I look at the Euro Stoxx 50 it seems that it's far ...
Martel's user avatar
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0 votes
2 answers
404 views

S&P 500 only returns 1.26% (after UK inflation)... am I wrong?

I invest in the S&P 500 from the UK. I am trying to calculate what my investment pot will be in 25 years, adjusting for inflation. Unfortunately, my calculations point me towards an abysmal ...
Lawrence Wagerfield's user avatar
2 votes
2 answers
453 views

Why is there more attention on the S&P 500 than on the S&P 500, inflation adjusted, with dividends?

Dividends, like increased stock price, are just another equivalent way for shareholders to gain value (with some tax differences). Many investors reinvest the dividends and so never "see" them. Of ...
Joshua Fox's user avatar
1 vote
3 answers
210 views

S&P 500 Longevity and ETFs

According to this forecast S&P 500 companies longevity (the time they exist in the index) will reduce from 24 years to just 12 by 2030 mostly due to tech disruptions. For an S&P 500 ETF ...
Joel Blum's user avatar
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7 votes
4 answers
23k views

How often do the S&P 500 components change?

And do index funds such as SPY and VOO usually rebalance immediately to reflect the change?
Nico's user avatar
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0 votes
3 answers
535 views

Does investing in the S&P 500 for 3 years yield better yearly returns than investing for 15 years?

I know that my logic is missing something crucial as I always assumed that the longer you leave your money for the closer it approaches to the long term average return. I was just reading this ...
mega_creamery's user avatar
0 votes
1 answer
56 views

Check benefits lost in currency exchange in an ETF that tracks a foreign index

Given an ETF or index fund that tracks a foreign index but is offered in your country's currency, how can you know how much money is the ETF/Fund management taking when exchanging currencies? For ...
Martel's user avatar
  • 1,281
0 votes
1 answer
70 views

Indexes from USA and EU for small investors

Is there any special consideration one must have when comparing indexes from different countries/ zones (e.g. S&P 500 vs SX5E) apart from their respective growths over a period of time? Is there ...
Martel's user avatar
  • 1,281
1 vote
2 answers
273 views

Balanced index fund that tracks S&P 500

I'm looking in Vanguard some balanced (stocks + bonds) index fund / ETF that tracks the S&P 500 but the only thing I've found is: VFINX: https://investor.vanguard.com/mutual-funds/profile/VFINX ...
Martel's user avatar
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1 vote
2 answers
167 views

S&P 500 vs DJIA

I have seen that Vanguard no longer has index funds that track the DJIA, but the S&P 500. Is this because it no longer makes sense to track the DJIA? If so, why?
Martel's user avatar
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1 vote
1 answer
1k views

How can I calculate the monthly total return for the S&P500 (SPX) stock?

I look at the monthly returns for SPX here: Morningstar January February March April May June 2019 7.87 2.97 1.79 3.93 -6.58 6.89 Now, ...
Hajopa's user avatar
  • 13
2 votes
4 answers
185 views

Indexes like S&P 500 vs simply tracking earnings?

I would like to know why ETF's like Vanguard S&P 500 are so popular as opposed to building an index that tracks that top 500 biggest profit makers. Companies like Uber and WeWork can be in the S&...
Joel Blum's user avatar
  • 169
2 votes
1 answer
117 views

Where can I find itemized list of earnings from S&P 500?

I'd like to invest in the S&P 500. I want to know where the earnings come from. For example if my return on a share was $100, I'd like to know what percent/dollar was from which industry (ie. tech,...
user86627's user avatar
3 votes
1 answer
197 views

Why is it hard to find a list of individuals currently on the S&P 500 Index Committee?

All I've managed to find is that David Blitzer is the Chairman, but can't seem to be able to know who are the others, how many, from what industries, how they get elected, etc. Just trying to map out ...
coiso's user avatar
  • 159
0 votes
2 answers
968 views

What is the minimum time an S&P 500 index fund should be given before selling?

I invested $44,449 in an S&P 500 index fund over a period of 15 months. Its current market value is $43,596. As someone who has adopted the buy and hold strategy, how long should I wait before ...
user65421's user avatar
2 votes
4 answers
1k views

Where people invest during stock market crash (USA Q4 2018 crash)? [closed]

Question: Where people invest during stock market crash (USA Q4 2018 crash)? Assumptions: When viewing S&P500 as a proxy to the USA market we can observe that it loses market cap (and price ...
Artem Bernatskyi's user avatar
2 votes
2 answers
1k views

Tracking S&P in Germany

I would like to buy stocks that track the S&P500 in Germany (German citizen - I live and pay taxes in Germany). If I was in the US, I would probably go for an ETF like VOO (Vanguard S&P 500 ...
OO_SE's user avatar
  • 152
2 votes
1 answer
1k views

Why are SPY options available at certain half-dollar (50 cent) strike prices but not others?

Here is a screenshot showing some call options available for the SPY ETF: As you can see, strike prices are available for every dollar increment (281.00, 282.00, 283.00, etc). Strike prices are also ...
7529's user avatar
  • 3,763
1 vote
2 answers
286 views

What will happen to the stock market, once governments increase interest and stop quantitative easing? [closed]

A lot of stock indexes seem to be steeply increasing in price in the last couple of years. For example S&P500 but also lesser known indexes like ATX. Is this the more or less direct result of ...
user1721135's user avatar
2 votes
2 answers
55 views

Where or how can I model historical market purchases [closed]

I've been doing some research into the S&P PE Ratios and the correlation to the performance of the stock market. I'm looking for a place that I can test some of my theories out. For instance, If I ...
user379468's user avatar
6 votes
2 answers
10k views

S&P 500 - Current Constituent List

I'm getting different constituents from various places. An Excel sheet from the S&P website indicates 498 constituents in the S&P 500: Link to Excel Sheet on the S&P website, look at the "...
thanks_in_advance's user avatar
0 votes
2 answers
3k views

How to calculate P/E ratio for S&P500 sectors

I want to calculate the P/E ratio for the different sectors in the S&P500. To do this I'm dividing the sector's index price (found on their website) by the sector's earnings per share. When I do ...
martin's user avatar
  • 101
2 votes
3 answers
259 views

Physical replication ETFs that do not pay out dividends

I am searching for physical replication ETFs that do not pay out dividends at all. I am interest in ETFs that tracks major indices for example , S&P 500, DJIA, REIT, banking, Emerging market, or ...
kliq's user avatar
  • 21