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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34
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3answers
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 ...
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2answers
6k 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 (...
15
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1answer
9k views

How do euro hedged index funds work?

I was trying to find a S&P 500 tracking fund and came across this one. db x-trackers S&P 500 Euro Hedged Index UCITS ETF. Can anyone explain what the Euro hedging means and how it is supposed ...
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3answers
25k views

How do I compare my investment portfolio against the S&P 500?

My investment portfolio is made up of several stocks, mutual funds, and bonds I've put money into over the years. My question is: If I had put all of my investments over the years into a S&P 500 ...
7
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1answer
901 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 ...
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2answers
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 "...
4
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4answers
14k 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?
4
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1answer
219 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 ...
4
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2answers
4k views

Who determines, and how, the composition of the S&P 500 index?

I thought S&P 500 would contain the top 500 U.S. companies by market cap, but apparently that is not the case? e.g., Facebook (FB) was only recently added and has market cap of $100B whereas ...
4
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1answer
616 views

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 ...
4
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1answer
111 views

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 ...
3
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1answer
185 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 ...
3
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1answer
184 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 ...
3
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2answers
275 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 ...
2
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4answers
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 ...
2
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2answers
316 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 ...
2
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2answers
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 ...
2
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4answers
178 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&...
2
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2answers
48 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 ...
2
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3answers
245 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 ...
2
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1answer
871 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 ...
2
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0answers
73 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,...
2
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2answers
1k 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 ...
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2answers
26k views

How do I calculate two standard deviations away from the stock price?

How would I figure out how many basis points "two standard deviations" is based on the current spot price? For example, the S&P 500 is trading at about $1671.20. What is two standard deviations +/...
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3answers
3k views

What are the minimum investment requirements for the S&P500 spyder (NYSE:SPY)?

The current price for the S&P500 SPDR ETF is about USD 150, so I would guess that I need approximately USD 15,000 to purchase the minimum lot of 100 shares, as well as the transaction costs, which ...
1
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2answers
74 views

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&...
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2answers
85 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 ...
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2answers
244 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 ...
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2answers
263 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 ...
1
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1answer
2k views

Best S&P 500 index tracker available in EU countries? [closed]

When I was living in the US I've started investing into the Vanguard 500 Index Fund. However, now I'm back in Europe and are looking for similar index funds that are tracking S&P 500. Does anyone ...
1
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1answer
73 views

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 ...
1
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2answers
153 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?
1
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1answer
761 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, ...
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3answers
189 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 ...
0
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3answers
435 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 ...
0
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2answers
882 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 ...
0
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2answers
98 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 ...
0
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1answer
70 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 ...
0
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1answer
77 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. ...
0
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2answers
252 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 ...
0
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2answers
85 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 ...
0
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1answer
66 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 ...
0
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1answer
53 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 ...
0
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2answers
2k 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 ...
0
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0answers
22 views

Yahoo Finance error? Did the VUAA.L etf drop by 20% shortly after debut (May 2019)?

I'm learning more about stock indices and doing an evidence-based approach. Many sources tout Yahoo Finance as a great place to get stock market data, so I'm looking at its data for the Vanguard S&...
0
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0answers
23 views

Buying SWPPX from outside the US

I'm a non-US citizen currently residing in the US. I have a Charles Schwab brokerage account where I buy SWPPX on a regular schedule. In the event that I decide to leave the US and head back to my ...
-1
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1answer
1k views

What is the daily rebalanced leverage ratio that is ideal for the S&P 500 based on past performance?

This question assumes an investor with a very low risk-aversion coefficient. The risk-aversion coefficient is basically the 2nd-derivative of an investor's utility function as a function of money. An ...