About the S&P 500 Index
The S&P 500 is the most widely followed U.S. stock market index, tracking 500 large-cap companies that represent approximately 80% of total U.S. market capitalization. It's market-cap-weighted, meaning larger companies like Apple and Microsoft have greater influence on performance.
Index Details
- Constituents: 500 companies
- Weighting: Market-cap weighted
- Inception: March 4, 1957
- Rebalancing: Quarterly
Popular ETFs
- SPY: SPDR S&P 500
- VOO: Vanguard S&P 500
- IVV: iShares Core S&P 500
- Expense: As low as 0.03%
Sector Breakdown
- Technology (~28-30%)
- Healthcare (~13-15%)
- Financials (~11-13%)
- Consumer Discretionary (~10-12%)
- Communication Services (~8-10%)
- Industrials (~8-9%)
- Consumer Staples (~6-7%)
- Energy (~4-5%)
- Utilities, Real Estate, Materials (~2-3% each)
Historical Performance
- Average annual return: ~10% including dividends
- Dividend yield: ~1.5-2%
- Volatility: ~15% annualized