Have Passive AUMs Eclipsed Active?

(Click on image to enlarge)

As indexing has grown, the benefits to investors – in terms of underperformance avoided and fees saved – have been substantial. The bars in the chart above show the growth of assets tracking the S&P 500, S&P MidCap 400, and S&P SmallCap 600. As of December 2018, those assets totaled nearly $3.9 trillion. The green line represents our estimate of the cumulative savings in management fees over the past 23 years; the savings cumulate to $287 billion.

1 2
View single page >> |

Copyright © 2018 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. This material is reproduced with the prior written consent of S&P DJI. For more information ...

more
How did you like this article? Let us know so we can better customize your reading experience. Users' ratings are only visible to themselves.

Comments

Leave a comment to automatically be entered into our contest to win a free Echo Show.