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S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than ...more

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Finding Fee Savings In Fixed Income
One of the benefits of indexing is its low cost relative to active management. As indexing has grown, investors have benefited substantially by saving on fees and avoiding active underperformance.
The November 2023 Rebalance Of The S&P 500 Low Volatility Index
The S&P 500 continued its strong performance this year after posting a 9.8% gain in a span of less than three weeks from Oct. 30 to Nov. 17, 2023.
A Tactical Look At Sectors
A discussion of practical applications for sector indices.
An Elevating Effect On Equal Weight?
The trouncing of smaller caps by mega-cap stocks has been one of the hallmark market themes of this year, with the S&P 500® Top 50 outpacing the S&P SmallCap 600® by 30% YTD.
The Magnificent Seven: A Taxing Question
Taxes could have made a significant impact on the average returns of actively managed U.S. equity funds.
Measuring Fixed Income Opportunities In Asia With Indices
A discussion about how indexing is helping market participants track the evolving fixed income opportunity set across currencies in Asia.
Material Change In A Material World
The transition to more renewable energy sources will likely see a higher dependence on the global supply of materials required for a successful energy transition.
Tracking The Evolving Yield Landscape With Indices
A discussion about how shifts in U.S. interest rates influenced the fixed-income opportunity set in Asia.
Previewing The 2024 S&P GSCI Rebalance: Big Oil’s Mojo Is Back
Reviewing the projected weights of the 2024 S&P GSCI rebalance oil is expected to remain the largest commodity in the index.
Investigating The Premium Available To Factor Returns Via A Focus On Sustainability
Factor indices aim to provide investors with the means to access factor exposure in a cost-effective and transparent way.
The Importance Of Profitability In Australian Small Caps
It has long been evident that small-cap companies with a track record of generating earnings have outperformed relative to their peers.
Tracking The Sun With Indices
A discussion about how an index can measure the companies driving the continued rise of solar power.
Can Active Managers Outsmart The S&P 500 Dividend Aristocrats?
The S&P 500 Dividend Aristocrats has proven difficult to beat, with over 98% of U.S. active managers underperforming the index over the past 10 years.
Seeking Shelter In Short-Term Municipals
U.S. Treasury bonds are on track to have their third consecutive year of negative performance—something that has never happened in the 95-year history of U.S. government securities.
Why Do U.S. Mid-Cap Equities Matter?
A discussion about what makes the S&P 400 relevant globally and the distinctive sector and risk/return characteristics of this slice of the U.S. equity market.
Active Success: Still Elusive
The remarkable performance of the S&P 500’s largest stocks made it particularly difficult in the first half of 2023. If the index’s larger caps continue to outperform, active managers’ difficulties are likely to continue.
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