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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.

2 votes
2 answers
401 views

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
  • 365
19 votes
2 answers
7k views

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
  • 123
2 votes
1 answer
291 views

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
  • 123
0 votes
0 answers
225 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
  • 3,763
0 votes
0 answers
52 views

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
  • 3,763
4 votes
2 answers
729 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
  • 143
1 vote
1 answer
176 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
  • 1,253
1 vote
1 answer
114 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
335 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
  • 113
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
  • 115
1 vote
1 answer
401 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 ...
Makotanist's user avatar

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