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The S&P 500 contains about 500 stocks of America’s top companies, and each share of an index fund gets investors indirect ownership of all the companies – all at one low annual fee.
Schwab S&P 500 Index Fund (SWPPX) – Expense ratio: 0.02 percent. SPDR S&P 500 ETF Trust (SPY) – Expense ratio: 0.095 percent. State Street S&P 500 Index Fund Class N (SVSPX) – Expense ratio ...
The largest ETF, as of April 2021, was the SPDR S&P 500 ETF Trust (NYSE Arca: SPY), with about $353.4 billion in assets. The second-largest was the iShares Core S&P 500 ETF with around $270.0 billion ( NYSE Arca : IVV ), and third-largest was the Vanguard Total Stock Market ETF ( NYSE Arca : VTI ) with $213.1 billion.
Image source: Getty Images. How the Vanguard S&P 500 ETF could turn $500 per month into $986,900. The S&P 500 advanced 2,170% in the last three decades, returning 10.9% annually.
Adage invests primarily in the S&P 500 equity market universe, based on fundamental analysis. [2] [5] [6] Adage pays partial rebates of prior year fees to its investors when the fund's performance fails to outperform the S&P 500 benchmark. [2] [3] [6] [7] The firm has only had to refund its fees on a few occasions. [2] [3] [6] [7] [8]
S&P Dow Jones Indices updates the components of the S&P 500 periodically, typically in response to acquisitions, or to keep the index up to date as various companies grow or shrink in value. [3] Between January 1, 1963, and December 31, 2014, 1,186 index components were replaced by other components.
With this 2024 run, the S&P 500 has hit a new high, reaching over 6,090. In 2023, the U.S. stock market's most important index gained over 24%, and so far in 2024 it has gained over 26%.
Fund Name Assets (millions of USD) 1 SPDR S&P 500 ETF $ 260,765.80 2 Vanguard 500 Idx Adm $ 256,872.60 3 Vanguard TSM Idx Adm $ 209,796.70 4 Fidelity 500 Index Fund $ 179,000.00 5 iShares:Core S&P 500 $ 159,711.30 6 Vanguard TSM Idx Inst+ $ 152,993.40 7 Vanguard Tot I S Inv $ 135,697.90 8 Vanguard TSM Idx Inv $ 133,038.00 9