S&P 1500

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The S&P 1500, or S&P Composite 1500 Index, is a stock market index of US stocks made by Standard & Poor's. It includes all stocks in the S&P 500, S&P 400, and S&P 600. This index covers 90% of the market capitalization of U.S. stocks. The index was launched on May 18, 1995.[1]

Investing[edit]

There is an exchange-traded fund that tracks this index, iShares S&P 1500.

Other subsets[edit]

S&P also have the S&P 900 (S&P 500 plus S&P 400) index and the S&P 1000 (S&P 400 plus S&P 600) index.[2][3]

Versions[edit]

The "S&P 1500" generally quoted is a price return index; there is also "total return" version of the index. These versions differ in how dividends are accounted for. The price return version does not account for dividends; it only captures the changes in the prices of the index components. The total return version reflects the effects of dividend reinvestment.

Annual returns[edit]

Year Price return Total return
2013 30.12% 32.80%
2012 13.67% 16.17%
2011 -0.26% 1.75%
2010 14.17% 16.38%
2009 24.33% 27.25%
2008 -38.16% -36.72%
2007 3.60% 5.47%
2006 13.28% 15.34%
2005 3.83% 5.66%
2004 9.96% 11.78%

[1]

See also[edit]

External links[edit]

References[edit]