S&P 1500

Last updated

S&P Composite 1500
FoundationMay 18, 1995;30 years ago (1995-05-18) [1]
Operator S&P Global
Exchanges Nasdaq, NYSE, CBOE
Trading symbol
  • SP1500
  • ^SP1500
  • ^SPSUPX
Constituents1,506 [1]
TypeSmall, Medium and Large cap
Market cap US$56.8 trillion
(as of December 31, 2024)
Weighting method Market value-weighted
Related indices
Website www.spglobal.com/spdji/en/indices/equity/sp-composite-1500

The S&P 1500, or S&P Composite 1500 Index, is a stock market index of US stocks published by S&P Global. It combines stocks in the S&P 500, S&P MidCap 400, and S&P SmallCap 600. [2] This index covers approximately 90% of the market capitalization of U.S. stocks and is a broad measure of the U.S. equity market.

Contents

The index was launched on May 18, 1995 with a first value date of December 30, 1994.[ citation needed ]

Other subsets

Standard & Poor's also provides the S&P 900 index (a combination of the S&P 500 index plus the S&P MidCap 400) [3] and the S&P 1000 (the S&P MidCap 400 plus the S&P SmallCap 600 index). [4]

Versions

Like many indexes, the headline quote for the "S&P 1500" is a price return index; however, there is also "total return" version of the index, which includes dividends, interest and distributions (when applicable). 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. [5]

Methodology construction

The following criteria are used by S&P Dow Jones Indices to determine eligibility for inclusion. The company publishes it's full methodology details on its website.

The index rebalances quarterly in March, June, September, and December.[ citation needed ]

Annual returns

YearPrice returnTotal return
202422.24%23.95%
202323.41%25.47%
2022-19.12%-17.78%
202126.66%28.45%
202015.81%17.92%
201928.34%30.90%
2018−6.77%−4.96%
201718.80%21.13%
201610.65%13.03%
2015−1.03%1.01%
201410.88%13.08%
201330.12%32.80%
201213.67%16.17%
2011−0.26%1.75%
201014.17%16.38%
200924.33%27.25%
2008−38.16%−36.72%
20073.60%5.47%
200613.28%15.34%
20053.83%5.66%
20049.96%11.78%

[1]

See also

References

  1. 1 2 3 "S&P Composite 1500" . Retrieved July 7, 2023.
  2. "S&P Composite 1500".
  3. "S&P 900" . Retrieved July 7, 2023.
  4. "S&P 1000" . Retrieved July 7, 2023.
  5. "S&P 500 Index".