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SPDR S&P 500 ETF: Everything You Need to Knowin 8 Simple Slides
What Does the SPDR S&P 500 ETF Do? The groundbreaking SPDR S&P 500 ETF aims to provide low-cost investment exposure to the S&P 500 Index for passive investors who want to come close to matching the index’s total return. Image courtesy SSgA.
Short-Term Returns Mirror the Market… The SPDR ETF has done a good job of following the market’s ups and downs.
… As Has Longer-Term Performance You can see the market meltdown in 2008 and the subsequent recovery.
Fees Have Created a Minimal Market Lag Even over a nearly 25-year stretch, fees have had a minimal impact on total return.
SPDR S&P 500 Offers Broad Diversification Image courtesy SSgA. As of 10/28/2015.
SPDR S&P 500 Holdings Include Megacap Stocks Image courtesy SSgA. As of 10/28/2015. The SPDR S&P 500 ETF’s top holdings match up closely with the index’s biggest constituents, which include some of the largest companies in the U.S. market.
General Information About SPDR S&P 500 ETF Assets Under Management: $183 billion Average Daily Trading Volume: $22-23 billion ETF Dividend Yield: 1.98% Net Expense Ratio: 0.0945% Average Bid-Ask Spread: $0.01 per share
Is SPDR S&P 500 ETF Right For You? Other S&P-tracking ETFs have lower expense ratios but don’t trade with as much liquidity Suitable for long-term use in asset allocation to stocks, or for short-term use as a placeholder for stock exposure while waiting to find individual stock ideas Passes through dividends received to shareholders, offering market’s dividend yield
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