Disclaimer: The TipRanks Smart Score performance is based on backtested results. Backtested performance is not an indicator of future actual results. The results reflect performance of a strategy not historically offered to investors and does not represent returns that any investor actually attained. Backtested results are calculated by the retroactive application of a model constructed on the basis of historical data and based on assumptions integral to the model which may or may not be testable and are subject to losses. General assumptions include: XYZ firm would have been able to purchase the securities recommended by the model and the markets were sufficiently liquid to permit all trading. Changes in these assumptions may have a material impact on the backtested returns presented. Certain assumptions have been made for modeling purposes and are unlikely to be realized. No representations and warranties are made as to the reasonableness of the assumptions. This information is provided for illustrative purposes only. Backtested performance is developed with the benefit of hindsight and has inherent limitations. Specifically, backtested results do not reflect actual trading or the effect of material economic and market factors on the decision-making process. Since trades have not actually been executed, results may have under- or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity, and may not reflect the impact that certain economic or market factors may have had on the decision-making process. Further, backtesting allows the security selection methodology to be adjusted until past returns are maximized. Actual performance may differ significantly from backtested performance. Backtested results are adjusted to reflect the reinvestment of dividends and other income and, except where otherwise indicated, are presented gross-of fees and do not include the effect of backtested transaction costs, management fees, performance fees or expenses, if applicable. Please note all regulatory considerations regarding the presentation of fees must be taken into account. No cash balance or cash flow is included in the calculation.
FAQs
SPDR S&P 500 ETF Trust (SPY) Stock Dividend History Dates & Yield - TipRanks.com? ›
SPDR S&P 500 ETF Trust (SPY)
With hundreds of billions in the fund, it's among the most popular ETFs. The fund is sponsored by State Street Global Advisors — another heavyweight in the industry — and it tracks the S&P 500. Expense ratio: 0.095 percent. That means every $10,000 invested would cost $9.50 annually.
SPDR S&P 500 ETF Trust (SPY)
With hundreds of billions in the fund, it's among the most popular ETFs. The fund is sponsored by State Street Global Advisors — another heavyweight in the industry — and it tracks the S&P 500. Expense ratio: 0.095 percent. That means every $10,000 invested would cost $9.50 annually.
Since it was expanded to include 500 stocks in 1957, the average annualized return in the S&P 500 is closer to 10.15%. That means the average annualized return in SPY is roughly 10%.
What is the difference between SPDR S&P 500 ETF and S&P 500? ›The SPDR S&P 500 ETF Trust (SPY), also known as SPY, is an exchange-traded fund that tracks the performance of the S&P 500 index. The S&P 500 is a stock market index that measures the performance of 500 large cap publicly traded companies in the United States.
What is the target price for SPY? ›The average price target for SPY is $625.55. This is based on 504 Wall Streets Analysts 12-month price targets, issued in the past 3 months. The highest analyst price target is $725.38 ,the lowest forecast is $513.91. The average price target represents N/A Increase from the current price of N/A.
What ETF has the highest 10 year return? ›The best-performing ETF in the last 10 years was VanEck Semiconductor ETF (SMH). A $10,000 investment into SMH 10 years ago would be worth over $110K today.
Is Vanguard or SPDR better? ›Whether you're a seasoned investor or just starting, the Vanguard, iShares, and SPDR versions of S&P 500 ETFs are all solid bets for broad market exposure. If you insist on the best, the Vanguard fund provides a Goldilocks combination of the lowest possible fees and mid-range suitability for options trades.
What is the 10 year average return on the S&P 500? ›Stock Market Average Yearly Return for the Last 10 Years
The historical average yearly return of the S&P 500 is 12.864% over the last 10 years, as of the end of July 2024. This assumes dividends are reinvested.
| Period | Average annualised return | Total return |
|---|---|---|
| Last year | 24.6% | 24.6% |
| Last 5 years | 15.8% | 108.3% |
| Last 10 years | 15.0% | 303.0% |
| Last 20 years | 11.1% | 727.4% |
| # | Name | 10Y Total Rtn |
|---|---|---|
| 1 | SPDR S&P 500 ETF Trust (SPY) | 235.42% |
| 2 | iShares Core S&P 500 ETF (IVV) | 237.63% |
| 3 | Vanguard S&P 500 ETF (VOO) | 237.72% |
| 4 | Vanguard Total Stock Mark.. (VTI) | 219.80% |
Is it better to invest in SPY or spx? ›
SPX options hold a higher value than SPY options because of the difference in share prices. A trader needs 10 SPY options to have the same value as one SPX option. While SPX options hold more value per contract, they both produce similar returns. If the S&P 500 increases by 1%, the SPY will also increase by roughly 1%.
Who owns SPDR S&P 500 ETF? ›SPDR is a trademark of Standard and Poor's Financial Services LLC, a subsidiary of S&P Global. The name is an acronym for the first member of the family, the Standard & Poor's Depositary Receipts, now the SPDR S&P 500 Trust ETF, which is designed to track the S&P 500 stock market index.
Is SPDR Portfolio S&P 500 High dividend ETF a good investment? ›Performance and Risk
The S&P 500 High Dividend Index is designed to measure the performance of the top 80 dividend-paying securities listed on the S&P 500 Index, based on dividend yield. The ETF return is roughly 19.06% so far this year and was up about 30.08% in the last one year (as of 09/17/2024).
SPYI has a consensus rating of Moderate Buy which is based on 402 buy ratings, 97 hold ratings and 6 sell ratings. What is SPYI's price target? The average price target for SPYI is $57.03. This is based on 505 Wall Streets Analysts 12-month price targets, issued in the past 3 months.
Is SPY a long term investment? ›Investors can easily buy or sell the ETF, making it appealing for any investment horizon. Moreover, the ETF has delivered solid returns over the long term, with an increase of 69.7% over the past five years, making SPY a popular choice for those seeking market growth.
How much does SPY return per year on average? ›As of August 2024, in the previous 30 Years, the SPDR S&P 500 (SPY) ETF obtained a 10.56% compound annual return, with a 15.12% standard deviation.
Is it smart to invest in S&P 500 ETF? ›Investing in an S&P 500 fund can instantly diversify your portfolio and is generally considered less risky than purchasing individual stocks directly. Because S&P 500 index funds or ETFs track the performance of the S&P 500, when that index does well, your investment will, too. (The opposite is also true, of course.)
Is now a good time to invest in the S&P 500? ›Also, research suggests that when it comes to the S&P 500's historical returns, there's never been a bad time to buy as long as you're a long-term investor.
Is SPDR portfolio S&P 500 Growth ETF a good investment? ›SPDR Portfolio S&P 500 Growth ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, SPYG is an excellent option for investors seeking exposure to the Style Box - Large Cap Growth segment of the market.
Is SPDR a good stock to buy? ›Are SPDR ETFs a good investment? For investors wondering where to invest, State Street's SPDR ETFs offer a broad range of options that allow them to build a core portfolio while taking occasional shots to capture some of the benefits of higher-growth sectors.