S&P 500® index
1 year return
+12.83%6,827.41
The S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities. The index includes 500 leading companies and covers approximately 80% of available market capitalization.
Historical tax loss rate25.78%
A $100k investment on Oct 1, 2021 would've harvested $25,777 in losses by May 1, 2025.
Positions
Sectors
Information Technology
34.3%Financials
13.5%Telecommunication Services
10.5%Consumer Discretionary
10.4%Health Care
9.6%Industrials
8.2%Consumer Staples
4.8%Energy
2.9%Utilities
2.2%Real Estate
1.8%Materials
1.7%Fees & minimums
Annual fee0.09%
Minimum investment$20,000.00
Comparison ETF
SPY
SPDR S&P 500 ETF Trust
Expense ratio0.09%
Customizations
2Sector customizations
10Stock customizations
View investment dataData shown is as of