SPDR S&P 500 ETF (SPY)

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SPDR S&P 500 ETF (SPY) is an index stock ETF (Exchange Traded Fund). This SPDR ETF is one of the largest ETFs.

This ETF's objective is to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. Please check with your brokerage for additional commission.

SPY Fund Details

    SPDR S&P 500 ETF (SPY) Profile
  • Fund Inception Date: 01/22/1993
  • Ticker Symbol: SPY
  • CUSIP: 78462F103
  • Rank in category (YTD): 25%
  • Category: Large Blend
  • Yield: 1.90%
  • Capital Gains: -
  • Expense Ratio: 0.10%
  • Total Assets: $ 231.45 billion
  • Annual Turnover Rate: 21%
The current dividend yield is 1.78%. This index ETF has total assets of $172 billion. With low expense fee of 0.09%, the current share price is $200.71. This large blend fund price has 52 week range between $163.17 and $200.82.

You can buy this ETF through your brokerage for your retirement account or regular investment account. For 401k, please check with your administrator. Invest in popular ETF can be done with as little as 1 share (i.e. $200.71 / share).

SPDR S&P 500 ETF Performance

Morningstar has ranked this U.S. stock ETF with 4 stars rating. In 2014, the year-to-date return is 9.68%. The 1 year annualized return is 25.06%. This popular ETF has returned 20.47% over the past 3 years, and 16.74% over the past 5 years.
  • Year 2017: 6.97% (YTD)
  • Year 2016: 12.00%
  • Year 2015: 1.25%
  • Year 2014: 13.46%
  • Year 2013: 32.31%
As of September 2014, top 5 stocks are Apple Inc (AAPL), Exxon Mobil Corporation (XOM), Microsoft Corp (MSFT), Johnson & Johnson (JNJ), and General Electric Co (GE). Top 5 sectors are technology, financial services, healthcare, industrials, and energy.

Pros:
  • This SPDR S&P 500 ETF has very low expense fee of 0.09%.
  • This stock fund has a decent yield for income.
  • You can diversify your investment portfolio using this ETF.
Cons:
  • Don’t expect super return or lousy return.

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