Returns3 Years15.21%


Investment ofper month
gives returns of :
at 13.91% / annum
$in 10 years
for a time period of
Returns % (CAGR)based on historic returns of 13.91% per annum
$+ 13.91%


Last updated as on 27-1-2020

About SPY

Fund Asset Size(AUM) $i
Average Market Cap(MM) $i
Morningstar Ratings 4i
Symbol SPY
Exchange ARCX
ISIN US78462F1030
Category Benchmark Index S&P 500 TR USD
Asset class Equity
Category Large Blend
Country US

Portfolio Characteristics

Expense ratio 0.1i
Beta 1i
P/E ratio 18.32i
Standard Deviation 12.07i

Fund Strategy

The SPY aims to track the Standard & Poor's 500 Index, which comprises 500 large- and mid-cap U.S. stocks. The fund intends to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. The Trust allocates almost all of its fund into common stocks, which are included in the S&P 500 Index. It is structured as a unit investment trust, which is a security that is designed to purchase a fixed portfolio of assets.

About State Street

State Street Global Advisors created the first US listed ETF in 1993. Since then, each new member of the SPDR ETF family has been built to reflect our intimate knowledge of the ETF market. We believe ETFs are about finding simple solutions to help meet investors' needs.

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