SP 500 Etf Profile

RSP
 Etf
  

USD 133.31  1.50  1.11%   

Market Performance
0 of 100
Odds Of Distress
Less than 5
SP 500 is selling at 133.31 as of the 7th of October 2022; that is -1.11 percent decrease since the beginning of the trading day. The etf's last reported lowest price was 133.08. SP 500 has under 5 % chance of experiencing financial distress over the next 2 years, but has generated negative returns over the last 90 days. Equity ratings for SP 500 EW are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of October 2020 and ending today, the 7th of October 2022. Click here to learn more.
The fund generally will invest at least 90 percent of its total assets in the securities that comprise the underlying index. SP 500 is traded on NYSEArca Exchange in the United States. More on SP 500 EW

Moving together with SP 500

+0.86DISWalt Disney Fiscal Year End 9th of November 2022 PairCorr
+0.88JPMJP Morgan Chase Fiscal Year End 13th of January 2023 PairCorr

SP 500 Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. SP 500's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding SP 500 or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
SP 500 EW generated a negative expected return over the last 90 days
On 23rd of September 2022 SP 500 paid $ 0.6302 per share dividend to its current shareholders
The fund maintains 100.05% of its assets in stocks
Vice PresidentKieth Fletcher
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of SP 500's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
IssuerInvesco
Inception Date2003-04-24
BenchmarkS&P 500 Equal Weighted Index
Entity TypeRegulated Investment Company
Asset Under Management27.82 Billion
Average Trading Valume2.11 Million
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Bank of New York Mellon Corporation
AdvisorInvesco Capital Management LLC
CustodianThe Bank of New York Mellon Corporation
DistributorInvesco Distributors, Inc.
Portfolio ManagerPeter Hubbard, Michael Jeanette, Jonathan Nixon, Tony Seisser
Transfer AgentThe Bank of New York Mellon Corporation
Fiscal Year End31-May
ExchangeNYSE Arca, Inc.
Number of Constituents504
Market MakerIMC
Total Expense0.2
Management Fee0.2
Nav Price145.84
Two Hundred Day Average148.43
Ytd-12.98%
Average Daily Volume In Three Month1.92M
Trailing Annual Dividend Rate2.01
Fifty Two Week Low127.08
As Of Date22nd of July 2022
Trailing Annual Dividend Yield1.58%
Average Daily Volume Last 10 Day2.87M
Fifty Two Week High164.9
One Month5.77%
Fifty Day Average142.29
SP 500 EW [RSP] is traded in USA and was established 2003-04-24. The fund is classified under Large Blend category within Invesco family. SP 500 EW at this time have 28.97 B in assets. , while the total return for the last 3 years was 10.95%.
Check SP 500 Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on SP 500 Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding SP 500 Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as SP 500 EW Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top SP 500 EW Constituents

SP 500 Target Price Odds Analysis

Contingent on a normal probability distribution, the odds of SP 500 jumping above the current price in 90 days from now is about 86.55%. The SP 500 EW probability density function shows the probability of SP 500 etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon the etf has a beta coefficient of 1.0997 indicating SP 500 EW market returns are highly reactive to returns on the market. As the market goes up or down, SP 500 is expected to follow. Additionally, the company has an alpha of 0.0444, implying that it can generate a 0.0444 percent excess return over DOW after adjusting for the inherited market risk (beta).
  Odds Below 133.31HorizonTargetOdds Above 133.31
13.31%90 days
 133.31 
86.55%
Based on a normal probability distribution, the odds of SP 500 to move above the current price in 90 days from now is about 86.55 (This SP 500 EW probability density function shows the probability of SP 500 Etf to fall within a particular range of prices over 90 days) .

SP 500 Top Holders

SP 500 Major Institutional Holders

Institutional Holdings refers to the ownership stake in SP 500 that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of SP 500's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing SP 500's value.
InstituionSecurity TypeTotal SharesValue
Morgan StanleyFund Units12.6 M1.7 B
View SP 500 Diagnostics

SP 500 EW Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. SP 500 market risk premium is the additional return an investor will receive from holding SP 500 long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in SP 500. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although SP 500's alpha and beta are two of the key measurements used to evaluate SP 500's performance over the market, the standard measures of volatility play an important role as well.

SP 500 EW Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of sixty-one. SP 500 EW Tanh Of Price Series is a hyperbolic price transformation function.
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SP 500 Against Markets

Picking the right benchmark for SP 500 etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in SP 500 etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for SP 500 is critical whether you are bullish or bearish towards SP 500 EW at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in SP 500 without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in SP 500 EW?

The danger of trading SP 500 EW is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of SP 500 is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than SP 500. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile SP 500 EW is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additionally, take a look at Your Equity Center. You can also try CEO Directory module to screen CEOs from public companies around the world.

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When running SP 500 EW price analysis, check to measure SP 500's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy SP 500 is operating at the current time. Most of SP 500's value examination focuses on studying past and present price action to predict the probability of SP 500's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move SP 500's price. Additionally, you may evaluate how the addition of SP 500 to your portfolios can decrease your overall portfolio volatility.
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The market value of SP 500 EW is measured differently than its book value, which is the value of SP 500 that is recorded on the company's balance sheet. Investors also form their own opinion of SP 500's value that differs from its market value or its book value, called intrinsic value, which is SP 500's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SP 500's market value can be influenced by many factors that don't directly affect SP 500's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SP 500's value and its price as these two are different measures arrived at by different means. Investors typically determine SP 500 value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SP 500's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.