Unhurried.Money
Index reference · United States · Large cap

S&P 500

The 500 largest US companies, weighted by size. The default benchmark of long-term investing.

Tickers
SPY · VOO · IVV
Inception
1957
Constituents
503
Currency
USD
Region
United States
§ 01

What it tracks

A committee at S&P Dow Jones Indices selects the constituents. To enter the , a company must be US-domiciled, have a of at least roughly $20 billion, be profitable over the latest four quarters, and trade enough shares to be . The index is weighted by free-float market capitalization, bigger companies count more. Apple at ~7% of the index moves it almost ten times more than a 0.7% holding does. The committee adds and removes names a few times a year as companies grow, shrink, merge or get acquired, which is why the count drifts slightly above or below 500.

§ 02

Geographic exposure

Where in the world the index is invested, by domicile of listed company. For global indices this varies significantly between developed and emerging markets.

United States
100.0%
!

The S&P 500 is 100% US-listed companies by domicile. However, roughly 40% of the revenues of its constituents are earned outside the United States, so it carries more international economic exposure than it appears on paper.

Approximate end-2025 figures

§ 03

Historical performance

Annual total returns from 2001 onward, including reinvested . Move the slider to see what a different starting amount would have become, and switch to the bar view to see how uneven the path actually was.

You invested
$10,000
It became
$87,121
Annualized return
9.04%
$10,000
$1,000$100,000

Total return, dividends reinvested, before fees and taxes. Past performance is not indicative of future results.

10-year
13.4%
20-year
10.5%
Best year
+32.4%
2013
Worst year
-37.0%
2008
Worst
-55.3%
Oct 2007, Mar 2009
§ 04

Returns by decade

Average annualised return for each full decade. This view makes it obvious that the path is anything but smooth, the 2000s were a lost decade for US equities, erasing all gains from the dot-com crash and the 2008 financial crisis.

1950s
+19.4%
1960s
+7.8%
1970s
+5.9%
1980s
+17.5%
1990s
+18.2%
2000s
-1.0%
2010s
+13.6%
2020s *
+14.5%

* 2020s is partial (2020–2025). All figures are approximate total return .

§ 05

Sector breakdown

How the index splits across the eleven standard GICS sectors. The bigger the bar, the larger the weight in the index.

Information Technology
31.5%
Financials
13.2%
Health Care
10.6%
Consumer Discretionary
10.4%
Communication Services
9.5%
Industrials
8.0%
Consumer Staples
5.6%
Energy
3.4%
Utilities
2.5%
Real Estate
2.1%
Materials
2.0%

Approximate end-2025 figures

§ 06

Top 10 holdings

The largest names in the index by weight. Together they make up a meaningful share of the whole, pay attention to concentration.

# Company Ticker Weight
1 Apple AAPL 7.1%
2 Microsoft MSFT 6.6%
3 Nvidia NVDA 6.5%
4 Amazon AMZN 3.9%
5 Alphabet (Google) GOOGL 3.8%
6 Meta Platforms META 2.6%
7 Tesla TSLA 2.0%
8 Berkshire Hathaway BRK.B 1.8%
9 Broadcom AVGO 1.7%
10 JPMorgan Chase JPM 1.4%
§ 07

ETFs that track it

The funds most long-term investors use to own this index. Lower are almost always better. Domicile matters for , UCITS funds are domiciled in Ireland (IE) for European investors, US-domiciled (US) for American ones.

Ticker Fund name Provider Domicile Type
VOO Vanguard S&P 500 ETF Vanguard US Dist 0.03%
IVV iShares Core S&P 500 ETF BlackRock US Dist 0.03%
SPY SPDR S&P 500 ETF Trust State Street US Dist 0.09%
CSPX iShares Core S&P 500 UCITS ETF BlackRock IE Acc 0.07%
VUAA Vanguard S&P 500 UCITS ETF (Acc) Vanguard IE Acc 0.07%
VUSA Vanguard S&P 500 UCITS ETF (Dist) Vanguard IE Dist 0.07%
Acc

Accumulating, are automatically reinvested inside the fund. You don't receive cash but the share price grows. Simpler for long-term and more tax-efficient in many European countries.

Dist

Distributing, are paid out to you as cash. You decide what to do with them, but you're also responsible for declaring and paying on each distribution. Common preference for investors who want regular income.

§ 08

A bit of history

Standard & Poor's introduced the index in its current form on March 4, 1957. Before that the firm had been publishing smaller stock indices since the 1920s, but the 500-company version is the one that became synonymous with "the US stock market". Over the next seven decades it survived the inflation of the 1970s, Black Monday (1987), the dot-com (2000-2002), the global financial crisis (2008-2009), the COVID-19 (2020), and the 2022 rate-hike , and ended each of those cycles at a higher level than where it started. Long-run total return has hovered around 10% per year before inflation since 1928.

What it does well
  • + Instant across 500 of the largest companies in the world.
  • + Rock-bottom , most trackers charge 0.03% to 0.10% per year.
  • + Extreme . SPY alone trades tens of billions of dollars per day.
  • + Long-run total return of roughly 10% per year before inflation since 1928.
  • + Notoriously hard to beat. Most active US-equity managers underperform it.
What to keep in mind
  • Single-country exposure, 100% United States. No geographic .
  • Heavy tech weighting (~31%) and a top-10 that adds up to ~37% of the index.
  • Denominated in US dollars. Non-USD investors carry an extra layer of .
  • Has lost more than 50% at least three times since 1970.
  • Past returns aren't a contract, the next 10 years are not the previous 10.

All figures are approximate end-2025 values for educational illustration. Index composition, weights, holdings and returns change constantly. Nothing here is financial advice or a recommendation.