미국기업 스터디

[미국 EFT- 미국지수] SPDR S&P 500

기업가치평가와 stocks 2020. 8. 17. 10:22

매입일자: 2020.08.13

배당주기 : 분기말 

배당비율 : 

https://www.dividend.com/dividend-stocks/uncategorized/other/spy-spdr-sandp-500/#tm=3-ticker-best-div-capture&r=ES%3A%3ADividendStock%3A%3AStock%23SPY--ARCX&f_28=true&only=meta%2Cdata%2Cthead

 

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SPY Fund Description

SPY tracks a market-cap-weighted index of US large- and midcap stocks selected by the S&P Committee.

 

SPY Factset Analytics Insight

SPY is the best-recognized and oldest US listed ETF and typically tops rankings for largest AUM and greatest trading volume. The fund tracks the massively popular US index, the S&P 500. Few realize that S&P's index committee chooses 500 securities to represent the US large-cap space - not necessarily the 500 largest by market cap, which can lead to some omissions of single names. Still, the index offers outstanding exposure to the US large-cap space. It's important to note, SPY is a unit investment trust, an older but entirely viable structure. As a UIT, SPY must fully replicate its index (it probably would anyway) and forgo the small risk and reward of securities lending. It also can’t reinvest portfolio dividends between distributions; the resulting cash drag will slightly hurt performance in up markets and help in downtrends. SPY is a favored vanilla trading vehicle.

 

SPDR S&P 500 ETF Trust has an MSCI ESG Fund Rating of A based on a score of 6.63 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. SPDR S&P 500 ETF Trust ranks in the 74th percentile within its peer group and in the 71st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.