Why U.S. Equity Benchmark Construction Matters

Posted on 07/07/2020


This article is sponsored by S&P Dow Jones Indices.

Launched in 1995, the S&P Composite 1500® serves as a benchmark indicator for U.S. equity market performance, aggregating price movements of S&P 500®, S&P MidCap 400®, and S&P SmallCap 600.

The S&P 1500 also increasingly serves as a basis for constructing portfolios designed to deliver a “market” return at lower cost than those active managers who offer to beat it. This report examines the S&P 1500 from both perspectives, and explores its merits in comparison to popular alternatives.

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