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S&P 500 Index Overview

Here you will find information about the S&P500 index

update: 01/Sep/2023

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S&P 500 is a stock index that includes 503 components. The index is owned by Standard & Poor’s and has been published since 1957. The index is weighted according to the capitalization of the companies included in it from 11 sectors of the economy, which, in turn, are divided into groups and subgroups. It is considered by many to be the main indicator of the US economy. The composition of the companies included in the index is often revised and is not permanent. The index includes 500 leading companies and covers approximately more than 80% of available market capitalization. All S&P 500 companies are listed on stock exchanges such as NYSE and NASDAQ.

S&P Key Metrics (Aug.2023)
index level

Index Level

index level

History Index Level

index weight

Sector Breakdown

return: price, dividend, total per year

Return

return by cumulative method

Cumulative Return

monthly index return

Seasonal Performance

consolidated sectors

Key Financial Indicators

sector index level

Sector Index Level

sector level

Energy

S&P500 Energy Sector Valuation
Sector 10Yr
Sector 5Yr
Sector 3Yr
Price/Book (P/B)
2.02
2.07
2.10
Price/Sales (P/S)
2.51
2.15
1.86
Tangible BV (TBVPS)
30.52
30.31
28.94
PEG Ratio
0.04
0.06
0.10
Enterprise Value (EV/EBITDA)
13.40
9.90
6.32
Enterprise Value/Revenue (EV/R)
3.18
2.68
2.51
Return on Invested Capital (ROIC) %
4.58
5.58
5.66
Earnings Yield Avg %
-0.14
-0.86
-2.47
Show

sector level

Consumer Discretionary

S&P500 Consumer Discretionary Sector Valuation
Sector 10Yr
Sector 5Yr
Sector 3Yr
Price/Book (P/B)
5.01
5.23
4.80
Price/Sales (P/S)
2.24
2.60
2.99
Tangible BV (TBVPS)
21.65
26.58
29.35
PEG Ratio
1.08
0.99
1.16
Enterprise Value (EV/EBITDA)
15.46
15.92
17.89
Enterprise Value/Revenue (EV/R)
3.02
3.45
4.10
Return on Invested Capital (ROIC) %
15.87
16.00
14.03
Earnings Yield Avg %
4.20
3.59
2.88
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sector level

Financials

S&P500 Financial Sector Valuation
Sector 10Yr
Sector 5Yr
Sector 3Yr
Price/Book (P/B)
2.84
2.85
2.90
Price/Sales (P/S)
3.18
3.48
3.60
Tangible BV (TBVPS)
38.59
44.87
48.75
PEG Ratio
-0.25
-0.57
-1.11
Enterprise Value (EV/EBITDA)
11.57
11.09
11.16
Enterprise Value/Revenue (EV/R)
3.96
4.21
4.20
Return on Invested Capital (ROIC) %
10.77
10.86
10.97
Earnings Yield Avg %
7.17
7.60
7.81
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sector level

Materials

S&P500 Materials Sector Valuation
Sector 10Yr
Sector 5Yr
Sector 3Yr
Price/Book (P/B)
3.93
4.14
4.13
Price/Sales (P/S)
1.87
2.20
2.31
Tangible BV (TBVPS)
10.99
12.90
14.21
PEG Ratio
0.15
0.38
0.61
Enterprise Value (EV/EBITDA)
9.88
12.25
13.52
Enterprise Value/Revenue (EV/R)
2.37
2.64
2.79
Return on Invested Capital (ROIC) %
10.18
10.90
11.16
Earnings Yield Avg %
4.84
5.91
6.46
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sector level

Consumer Staples

S&P500 Consumer Staples Sector Valuation
Sector 10Yr
Sector 5Yr
Sector 3Yr
Price/Book (P/B)
6.99
7.65
8.45
Price/Sales (P/S)
2.38
2.68
2.73
Tangible BV (TBVPS)
4.61
4.51
5.01
PEG Ratio
0.41
0.45
0.82
Enterprise Value (EV/EBITDA)
13.47
13.99
13.96
Enterprise Value/Revenue (EV/R)
2.87
3.13
3.19
Return on Invested Capital (ROIC) %
14.81
13.83
13.35
Earnings Yield Avg %
4.50
4.48
4.67
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sector level

Information Technology

S&P500 Information Technology Sector Valuation
Sector 10Yr
Sector 5Yr
Sector 3Yr
Price/Book (P/B)
6.14
7.52
8.39
Price/Sales (P/S)
4.85
5.96
6.79
Tangible BV (TBVPS)
5.72
6.28
6.73
PEG Ratio
-0.12
-0.51
-0.11
Enterprise Value (EV/EBITDA)
19.48
23.88
26.22
Enterprise Value/Revenue (EV/R)
5.26
6.54
7.26
Return on Invested Capital (ROIC) %
17.10
21.12
22.62
Earnings Yield Avg %
3.52
3.51
3.34
Show

sector level

Industrials

S&P500 Industrials Sector Valuation
Sector 10Yr
Sector 5Yr
Sector 3Yr
Price/Book (P/B)
5.11
5.44
5.34
Price/Sales (P/S)
2.27
2.78
3.09
Tangible BV (TBVPS)
6.73
7.64
8.35
PEG Ratio
0.08
0.13
0.12
Enterprise Value (EV/EBITDA)
12.07
14.01
13.32
Enterprise Value/Revenue (EV/R)
2.77
3.32
3.64
Return on Invested Capital (ROIC) %
13.97
14.17
12.93
Earnings Yield Avg %
4.40
3.77
2.97
Show

sector level

Healthcare

S&P500 Healthcare Sector Valuation
Sector 10Yr
Sector 5Yr
Sector 3Yr
Price/Book (P/B)
5.62
6.61
8.05
Price/Sales (P/S)
4.32
5.01
5.44
Tangible BV (TBVPS)
9.22
12.15
14.40
PEG Ratio
1.83
1.42
0.99
Enterprise Value (EV/EBITDA)
23.01
21.23
22.61
Enterprise Value/Revenue (EV/R)
4.89
5.67
5.70
Return on Invested Capital (ROIC) %
11.38
13.31
14.41
Earnings Yield Avg %
3.65
3.54
4.01
Show

sector level

Communication

S&P500 Communication Services Sector Valuation
Sector 10Yr
Sector 5Yr
Sector 3Yr
Price/Book (P/B)
3.38
2.37
0.89
Price/Sales (P/S)
2.88
3.33
3.57
Tangible BV (TBVPS)
12.55
15.80
16.13
PEG Ratio
-0.84
-1.09
-1.72
Enterprise Value (EV/EBITDA)
16.26
17.12
18.02
Enterprise Value/Revenue (EV/R)
3.38
3.85
4.05
Return on Invested Capital (ROIC) %
10.64
10.75
10.04
Earnings Yield Avg %
3.93
4.10
3.93
Show

sector level

Utilities

S&P500 Utilities Sector Valuation
Sector 10Yr
Sector 5Yr
Sector 3Yr
Price/Book (P/B)
1.78
1.93
2.05
Price/Sales (P/S)
2.13
2.55
2.75
Tangible BV (TBVPS)
26.91
29.36
30.89
PEG Ratio
0.11
0.20
-0.39
Enterprise Value (EV/EBITDA)
11.72
12.52
13.56
Enterprise Value/Revenue (EV/R)
3.78
4.40
4.66
Return on Invested Capital (ROIC) %
5.61
5.96
5.49
Earnings Yield Avg %
3.28
3.59
4.25
Show

sector level

Real Estate

S&P500 Real Estate Sector Valuation
Sector 10Yr
Sector 5Yr
Sector 3Yr
Price/Book (P/B)
3.18
3.32
3.58
Price/Sales (P/S)
8.51
9.26
9.56
Tangible BV (TBVPS)
27.11
29.60
30.92
PEG Ratio
-0.90
0.01
0.32
Enterprise Value (EV/EBITDA)
18.97
19.19
19.57
Enterprise Value/Revenue (EV/R)
12.02
12.62
13.11
Return on Invested Capital (ROIC) %
5.78
6.08
5.81
Earnings Yield Avg %
2.84
2.96
2.94
Show

dividend yield by sector

Dividend Yield

GICS Sector DvdYield (avg)%
FY 2010
FY 2011
FY 2012
FY 2013
FY 2014
FY 2015
FY 2016
FY 2017
FY 2018
FY 2019
FY 2020
FY 2021
FY 2022*
FY 2023*
Energy
1.45
1.61
1.91
1.86
1.99
2.86
2.88
4.03
2.72
3.13
3.84
3.78
3.52
0.00
Materials
1.50
2.21
2.09
2.04
1.82
2.00
2.08
1.83
1.94
2.46
2.68
1.96
1.32
0.15
Industrials
1.31
1.40
1.99
1.78
1.58
1.53
1.79
1.56
1.46
1.65
1.65
1.19
0.96
0.08
Consumer Discretionary
1.28
1.16
1.52
1.34
1.37
1.46
1.55
1.49
1.53
1.72
1.55
0.85
1.02
0.53
Consumer Staples
2.42
2.44
2.44
2.63
2.14
2.19
2.27
2.24
2.60
2.69
2.76
2.60
2.52
0.76
Healthcare
0.77
0.85
1.27
0.92
0.92
0.83
0.88
0.86
0.86
0.92
0.92
0.91
0.78
0.13
Financials
1.48
1.67
2.17
1.78
1.73
1.93
2.04
1.84
2.23
2.40
2.87
2.13
1.58
0.00
Information Technology
0.61
0.67
0.99
1.11
1.05
1.09
1.88
1.18
1.07
1.18
1.95
0.95
0.86
0.32
Communication
0.97
1.43
1.17
0.94
0.93
0.99
1.03
1.08
1.37
1.24
1.44
1.35
1.20
0.15
Utilities
4.17
3.94
3.78
3.67
3.38
3.47
3.23
3.20
3.36
3.07
3.43
3.26
1.99
0.00
Real Estate
3.52
2.74
2.76
2.79
3.17
3.14
3.89
3.20
3.75
3.54
3.67
2.91
1.77
0.00
Total S&P500 DvdYield
1.77
1.83
2.01
1.90
1.83
1.95
2.14
2.05
2.08
2.18
2.43
1.99
1.59
0.19
Key valuation metrics for sectors

Key Metrics

Price/Earnings Ratio (avg)

Price/Earnings Ratio

Return on Assets (avg)

Return on Assets

Price/OCF Ratio (avg)

Price/OCF Ratio

Return on Equity (avg)

Return on Equity

recent changes

Last Changes

Changes in S&P 500 components 2023
DateSectorAdded ComponentSectorRemoved Component
Sep. 2023Consumer DiscrABNB: Airbnb IncConsumer DiscrNWL: Newell Brands Inc
Sep. 2023FinancialsBX: Blackstone IncFinancialsLNC: Lincoln National Corp
Aug. 2023Consumer StapKVUE: Kenvue IncConsumer DiscrAAP: Advance Auto Parts Inc
Jun. 2023Information TechnologyPANW: Palo Alto Networks IncCommunication ServicesDISH: DISH Network
May. 2023IndustrialsAXON: Axon Enterprise IncFinancialsFRC: First Republic Bank
Mar. 2023Consumer StapBG: Bunge LimitedFinancialsSBNY: Signature Bank
Mar. 2023HealthcarePODD: Insulet CorpFinancialsSIVB: SVB Financial Group
Mar. 2023Information TechnologyFICO: Fair Isaac & CoCommunication ServicesLUMN: Lumen Technologies
Jan. 2023HealthcareGEHC: GE HealthCare Technologies IncReal EstateVNO: Vornado Realty Trust
Changes in S&P 500 components 2022
DateSectorAdded ComponentSectorRemoved Component
Dec. 2022MaterialsSTLD: Steel Dynamics IncHealthcareABMD: Abiomed Inc
Dec. 2022Information TechnologyFSLR: First Solar IncIndustrialsFBHS: Fortune Brands Home & Security Inc
Oct. 2022FinancialsACGL: Arch Capital GroupCommunication ServicesTWTR: Twitter Inc
Oct. 2022EnergyTRGP: Targa Resources CorpIndustrialsNLSN: Nielsen Holdings plc
Oct. 2022UtilitiesPCG: PG&E CorpInformation TechnologyCTXS: Citrix Systems
Oct. 2022EnergyEQT: EQT CorporationReal EstateDRE: Duke Realty
Sep. 2022IndustrialsCSGP: CoStar Group IncConsumer DiscrPVH: PVH Corp
Sep. 2022Real EstateINVH: Invitation Homes IncConsumer DiscrPENN: PENN Entertainment Inc
Jun. 2022Information TechnologyON: ON Semiconductor CorpInformation TechnologyIPGP: IPG Photonics
Jun. 2022Consumer StapKDP: Keurig Dr Pepper IncConsumer DiscrUAA: Under Armour Inc
Jun. 2022Real EstateVICI: VICI Properties IncHealthcareCERN: Cerner Corp
Apr. 2022Real EstateCPT: Camden Property TrustFinancialsPBCT:People’s United Financial Inc
Feb. 2022HealthcareMOH: Molina Healthcare IncIndustrialsINFO: IHS Markit Ltd
Feb. 2022IndustrialsNDSN: Nordson CorpInformation TechnologyXLNX: Xilinx Inc
Feb. 2022UtilitiesCEG: Constellation Energy CorpConsumer DiscrGPS: The Gap Inc
Changes in S&P 500 components 2021
DateSectorAdded ComponentSectorRemoved Component
Dec. 2021Information TechnologySEDG: SolarEdge TechnologiesInformation TechnologyWU: The Western Union Co
Dec. 2021FinancialsFDS: FactSet Research SystemsConsumer DiscrLEG: Leggett & Platt Inc
Dec. 2021FinancialsSBNY: Signature BankConsumer DiscrHBI: Hanesbrands Inc
Dec. 2021Information TechnologyEPAM: EPAM Systems IncIndustrialsKSU: Kansas City Southern
Sep. 2021Information TechnologyCDAY: Ceridian HCM HoldingEnergyNOV: NOV Inc
Sep. 2021FinancialsBRO: Brown & Brown IncFinancialsUNM: Unum Group
Sep. 2021Communication ServicesMTCH: Match Group IncHealthcarePRGO: Perrigo Company PLC
Aug. 2021HealthcareTECH: Bio-Techne CorpTechnologyMXIM: Maxim Integrated Products Inc
Jul. 2021HealthcareMRNA: Moderna IncHealthcareALXN: Alexion Pharmaceuticals Inc
Jun. 2021HealthcareOGN: Organon & CoEnergyHFC: HollyFrontier Corp
May 2021HealthcareCRL: Charles River Laboratories IntlTechnologyFLIR: FLIR Systems
Apr. 2021TechnologyPTC: PTC IncHealthcareVAR: Varian Medical Systems
Mar. 2021TechnologyNXPI: NXP Semiconductors NVIndustrialsFLS: Flowserve Corp
Mar. 2021Consumer DiscrPENN:Penn National Gaming IncReal EstateSLG: SL Green Realty Corp
Mar. 2021IndustrialsGNRC: Generac Holdings IncTechnologyXRX: Xerox Holdings Corp
Mar. 2021Consumer DiscrCZR: Caesars Entertainment IncTechnologyVNT: Vontier Corp
Mar. 2021TechnologyMPWR: Monolithic Power Systems IncEnergyFTI: Technip FMC Plc
Mar. 2021TechnologyTRMB: Trimble IncEnergyCXO: Concho Resources
Mar. 2021TechnologyENPH: Enphase EnergyConsumer DiscrTIF: Tiffany & Co
Changes in S&P 500 components 2020
DateSectorAdded ComponentSectorRemoved Component
Dec. 2020Consumer DiscrTSLA: TeslaReal EstateAIV: Apartment Investment & Mgt
Oct. 2020TechnologyVNT: Vontier CorpEnergyNBL: Noble Energy Inc
Oct. 2020Consumer DiscrPOOL: Pool CorpFinancialsETFC: E*TRADE Financial
Sep. 2020Consumer DiscrETSY: Etsy IncConsumer DiscrHRB: H&R Block Inc
Sep. 2020HealthcareCTLT: Catalent IncConsumer StapCOTY: Coty Inc
Sep. 2020TechnologyTER: Teradyne IncConsumer DiscrKSS: Kohl’s Corp
Jun. 2020HealthcareBIO: Bio-Rad Laboratories IncTechnologyADS: Alliance Data Systems Corp
Jun. 2020IndustrialsTDY: Teledyne Technologies IncConsumer DiscrHOG: Harley-Davidson Inc
Jun. 2020TechnologyTYL: Tyler Technologies IncConsumer DiscrJWN: Nordstrom Inc
May 2020HealthcareWST: West Pharmaceutical Services IncEnergyHP: Helmerich & Payne Inc
May 2020Consumer DiscrDPZ: Domino’s Pizza IncConsumer DiscrCPRI: Capri Holdings Ltd
May 2020HealthcareDXCM: Dexcom IncHealthcareAGN: Allergan Plc
Apr.2020IndustrialsOTIS: Otis Worldwide CorpConsumer DiscrM: Macy’s Inc
Apr. 2020IndustrialsCARR: Carrier Global CorpIndustrialsRTN: Raytheon Company
Mar. 2020Industrials GDI: Gardner Denver IncEnergyXEC: Cimarex Energy
Jan. 2020TechnologyPAYC: Paycom SoftwareHealthcareWCG: WellCare Health Plans
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