Level Chart

Basic Info

The S&P 500 Quality Index is designed to track high quality stocks in the S&P 500 (^SPX) by quality score, which is calculated based on return on equity, accruals ratio, and financial leverage ratio. The index solely comprises constituents with high quality scores and is weighted by a product of the quality score and float-adjusted market cap. The index is rebalanced semiannually in June and December.
Core Index Name S&P 500 Quality
Return Type Price Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Return Types
Net Total Return S&P 500 Quality Net Total Return
Total Return S&P 500 Quality Total Return

Total Return Performance

Loading chart...
Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
3.07%
3.94%
7.54%
15.28%
21.19%
14.05%
--
--
As of January 08, 2026. Returns for periods of 1 year and above are annualized.
View Periodic Total Returns Versus Peers
Start Trial

Annual Performance

Loading chart...
Name
2019
2020
2021
2022
2023
2024
2025
YTD
33.91%
17.55%
28.16%
-15.62%
24.97%
25.70%
13.43%
1.96%
As of January 09, 2026.

Basic Info

The S&P 500 Quality Index is designed to track high quality stocks in the S&P 500 (^SPX) by quality score, which is calculated based on return on equity, accruals ratio, and financial leverage ratio. The index solely comprises constituents with high quality scores and is weighted by a product of the quality score and float-adjusted market cap. The index is rebalanced semiannually in June and December.
Core Index Name S&P 500 Quality
Return Type Price Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Return Types
Net Total Return S&P 500 Quality Net Total Return
Total Return S&P 500 Quality Total Return