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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 Total Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

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

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
5.25%
12.67%
11.82%
14.88%
22.17%
14.74%
15.32%
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As of February 20, 2026. Returns for periods of 1 year and above are annualized.
View Periodic Total Returns Versus Peers
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Annual Performance

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
33.91%
17.55%
28.16%
-15.62%
24.97%
25.70%
13.43%
7.19%
As of February 21, 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 Total Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

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