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

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
4.20%
3.34%
9.33%
12.96%
21.35%
14.28%
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As of December 18, 2025. 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
2018
2019
2020
2021
2022
2023
2024
YTD
-6.79%
33.91%
17.55%
28.16%
-15.62%
24.97%
25.70%
13.47%
As of December 19, 2025.

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