Cerity Partners LLC lifted its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 6.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 198,773 shares of the company’s stock after acquiring an additional 11,678 shares during the quarter. Cerity Partners LLC’s holdings in JPMorgan Equity Premium Income ETF were worth $11,350,000 as of its most recent SEC filing. Get JPMorgan Equit ...

Key Points The S&P 500 is the most popular benchmark for the overall U.S. stock market. The index advanced 256% over the last decade, which equates to 13.5% annually. Wall Street’s average forecast says the S&P 500 will advance 10% in the rest of 2026. 10 stocks we like better than S&P 500 Index › Nearly 5,500 companies were listed across U.S. stock exchanges as of the third quarter, according to the Securities Industry and Financial Markets Association (SIFMA). Many of those companies are includ ...

Key Points The SPDR S&P 500 ETF gives investors a way to track the top stocks on the markets while charging minimal fees. The S&P 500 has averaged a return of about 10% per year, which means the index can help double your money roughly every seven years. 10 stocks we like better than SPDR S&P 500 ETF Trust › Building up a portfolio that's worth $1 million or more can seem daunting, even impossible if you don't have a lot of savings. But you don't need a huge lump sum to invest to get to a $1 millio ...

The S&P 500 Index remained on edge near its all-time high of $6,945Â as investors prepared for the new year. It remains nearly 42% above its lowest level in April last year. ...

Core Viewpoint - The Vanguard S&P 500 ETF (VOO) and the SPDR S&P 500 ETF Trust (SPY) are both designed to replicate the performance of the S&P 500 Index, but they differ in costs, returns, risk, and portfolio details, which may be significant for long-term investors [1]. Cost & Size Comparison - SPY has an expense ratio of 0.09%, while VOO has a lower expense ratio of 0.03%, making VOO more cost-effective for investors [2]. - As of January 1, 2026, both SPY and VOO have a 1-year return of 16.3% [2]. - VOO offers a slightly higher dividend yield of 1.12% compared to SPY's 1.06% [2]. Performance & Risk Comparison - Both SPY and VOO have a maximum drawdown of -24.5% over the past five years [3]. - The growth of $1,000 invested over five years is $1,824 for SPY and $1,825 for VOO, indicating nearly identical performance [3]. Portfolio Composition - VOO tracks the S&P 500 Index and holds 505 stocks, with significant allocations in technology (37%), financial services (13%), and consumer cyclical (11%) [4]. - The largest positions in VOO are Nvidia, Apple, and Microsoft, and the fund has been operational for over 15 years without employing leverage or special strategies [4]. Similarities and Differences - SPY offers nearly identical exposure to VOO, with the same top holdings and sector allocations, avoiding non-standard index tracking [5]. - The main differences between SPY and VOO lie in fees, yield, and liquidity, with VOO having a slight advantage in all these areas [6]. Investor Implications - For every $10,000 invested, VOO charges $3 in fees compared to SPY's $9, which can accumulate significantly for long-term investors [7]. - VOO's higher dividend yield can result in hundreds or thousands of dollars more in dividend income for investors holding many shares [8]. - VOO's larger assets under management (AUM) of $1.5 trillion compared to SPY's $701 billion may provide more liquidity, facilitating easier buying and selling without impacting the ETF's price [9]. Conclusion - While SPY remains a strong investment option, VOO offers advantages in minimizing fees and slightly higher dividend income, making it a preferable choice for cost-conscious long-term investors [10].

Core Insights - The S&P 500 index has achieved an average annual return of 10.5% since its inception in 1957, with a projected gain of 18% for 2025, primarily driven by a select group of technology companies [1][7] - The iShares Core S&P 500 ETF (IVV) is a cost-effective way to invest in the S&P 500, mirroring the index's performance by holding the same stocks [2][7] Sector Analysis - The S&P 500 is composed of 500 stocks across 11 economic sectors, with the information technology sector holding a significant weight of 34.5%, featuring major companies like Nvidia, Microsoft, and Apple, which collectively have a market value of $12.2 trillion [4][5] - Other major sectors include: - Financials: 13.44% (notable companies: Berkshire Hathaway, JPMorgan Chase, Visa) - Consumer discretionary: 10.55% (notable companies: Amazon, Tesla, Nike) - Communication services: 10.50% (notable companies: Alphabet, Meta Platforms, Netflix) - Healthcare: 9.52% (notable companies: Eli Lilly, Johnson & Johnson, UnitedHealth Group) - Industrials: 8.18% (notable companies: GE Aerospace, Caterpillar, Boeing) [6] - The remaining sectors are consumer staples, energy, utilities, materials, and real estate, indicating a diversified index despite the current tech-heavy composition [8]

Core Insights - The pharmaceutical sector is expected to lead the S&P 500 Index in 2026, indicating a significant growth potential for investors in this industry [2]. Group 1 - The article emphasizes the importance of the pharmaceutical sector in driving the performance of the S&P 500 Index in the upcoming years [2]. - The author has extensive experience in the biotech sector and provides in-depth analysis and resources for healthcare investors [2].

Both ETFs track the S&P 500, but they serve different investor needs. One minimizes long-term costs. The other emphasizes liquidity when execution mattersThe main distinction between SPDR Portfolio S&P 500 ETF (SPLG) and SPDR S&P 500 ETF Trust (SPY) lies in SPLG’s lower expense ratio, while SPY stands out for its immense scale and trading liquidity.Both SPLG and SPY aim to mirror the performance of the S&P 500 Index by holding large-cap U.S. stocks across all sectors, serving as core building blocks for div ...

Group 1 - The article outlines a bullish outlook for the S&P 500 index for 2026, including a general trading strategy and price target [1] - The author emphasizes the importance of having both long-term and short-term trading strategies to capitalize on market movements [2] - The article serves as a platform for the author to focus on developing winning trades and to learn from community feedback [2] Group 2 - The author holds a beneficial long position in SPY and SPXL, indicating a positive sentiment towards these investments [3] - The article expresses personal opinions and does not involve compensation from companies mentioned, ensuring an unbiased perspective [3]

The S&P 500 Index and its top ETFs, like VOO and SPY remained in a tight range in the past few months as jitters in the AI industry accelerated. It was trading at $6,775, a few points below the year-t... ...