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Index Name Asset Class Theme YTD Change (%)

S&P 500®

Price Return The S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities. There is over USD 9.9 trillion indexed or benchmarked to the index, with indexed assets comprising approximately USD 3.4 trillion of this total. The index includes 500 leading companies and covers approximately 80% of available market capitalization. /indices/equity/sp-500 340
equity - 3.06%

S&P MidCap 400®

Price Return The S&P MidCap 400® provides investors with a benchmark for mid-sized companies. The index, which is distinct from the large-cap S&P 500®, is designed to measure the performance of 400 mid-sized companies, reflecting the distinctive risk and return characteristics of this market segment. /indices/equity/sp-400 410
equity - 1.58%

S&P SmallCap 600®

Price Return The S&P SmallCap 600® seeks to measure the small-cap segment of the U.S. equity market. The index is designed to track companies that meet specific inclusion criteria to ensure that they are liquid and financially viable. /indices/equity/sp-600 2239
equity - 1.77%

S&P/TSX 60

Price Return The S&P/TSX 60 addresses the needs of investment managers who require a portfolio index of the large-cap market segment of the Canadian equity market. /indices/equity/sp-tsx-60-index 5458537
equity - 3.07%

S&P 500 Consumer Discretionary

Price Return The S&P 500® Consumer Discretionary comprises those companies included in the S&P 500 that are classified as members of the GICS® consumer discretionary sector. /indices/equity/sp-500-consumer-discretionary-sector 139
equity - 1.97%

S&P 500 Consumer Staples

Price Return The S&P 500® Consumer Staples comprises those companies included in the S&P 500 that are classified as members of the GICS® consumer staples sector. /indices/equity/sp-500-consumer-staples-sector 213
equity - 1.48%

S&P 500 Energy

Price Return The S&P 500® Energy comprises those companies included in the S&P 500 that are classified as members of the GICS® energy sector. /indices/equity/sp-500-energy-sector 25
equity - -1.68%

S&P 500 Financials

Price Return The S&P 500® Financials comprises those companies included in the S&P 500 that are classified as members of the GICS® financials sector. /indices/equity/sp-500-financials-sector 279
equity - 0.76%

S&P 500 Health Care

Price Return The S&P 500® Health Care comprises those companies included in the S&P 500 that are classified as members of the GICS® health care sector. /indices/equity/sp-500-health-care-sector 253
equity - 2.48%

S&P 500 Industrials

Price Return The S&P 500® Industrials comprises those companies included in the S&P 500 that are classified as members of the GICS® industrials sector. /indices/equity/sp-500-industrials-sector 81
equity - 3.52%

S&P 500 Information Technology

Price Return The S&P 500® Information Technology comprises those companies included in the S&P 500 that are classified as members of the GICS® information technology sector. /indices/equity/sp-500-information-technology-sector 307
equity - 5.87%

S&P 500 Materials

Price Return The S&P 500® Materials comprises those companies included in the S&P 500 that are classified as members of the GICS® materials sector. /indices/equity/sp-500-materials-sector 41
equity - -0.49%

S&P 500 Communication Services

Price Return The S&P 500® Communication Services comprises those companies included in the S&P 500 that are classified as members of the GICS® communication services sector. /indices/equity/sp-500-communication-services-sector 339
equity - 5.21%

S&P 500 Utilities

Price Return The S&P 500® Utilities comprises those companies included in the S&P 500 that are classified as members of the GICS® utilities sector. /indices/equity/sp-500-utilities-sector 356
equity - 3.27%

S&P 500 Growth

Price Return We measure growth stocks using three factors: sales growth, the ratio of earnings change to price, and momentum. /indices/equity/sp-500-growth 2029
equity - 4.72%

S&P 500 Value

Price Return We measure value stocks using three factors: the ratios of book value, earnings, and sales to price. /indices/equity/sp-500-value 2034
equity - 1.19%

S&P 500 Pure Growth

Price Return The S&P 500® Pure Growth index is a style-concentrated index designed to track the performance of stocks that exhibit the strongest growth characteristics by using a style-attractiveness-weighting scheme. /indices/equity/sp-500-pure-growth 2030
equity - 4.09%

S&P 500 Pure Value

Price Return The S&P 500® Pure Value index is a style-concentrated index designed to track the performance of stocks that exhibit the strongest value characteristics by using a style-attractiveness-weighting scheme. /indices/equity/sp-500-pure-value 2032
equity - 0.41%

S&P 100

Price Return The S&P 100, a sub-set of the S&P 500®, is designed to measure the performance of large-cap companies in the United States. The index comprises 100 major blue chip companies across multiple industry groups. Individual stock options are listed for each index constituent. /indices/equity/sp-100 2431
equity - 3.29%

S&P United States BMI (USD)

Price Return The S&P United States BMI is a country sub-index of the S&P Global BMI, which includes all U.S. domiciled companies. The Global BMI captures the full universe of institutionally investable stocks in developed and emerging markets with float-adjusted market capitalizations of at least USD 100 million meeting 6- and 12-month median value traded requirements. /indices/equity/sp-united-states-bmi-us-dollar 5457835
equity - 3.02%

S&P Composite 1500®

Price Return The S&P Composite 1500® combines three leading indices, the S&P 500®, the S&P MidCap 400®, and the S&P SmallCap 600®, to cover approximately 90% of U.S. market capitalization. It is designed for investors seeking to replicate the performance of the U.S. equity market or benchmark against a representative universe of tradable stocks. /indices/equity/sp-composite-1500 1636
equity - 2.93%

S&P Latin America 40

Price Return The S&P Latin America 40 includes 40 leading, blue-chip companies that capture approximately 70% of the region's total market capitalization. /indices/equity/sp-lac-40-us 5475904
equity - -0.47%

S&P 500 Shariah

Price Return The S&P 500® Shariah includes all Shariah-compliant constituents of the S&P 500, the leading benchmark for the U.S. equity market. /indices/equity/sp-500-shariah-index 5458502
equity Shariah Islamic 4.11%

S&P United States REIT (USD)

Price Return The S&P United States REIT Index defines and measures the investable universe of publicly traded real estate investment trusts domiciled in the United States. /indices/equity/sp-united-states-reit-us-dollar 5552915
equity Property and REIT 1.99%

S&P/TSX Completion (CAD)

Price Return The S&P/TSX Completion Index is comprised of the constituents of the S&P/TSX Composite Index that are not included in the S&P/TSX 60 Index. /indices/equity/sp-tsx-completion-index 5458538
equity - 2.33%
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